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Willdan Group

94 hedge funds and large institutions have $317M invested in Willdan Group in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9894 (-4)

5.67% less ownership

Funds ownership: 75.65%69.97% (-5.7%)

11% less capital invested

Capital invested by funds: $356M → $317M (-$38.7M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
34
Reduced
31
Closed
8
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
-$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$3.08M +$34.5K +916 +1%
HI
27
Handelsinvest Investeringsforvaltning
Denmark
$2.85M
KCM
28
Kornitzer Capital Management
Kansas
$2.83M +$320K +8,500 +12%
ACM
29
Arosa Capital Management
Florida
$2.8M -$1.8M -47,834 -38%
WC
30
Walthausen & Co
New York
$2.5M -$276K -7,340 -9%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.4M -$48.8K -1,295 -2%
WT
32
Whittier Trust
California
$1.84M
CCA
33
Conestoga Capital Advisors
Pennsylvania
$1.56M +$2.83K +75 +0.2%
EIM
34
Essex Investment Management
Massachusetts
$1.36M -$9.15K -243 -0.6%
N
35
Nuveen
North Carolina
$1.35M +$55.9K +1,484 +4%
Citadel Advisors
36
Citadel Advisors
Florida
$1.25M -$1.16M -30,870 -47%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$1.25M -$269K -7,154 -17%
Amundi
38
Amundi
France
$1.13M +$1.2M +31,794 New
Russell Investments Group
39
Russell Investments Group
United Kingdom
$1.05M +$208K +5,529 +23%
Charles Schwab
40
Charles Schwab
California
$994K +$31.6K +839 +3%
Swiss National Bank
41
Swiss National Bank
Switzerland
$986K +$41.4K +1,100 +4%
Deutsche Bank
42
Deutsche Bank
Germany
$887K +$452 +12 +0%
GI
43
GAMCO Investors
Connecticut
$873K -$7.53K -200 -0.8%
First Trust Advisors
44
First Trust Advisors
Illinois
$871K -$864K -22,932 -48%
JP Morgan Chase
45
JP Morgan Chase
New York
$865K -$1.15M -30,400 -56%
Stifel Financial
46
Stifel Financial
Missouri
$662K -$36.7K -974 -5%
ACM
47
Argent Capital Management
Missouri
$592K +$104K +2,760 +20%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$581K +$5.95K +158 +1%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$571K +$38.8K +1,030 +7%
SCP
50
Seizert Capital Partners
Michigan
$513K -$26.7K -710 -5%