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Willdan Group

99 hedge funds and large institutions have $334M invested in Willdan Group in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.54% more ownership

Funds ownership: 80.11%84.65% (+4.5%)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0% more funds holding

Funds holding: 9999 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

7% less capital invested

Capital invested by funds: $361M → $334M (-$26.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
99
Holders Change
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
32
Closed
12
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
WC
26
Walthausen & Co
New York
$2.47M
ACM
27
Arosa Capital Management
Florida
$2.46M
HI
28
Handelsinvest Investeringsforvaltning
Denmark
$2.46M
KCM
29
Kornitzer Capital Management
Kansas
$2.44M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.18M -$31K -996 -1%
JP Morgan Chase
31
JP Morgan Chase
New York
$2.15M +$1.67M +53,702 +330%
Millennium Management
32
Millennium Management
New York
$1.99M -$764K -24,556 -27%
WT
33
Whittier Trust
California
$1.59M
CCA
34
Conestoga Capital Advisors
Pennsylvania
$1.35M +$1.71K +55 +0.1%
EIM
35
Essex Investment Management
Massachusetts
$1.33M +$62.1K +1,995 +5%
EVM
36
Eaton Vance Management
Massachusetts
$1.2M +$1.22M +39,058 New
N
37
Nuveen
North Carolina
$1.05M +$13.2K +425 +1%
TWMP
38
Taylor Wealth Management Partners
Massachusetts
$1.03M -$1.85M -59,309 -64%
Charles Schwab
39
Charles Schwab
California
$941K +$79.1K +2,540 +9%
Swiss National Bank
40
Swiss National Bank
Switzerland
$930K +$80.9K +2,600 +9%
GI
41
GAMCO Investors
Connecticut
$888K
E
42
Ergoteles
New York
$669K -$137K -4,394 -17%
SAM
43
Storebrand Asset Management
Norway
$617K +$153K +4,914 +32%
ACM
44
Argent Capital Management
Missouri
$559K -$10.1K -325 -2%
Invesco
45
Invesco
Georgia
$543K +$144K +4,621 +35%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$534K -$233K -7,500 -30%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$534K +$542K +17,400 New
Citadel Advisors
48
Citadel Advisors
Florida
$513K -$586K -18,838 -53%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$511K -$9.99K -321 -2%
WS
50
Wedbush Securities
California
$468K +$156K +5,000 +49%