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Willdan Group

79 hedge funds and large institutions have $161M invested in Willdan Group in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

6.57% more ownership

Funds ownership: 75.23%81.8% (+6.6%)

4% less funds holding

Funds holding: 8279 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

41% less capital invested

Capital invested by funds: $275M → $161M (-$114M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
31
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1M -$6.65K -278 -0.4%
WT
27
Whittier Trust
California
$862K +$63.5K +2,655 +5%
CCA
28
Conestoga Capital Advisors
Pennsylvania
$786K +$239K +10,010 +23%
EIM
29
Essex Investment Management
Massachusetts
$682K +$30.8K +1,288 +3%
EVM
30
Eaton Vance Management
Massachusetts
$651K +$165K +6,898 +19%
N
31
Nuveen
North Carolina
$578K -$7.89K -330 -0.8%
Charles Schwab
32
Charles Schwab
California
$473K
Swiss National Bank
33
Swiss National Bank
Switzerland
$440K +$23.9K +1,000 +3%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$439K +$26.5K +1,109 +4%
GI
35
GAMCO Investors
Connecticut
$429K
WAM
36
Wilsey Asset Management
California
$407K +$658K +27,484 New
Citadel Advisors
37
Citadel Advisors
Florida
$384K +$409K +17,089 +193%
GF
38
Gabelli Funds
New York
$347K +$59.8K +2,500 +12%
SAM
39
Storebrand Asset Management
Norway
$313K
Morgan Stanley
40
Morgan Stanley
New York
$296K +$29.8K +1,247 +7%
Invesco
41
Invesco
Georgia
$289K -$21.4K -896 -4%
First Trust Advisors
42
First Trust Advisors
Illinois
$262K -$2.42M -101,248 -85%
WHC
43
Wulff, Hansen & Co
California
$254K
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$252K +$22.5K +939 +6%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$228K +$5.31K +222 +1%
PFT
46
Providence First Trust
Arizona
$209K
Man Group
47
Man Group
United Kingdom
$207K +$335K +14,000 New
Stifel Financial
48
Stifel Financial
Missouri
$200K +$5K +209 +2%
WS
49
Wedbush Securities
California
$193K
JP Morgan Chase
50
JP Morgan Chase
New York
$176K -$992K -41,461 -78%