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Willdan Group
WLDN

95 hedge funds and large institutions have $282M invested in Willdan Group in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

37% more capital invested

Capital invested by funds: $206M → $282M (+$75.7M)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

14% more funds holding

Funds holding: 83 → 95 (+12)

5.57% more ownership

Funds ownership: 68.06% → 73.63% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
34
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$20.8M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$11.5M
3
DCM
Driehaus Capital Management
Illinois
+$8.25M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$5.56M
5
BlackRock
BlackRock
New York
+$4.97M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$3.72M
2
ACM
Ativo Capital Management
Illinois
-$1.19M
3
WS
Wedbush Securities
California
-$1.05M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$917K
5
MYIA
Mount Yale Investment Advisors
Colorado
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$3.81M -$328K -9,578 -8%
CCM
27
Cadence Capital Management
Massachusetts
$3.59M +$273K +7,970 +8%
WRF
28
Waddell & Reed Financial
Kansas
$2.89M +$1.23M +35,880 +77%
KCM
29
Kornitzer Capital Management
Kansas
$2M -$219K -6,400 -10%
TAM
30
Tocqueville Asset Management
New York
$1.96M – – –
EIM
31
Essex Investment Management
Massachusetts
$1.85M -$120K -3,516 -6%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.75M +$52.8K +1,544 +3%
VHMC
33
Value Holdings Management Company
New York
$1.62M -$103K -3,000 -6%
BCM
34
Bridgeway Capital Management
Texas
$1.49M -$441K -12,900 -23%
Allianz Asset Management
35
Allianz Asset Management
Germany
$1.45M +$7.42K +217 +0.5%
EGI
36
EAM Global Investors
California
$1.43M +$1.4M +40,983 New
WT
37
Whittier Trust
California
$1.33M +$1.3M +38,110 New
TCM
38
Timpani Capital Management
Wisconsin
$1.3M +$1.27M +37,115 New
PI
39
Putnam Investments
Massachusetts
$1.25M +$62.7K +1,833 +5%
EI
40
EAM Investors
California
$1.11M +$1.08M +31,660 New
AG
41
Advisor Group
Arizona
$1.1M -$190K -5,560 -15%
MYIA
42
Mount Yale Investment Advisors
Colorado
$1.02M -$485K -14,186 -33%
TA
43
Teton Advisors
New York
$1.01M +$137K +4,000 +16%
Bank of America
44
Bank of America
North Carolina
$815K -$156K -4,549 -16%
Charles Schwab
45
Charles Schwab
California
$736K +$147K +4,290 +26%
GH
46
GAM Holding
Switzerland
$700K +$684K +20,000 New
SGI
47
Summit Global Investments
Utah
$675K -$178K -5,200 -21%
Wells Fargo
48
Wells Fargo
California
$632K +$194K +5,658 +46%
PFT
49
Providence First Trust
Arizona
$600K – – –
First Trust Advisors
50
First Trust Advisors
Illinois
$593K +$182K +5,310 +46%
1
2
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WLDN Hedge Fund Activity: Q4 2018 in Review

95 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2018, worth a combined $282M — up 37% from $206M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WLDN positions and 7 closed out — a net gain of 12 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $20.8M. The largest seller was William Blair Investment Management, cutting an estimated $3.72M.

  • 95 institutional investors held Willdan Group (WLDN) as of Q4 2018, up from 83 in Q3 2018.
  • Funds reported $282M of Willdan Group stock for Q4 2018, up 37% quarter-over-quarter.
  • 19 funds opened new Willdan Group positions in Q4 2018 and 7 closed out, a net change of +12 holders.
  • The largest Willdan Group buyer in Q4 2018 was TimesSquare Capital Management, an estimated $20.8M added.
  • The largest Willdan Group seller in Q4 2018 was William Blair Investment Management, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2018.