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Willdan Group
WLDN

104 hedge funds and large institutions have $333M invested in Willdan Group in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 102 → 104 (+2)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.88% less ownership

Funds ownership: 87.21% → 84.33% (-2.9%)

8% less capital invested

Capital invested by funds: $361M → $333M (-$28.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $340K

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
36
Reduced
33
Closed
9
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$340K

Top Buyers

1
SAM
Silvercrest Asset Management
New York
+$9.13M
2
DnB Asset Management
DnB Asset Management
Norway
+$3.42M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$1.95M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.78M
5
BlackRock
BlackRock
New York
+$1.72M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$8.13M
2
EAM
Eagle Asset Management
Florida
-$2.74M
3
Boston Partners
Boston Partners
Massachusetts
-$2.11M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$1.55M
5
SCA
Summit Creek Advisors
Minnesota
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCGI
26
Next Century Growth Investors
Minnesota
$4.53M +$1.15M +32,354 +33%
TAM
27
THB Asset Management
Connecticut
$4.13M -$318K -8,914 -7%
MOACM
28
Mutual of America Capital Management
New York
$3.62M -$20.5K -574 -0.6%
DnB Asset Management
29
DnB Asset Management
Norway
$3.36M +$3.42M +95,893 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.3M +$82K +2,299 +3%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$2.37M -$327K -9,171 -12%
TA
32
Teton Advisors
New York
$2.22M +$46.4K +1,300 +2%
ACM
33
Argent Capital Management
Missouri
$2.08M +$1.38M +38,775 +188%
CCM
34
Cadence Capital Management
Massachusetts
$1.98M -$133K -3,722 -6%
EIM
35
Essex Investment Management
Massachusetts
$1.87M -$219K -6,147 -10%
KCM
36
Kornitzer Capital Management
Kansas
$1.69M – – –
VHMC
37
Value Holdings Management Company
New York
$1.63M – – –
SCM
38
Sterling Capital Management
North Carolina
$1.46M +$103K +2,884 +7%
WT
39
Whittier Trust
California
$1.44M – – –
Calamos Advisors
40
Calamos Advisors
Illinois
$1.32M -$679K -19,018 -34%
N
41
Nuveen
North Carolina
$1.29M -$81.7K -2,290 -6%
TAM
42
Tocqueville Asset Management
New York
$1.08M -$285K -8,000 -21%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.01M +$219K +6,140 +27%
Bank of America
44
Bank of America
North Carolina
$930K +$132K +3,698 +16%
Deutsche Bank
45
Deutsche Bank
Germany
$911K -$214K -5,998 -19%
Charles Schwab
46
Charles Schwab
California
$900K +$22.7K +637 +3%
SGI
47
Summit Global Investments
Utah
$825K +$100K +2,810 +14%
AA
48
ALPS Advisors
Colorado
$751K +$158K +4,420 +26%
Wells Fargo
49
Wells Fargo
California
$715K -$322K -9,039 -31%
GH
50
GAM Holding
Switzerland
$702K – – –
1
2
3 4 5

WLDN Hedge Fund Activity: Q3 2019 in Review

104 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2019, worth a combined $333M — down 8% from $361M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WLDN positions and 9 closed out — a net gain of 3 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $9.13M. The largest seller was TimesSquare Capital Management, cutting an estimated $8.13M.

  • 104 institutional investors held Willdan Group (WLDN) as of Q3 2019, up from 102 in Q2 2019.
  • Funds reported $333M of Willdan Group stock for Q3 2019, down 8% quarter-over-quarter.
  • 12 funds opened new Willdan Group positions in Q3 2019 and 9 closed out, a net change of +3 holders.
  • The largest Willdan Group buyer in Q3 2019 was Silvercrest Asset Management, an estimated $9.13M added.
  • The largest Willdan Group seller in Q3 2019 was TimesSquare Capital Management, an estimated $8.13M sold.

Based on aggregated 13F filings for Q3 2019.