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Willdan Group
WLDN

95 hedge funds and large institutions have $306M invested in Willdan Group in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

0.83% more ownership

Funds ownership: 84.33% → 85.16% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $333M → $306M (-$26.3M)

9% less funds holding

Funds holding: 104 → 95 (-9)

25% less call options, than puts

Call options by funds: $69K | Put options by funds: $92K

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
95
Holders Change
-9
Holders Change %
-8.65%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
38
Reduced
32
Closed
15
Calls
$69K
Puts
$92K
Net Calls
-$23K
Net Calls Change
+$317K

Top Buyers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
+$11.6M
2
DnB Asset Management
DnB Asset Management
Norway
+$9.08M
3
TCM
TimesSquare Capital Management
New York
+$6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.01M
5
Invesco
Invesco
Georgia
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$8.36M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$7.27M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.84M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$4.81M
5
NCGI
Next Century Growth Investors
Minnesota
-$4.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
26
THB Asset Management
Connecticut
$3.35M -$390K -12,321 -10%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.81M -$177K -5,594 -6%
TA
28
Teton Advisors
New York
$2.53M +$523K +16,500 +26%
EAM
29
Erste Asset Management
Austria
$2.18M +$2.22M +70,000 New
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$2.1M -$53.5K -1,688 -2%
ACM
31
Argent Capital Management
Missouri
$1.89M +$317 +10 +0%
EIM
32
Essex Investment Management
Massachusetts
$1.78M +$83.5K +2,635 +5%
CCM
33
Cadence Capital Management
Massachusetts
$1.63M -$163K -5,152 -9%
WC
34
Walthausen & Co
New York
$1.61M +$1.6M +50,610 New
KCM
35
Kornitzer Capital Management
Kansas
$1.53M – – –
VHMC
36
Value Holdings Management Company
New York
$1.47M – – –
Russell Investments Group
37
Russell Investments Group
United Kingdom
$1.33M -$4.81M -151,776 -78%
WT
38
Whittier Trust
California
$1.3M – – –
N
39
Nuveen
North Carolina
$1.16M -$3.74K -118 -0.3%
LPL Financial
40
LPL Financial
California
$989K +$986K +31,132 New
First Trust Advisors
41
First Trust Advisors
Illinois
$935K +$17.5K +551 +2%
AA
42
ALPS Advisors
Colorado
$856K +$175K +5,539 +26%
Charles Schwab
43
Charles Schwab
California
$815K – – –
CCA
44
Conestoga Capital Advisors
Pennsylvania
$811K +$455K +14,375 +129%
Deutsche Bank
45
Deutsche Bank
Germany
$751K -$74K -2,336 -9%
Wells Fargo
46
Wells Fargo
California
$670K +$22K +695 +3%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$667K +$98.2K +3,100 +17%
Swiss National Bank
48
Swiss National Bank
Switzerland
$648K +$28.5K +900 +5%
GH
49
GAM Holding
Switzerland
$636K – – –
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$630K +$304K +9,600 +94%
1
2
3 4 5

WLDN Hedge Fund Activity: Q4 2019 in Review

95 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2019, worth a combined $306M — down 7.9% from $333M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of WLDN and 7 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 38 added.

The largest buyer was William Blair Investment Management, adding an estimated $11.6M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $8.36M sold.

  • 95 institutional investors held Willdan Group (WLDN) as of Q4 2019, down from 104 in Q3 2019.
  • Funds reported $306M of Willdan Group stock for Q4 2019, down 7.9% quarter-over-quarter.
  • 7 funds opened new Willdan Group positions in Q4 2019 and 15 closed out, a net change of -8 holders.
  • The largest Willdan Group buyer in Q4 2019 was William Blair Investment Management, an estimated $11.6M added.
  • The largest Willdan Group seller in Q4 2019 was Driehaus Capital Management, an estimated $8.36M sold.

Based on aggregated 13F filings for Q4 2019.