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Willdan Group

87 hedge funds and large institutions have $189M invested in Willdan Group in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

25% more capital invested

Capital invested by funds: $152M → $189M (+$37.7M)

8.99% more ownership

Funds ownership: 57.59%66.59% (+9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 9187 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
36
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$2.04M +$35.2K +1,100 +2%
EIM
27
Essex Investment Management
Massachusetts
$1.9M -$33.3K -1,041 -2%
Goldman Sachs
28
Goldman Sachs
New York
$1.84M -$286K -8,949 -14%
GCP
29
GSA Capital Partners
United Kingdom
$1.83M +$737K +23,020 +69%
Deutsche Bank
30
Deutsche Bank
Germany
$1.71M -$1.24M -38,670 -42%
CCM
31
Cadence Capital Management
Massachusetts
$1.7M +$423K +13,220 +34%
IECM
32
Intrinsic Edge Capital Management
Illinois
$1.62M +$1.6M +50,000 New
Allianz Asset Management
33
Allianz Asset Management
Germany
$1.44M +$773K +24,149 +120%
TAM
34
Tocqueville Asset Management
New York
$1.35M -$48K -1,500 -3%
AQR Capital Management
35
AQR Capital Management
Connecticut
$1.27M +$1.25M +39,139 New
ACM
36
Ativo Capital Management
Illinois
$1.14M +$128K +4,004 +13%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$942K +$797K +24,889 +607%
Morgan Stanley
38
Morgan Stanley
New York
$865K -$558K -17,448 -40%
TCIM
39
TIAA CREF Investment Management
New York
$863K +$203K +6,336 +31%
Macquarie Group
40
Macquarie Group
Australia
$861K +$849K +26,539 New
AG
41
Advisor Group
Arizona
$852K +$58.8K +1,836 +8%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$822K +$118K +3,675 +17%
Charles Schwab
43
Charles Schwab
California
$676K
SIM
44
Spark Investment Management
New York
$655K +$326K +10,200 +102%
EI
45
EAM Investors
California
$644K -$676K -21,131 -52%
TA
46
Teachers Advisors
New York
$630K +$171K +5,335 +38%
PFT
47
Providence First Trust
Arizona
$557K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$541K +$9.35K +292 +2%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$491K -$120K -3,759 -20%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$457K +$33.1K +1,033 +8%