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Willdan Group

104 hedge funds and large institutions have $391M invested in Willdan Group in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

843% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $591K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

7% more funds holding

Funds holding: 97104 (+7)

0.61% more ownership

Funds ownership: 77.28%77.9% (+0.61%)

0% more capital invested

Capital invested by funds: $389M → $391M (+$1.63M)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
31
Reduced
33
Closed
11
Calls
$5.57M
Puts
$591K
Net Calls
+$4.98M
Net Calls Change
+$3.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$3.55M +$3.97M +86,400 New
HI
27
Handelsinvest Investeringsforvaltning
Denmark
$3.28M -$460K -10,000 -11%
MOACM
28
Mutual of America Capital Management
New York
$3.11M +$3.48M +75,664 New
WC
29
Walthausen & Co
New York
$2.84M -$51K -1,109 -2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.8M +$21.5K +468 +0.7%
Victory Capital Management
31
Victory Capital Management
Texas
$2.75M +$3.08M +66,980 New
KCM
32
Kornitzer Capital Management
Kansas
$2.72M +$354K +7,700 +13%
Citadel Advisors
33
Citadel Advisors
Florida
$2.47M +$2.77M +60,135 New
FCM
34
Frontier Capital Management
Massachusetts
$2.2M +$2.46M +53,565 New
JP Morgan Chase
35
JP Morgan Chase
New York
$2.14M +$989K +21,496 +70%
WT
36
Whittier Trust
California
$1.99M
Millennium Management
37
Millennium Management
New York
$1.85M +$2.07M +44,966 New
CCA
38
Conestoga Capital Advisors
Pennsylvania
$1.75M
EIM
39
Essex Investment Management
Massachusetts
$1.71M -$206K -4,470 -10%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.7M +$118K +2,576 +7%
N
41
Nuveen
North Carolina
$1.61M -$25.4K -552 -1%
Morgan Stanley
42
Morgan Stanley
New York
$1.47M +$1.21M +26,299 +274%
Charles Schwab
43
Charles Schwab
California
$1.08M +$25.8K +562 +2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.06M
Russell Investments Group
45
Russell Investments Group
United Kingdom
$990K +$342K +7,431 +44%
GI
46
GAMCO Investors
Connecticut
$913K +$1.84K +40 +0.2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$870K -$87.7K -1,906 -8%
Stifel Financial
48
Stifel Financial
Missouri
$821K +$260K +5,655 +39%
SAM
49
Storebrand Asset Management
Norway
$813K +$392K +8,516 +75%
PP
50
PDT Partners
New York
$788K +$883K +19,188 New