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Willdan Group
WLDN

Overview Fund Activity

83 hedge funds and large institutions have $206M invested in Willdan Group in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
31
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.55M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$1.72M
3
TWMP
Taylor Wealth Management Partners
Massachusetts
+$1.4M
4
EAM
Eagle Asset Management
Florida
+$1.39M
5
PI
Putnam Investments
Massachusetts
+$1.15M

Top Sellers

1
CCM
Cloverdale Capital Management
Texas
-$4.51M
2
PM
Precept Management
Texas
-$2.24M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.04M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$961K
5
PAM
Panagora Asset Management
Massachusetts
-$917K
Name Holding Trade Value Shares
Change 		Shares
Change %
VHMC
26
Value Holdings Management Company
New York
$1.68M – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.65M +$43.5K +1,282 +3%
MYIA
28
Mount Yale Investment Advisors
Colorado
$1.63M +$22.3K +593 +1%
WRF
29
Waddell & Reed Financial
Kansas
$1.59M – – –
TWMP
30
Taylor Wealth Management Partners
Massachusetts
$1.4M +$1.4M +41,230 New
Allianz Asset Management
31
Allianz Asset Management
Germany
$1.4M – – –
AG
32
Advisor Group
Arizona
$1.25M +$81.7K +2,408 +7%
ACM
33
Ativo Capital Management
Illinois
$1.19M – – –
PI
34
Putnam Investments
Massachusetts
$1.15M +$1.15M +33,881 New
Bank of America
35
Bank of America
North Carolina
$947K -$370K -10,884 -28%
TA
36
Teton Advisors
New York
$849K +$849K +25,000 New
SGI
37
Summit Global Investments
Utah
$832K +$50.9K +1,500 +7%
Two Sigma Investments
38
Two Sigma Investments
New York
$813K +$813K +23,932 New
AQR Capital Management
39
AQR Capital Management
Connecticut
$648K +$2.17K +64 +0.3%
Deutsche Bank
40
Deutsche Bank
Germany
$634K +$122K +3,582 +24%
PFT
41
Providence First Trust
Arizona
$583K – – –
Morgan Stanley
42
Morgan Stanley
New York
$580K -$130K -3,825 -18%
Charles Schwab
43
Charles Schwab
California
$569K -$46.6K -1,370 -8%
TA
44
Teachers Advisors
New York
$560K -$5.44K -160 -1%
TCIM
45
TIAA CREF Investment Management
New York
$547K -$31.2K -920 -5%
Invesco
46
Invesco
Georgia
$460K +$5.87K +173 +1%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$432K – – –
Wells Fargo
48
Wells Fargo
California
$422K +$32.6K +959 +8%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$411K – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$408K – – –
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2
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