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Willdan Group

101 hedge funds and large institutions have $301M invested in Willdan Group in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

34% more capital invested

Capital invested by funds: $224M → $301M (+$77M)

16% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.94M

12% more funds holding

Funds holding: 90101 (+11)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 76.6%75.69% (-0.91%)

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
32
Reduced
30
Closed
6
Calls
$2.24M
Puts
$1.94M
Net Calls
+$308K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Legato Capital Management
California
$1.56M
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$1.56M +$447K +20,541 +62%
Marshall Wace
28
Marshall Wace
United Kingdom
$1.48M +$411K +18,878 +59%
Citadel Advisors
29
Citadel Advisors
Florida
$1.37M +$301K +13,814 +41%
QC
30
Quadrature Capital
United Kingdom
$1.34M +$467K +21,459 +86%
TI
31
Tidal Investments
Wisconsin
$1.24M +$931K +42,754 New
Invesco
32
Invesco
Georgia
$1.19M +$179K +8,208 +25%
JFG
33
Jefferies Financial Group
New York
$1.04M +$783K +35,952 New
Morgan Stanley
34
Morgan Stanley
New York
$1.03M -$1.03M -47,092 -57%
SAM
35
Storebrand Asset Management
Norway
$1.02M -$35.3K -1,620 -4%
JP Morgan Chase
36
JP Morgan Chase
New York
$986K +$337K +15,493 +84%
Victory Capital Management
37
Victory Capital Management
Texas
$986K -$37.5K -1,725 -5%
Charles Schwab
38
Charles Schwab
California
$982K
EI
39
EAM Investors
California
$930K +$699K +32,095 New
N
40
Nuveen
North Carolina
$876K
First Trust Advisors
41
First Trust Advisors
Illinois
$749K +$63.1K +2,898 +13%
GF
42
Gabelli Funds
New York
$696K
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$690K -$91.4K -4,200 -15%
WHC
44
Wulff, Hansen & Co
California
$672K +$81.6K +3,750 +19%
Two Sigma Investments
45
Two Sigma Investments
New York
$646K +$67.3K +3,092 +16%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$541K +$22.1K +1,016 +6%
UBS Group
47
UBS Group
Switzerland
$535K -$4.14K -190 -1%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$524K +$156K +7,185 +66%
Goldman Sachs
49
Goldman Sachs
New York
$487K +$366K +16,792 New
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$484K +$50.7K +2,329 +16%