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Willdan Group

90 hedge funds and large institutions have $224M invested in Willdan Group in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,500% more call options, than puts

Call options by funds: $92K | Put options by funds: $2K

6% more capital invested

Capital invested by funds: $213M → $224M (+$11.8M)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.04% more ownership

Funds ownership: 76.56%76.6% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9190 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
32
Reduced
30
Closed
5
Calls
$92K
Puts
$2K
Net Calls
+$90K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Frontier Capital Management
Massachusetts
$1.14M -$295K -14,861 -22%
PAM
27
Panagora Asset Management
Massachusetts
$1.04M +$124K +6,216 +15%
SAM
28
Storebrand Asset Management
Norway
$791K +$139K +7,006 +24%
Victory Capital Management
29
Victory Capital Management
Texas
$768K -$49K -2,466 -6%
Charles Schwab
30
Charles Schwab
California
$729K
Citadel Advisors
31
Citadel Advisors
Florida
$718K -$1.43K -72 -0.2%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$712K +$55K +2,766 +9%
Invesco
33
Invesco
Georgia
$705K +$143K +7,189 +28%
Marshall Wace
34
Marshall Wace
United Kingdom
$693K -$41.9K -2,108 -6%
N
35
Nuveen
North Carolina
$649K +$113K +5,666 +23%
HIM
36
Hillsdale Investment Management
Ontario, Canada
$646K -$1.05M -52,664 -64%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$634K -$95K -4,781 -14%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$602K -$85.4K -4,300 -13%
QC
39
Quadrature Capital
United Kingdom
$541K +$179K +8,997 +56%
GF
40
Gabelli Funds
New York
$516K -$19.9K -1,000 -4%
First Trust Advisors
41
First Trust Advisors
Illinois
$493K -$133K -6,696 -23%
WHC
42
Wulff, Hansen & Co
California
$417K -$99.5K -5,006 -20%
Two Sigma Investments
43
Two Sigma Investments
New York
$413K +$42.1K +2,117 +12%
SO
44
STRS Ohio
Ohio
$410K -$31.8K -1,600 -8%
UBS Group
45
UBS Group
Switzerland
$401K +$94.1K +4,735 +34%
JP Morgan Chase
46
JP Morgan Chase
New York
$398K +$81.3K +4,092 +28%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$380K -$9.44K -475 -3%
Barclays
48
Barclays
United Kingdom
$361K +$292K +14,693 +694%
BCM
49
Bridgeway Capital Management
Texas
$359K
Bank of America
50
Bank of America
North Carolina
$320K +$80.2K +4,034 +37%