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Willdan Group

98 hedge funds and large institutions have $356M invested in Willdan Group in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

2.25% less ownership

Funds ownership: 77.9%75.65% (-2.3%)

6% less funds holding

Funds holding: 10498 (-6)

9% less capital invested

Capital invested by funds: $391M → $356M (-$34.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
39
Reduced
33
Closed
12
Calls
$4.72M
Puts
Net Calls
+$4.72M
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
ALPS Advisors
Colorado
$3.57M -$619K -16,013 -14%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.42M -$431K -11,167 -11%
MOACM
28
Mutual of America Capital Management
New York
$3.31M +$475K +12,285 +16%
Victory Capital Management
29
Victory Capital Management
Texas
$3.22M +$715K +18,514 +28%
HI
30
Handelsinvest Investeringsforvaltning
Denmark
$3.01M
WC
31
Walthausen & Co
New York
$2.92M +$321K +8,310 +12%
KCM
32
Kornitzer Capital Management
Kansas
$2.67M +$178K +4,600 +7%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$2.58M +$17.6K +455 +0.7%
Citadel Advisors
34
Citadel Advisors
Florida
$2.48M +$228K +5,902 +10%
JP Morgan Chase
35
JP Morgan Chase
New York
$2.06M +$103K +2,675 +5%
WT
36
Whittier Trust
California
$1.95M +$133K +3,439 +7%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.78M +$231K +5,971 +14%
Morgan Stanley
38
Morgan Stanley
New York
$1.73M +$385K +9,974 +28%
CCA
39
Conestoga Capital Advisors
Pennsylvania
$1.65M +$36.7K +950 +2%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$1.59M +$1.3M +33,654 +396%
EIM
41
Essex Investment Management
Massachusetts
$1.45M -$127K -3,300 -8%
N
42
Nuveen
North Carolina
$1.4M -$84.8K -2,196 -6%
Charles Schwab
43
Charles Schwab
California
$1.02M +$31.8K +822 +3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1M +$27K +700 +3%
Deutsche Bank
45
Deutsche Bank
Germany
$938K +$695K +17,998 +260%
GI
46
GAMCO Investors
Connecticut
$931K +$96.6K +2,500 +11%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$907K
Renaissance Technologies
48
Renaissance Technologies
New York
$753K -$2.56M -66,398 -77%
Stifel Financial
49
Stifel Financial
Missouri
$736K -$17.2K -445 -2%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$609K -$39K -1,010 -6%