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Willdan Group

91 hedge funds and large institutions have $213M invested in Willdan Group in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

77% more call options, than puts

Call options by funds: $69K | Put options by funds: $39K

8% more funds holding

Funds holding: 8491 (+7)

6% more capital invested

Capital invested by funds: $201M → $213M (+$12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

1.15% less ownership

Funds ownership: 77.71%76.56% (-1.2%)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
27
Reduced
28
Closed
4
Calls
$69K
Puts
$39K
Net Calls
+$30K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Legato Capital Management
California
$1.1M -$54K -2,548 -5%
CCA
27
Conestoga Capital Advisors
Pennsylvania
$1.08M
PAM
28
Panagora Asset Management
Massachusetts
$865K +$200K +9,441 +29%
Victory Capital Management
29
Victory Capital Management
Texas
$780K -$3.75K -177 -0.5%
Marshall Wace
30
Marshall Wace
United Kingdom
$701K -$18.3K -864 -2%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$700K +$726K +34,255 New
Charles Schwab
32
Charles Schwab
California
$692K
Citadel Advisors
33
Citadel Advisors
Florida
$683K -$33.8K -1,592 -5%
Morgan Stanley
34
Morgan Stanley
New York
$665K -$10.2K -479 -1%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$660K -$84.8K -4,000 -11%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$620K +$153K +7,220 +31%
SAM
37
Storebrand Asset Management
Norway
$608K +$258K +12,175 +69%
First Trust Advisors
38
First Trust Advisors
Illinois
$605K +$86K +4,054 +16%
Invesco
39
Invesco
Georgia
$523K +$4.07K +192 +0.8%
GF
40
Gabelli Funds
New York
$511K
N
41
Nuveen
North Carolina
$501K
WHC
42
Wulff, Hansen & Co
California
$499K +$154K +7,267 +42%
TI
43
Trexquant Investment
Connecticut
$470K -$188K -8,889 -28%
SO
44
STRS Ohio
Ohio
$422K +$439K +20,700 New
Osaic Holdings
45
Osaic Holdings
Arizona
$412K +$212K +10,000 +98%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$370K +$11.2K +529 +3%
Millennium Management
47
Millennium Management
New York
$366K -$857K -40,418 -69%
Two Sigma Investments
48
Two Sigma Investments
New York
$349K +$75.1K +3,540 +26%
BCM
49
Bridgeway Capital Management
Texas
$341K
QC
50
Quadrature Capital
United Kingdom
$327K +$341K +16,075 New