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Willdan Group

85 hedge funds and large institutions have $137M invested in Willdan Group in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.15% less ownership

Funds ownership: 66.59%65.43% (-1.2%)

2% less funds holding

Funds holding: 8785 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

27% less capital invested

Capital invested by funds: $189M → $137M (-$51.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
22
Reduced
30
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Oxford Asset Management
United Kingdom
$1.49M -$423K -15,595 -20%
EIM
27
Essex Investment Management
Massachusetts
$1.39M -$13.6K -500 -0.9%
CCM
28
Cadence Capital Management
Massachusetts
$1.35M +$111K +4,084 +8%
Goldman Sachs
29
Goldman Sachs
New York
$1.34M -$22.9K -843 -1%
VHMC
30
Value Holdings Management Company
New York
$1.18M +$1.34M +49,366 New
WRF
31
Waddell & Reed Financial
Kansas
$1.12M +$1.27M +46,700 New
Allianz Asset Management
32
Allianz Asset Management
Germany
$1.06M
Morgan Stanley
33
Morgan Stanley
New York
$1.02M +$434K +16,007 +60%
TAM
34
Tocqueville Asset Management
New York
$998K
GCP
35
GSA Capital Partners
United Kingdom
$952K -$448K -16,520 -29%
RHJA
36
Rice Hall James & Associates
California
$853K +$697K +25,679 +259%
KCM
37
Kornitzer Capital Management
Kansas
$838K +$949K +35,000 New
Bank of America
38
Bank of America
North Carolina
$776K -$1.14M -42,147 -57%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$731K +$141K +5,205 +21%
AG
40
Advisor Group
Arizona
$725K +$110K +4,069 +16%
AQR Capital Management
41
AQR Capital Management
Connecticut
$625K -$354K -13,043 -33%
Wells Fargo
42
Wells Fargo
California
$569K +$399K +14,695 +162%
Deutsche Bank
43
Deutsche Bank
Germany
$548K -$811K -29,882 -57%
TCIM
44
TIAA CREF Investment Management
New York
$465K -$194K -7,154 -27%
MC
45
Menta Capital
California
$465K +$526K +19,404 New
PFT
46
Providence First Trust
Arizona
$411K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$389K -$11.2K -413 -2%
MWNA
48
Marshall Wace North America
New York
$367K +$416K +15,319 New
SIM
49
Spark Investment Management
New York
$354K -$146K -5,400 -27%
Charles Schwab
50
Charles Schwab
California
$352K -$166K -6,101 -29%