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Willdan Group

143 hedge funds and large institutions have $421M invested in Willdan Group in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 29

40% more capital invested

Capital invested by funds: $300M → $421M (+$121M)

30% more funds holding

Funds holding: 110143 (+33)

1.83% less ownership

Funds ownership: 75.29%73.46% (-1.8%)

12% less call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.43M

Holders
143
Holders Change
+33
Holders Change %
+30%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
54
Reduced
29
Closed
13
Calls
$1.26M
Puts
$1.43M
Net Calls
-$165K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.64M +$2.11M +58,632 +194%
N
27
Nuveen
North Carolina
$3.61M +$604K +16,810 +24%
Marshall Wace
28
Marshall Wace
United Kingdom
$3.46M +$232K +6,453 +8%
OAM
29
Oberweis Asset Management
Illinois
$3.24M
JP Morgan Chase
30
JP Morgan Chase
New York
$3.14M +$1.25M +34,699 +83%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.08M +$2.52K +70 +0.1%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$2.97M +$2.61M +72,522 New
KCM
33
Kornitzer Capital Management
Kansas
$2.64M -$539K -15,000 -19%
DSCM
34
Divisadero Street Capital Management
Florida
$2.56M +$2.25M +62,537 New
Ameriprise
35
Ameriprise
Minnesota
$2.54M +$2.23M +62,100 New
CSS
36
Cubist Systematic Strategies
Connecticut
$2.51M +$1.83M +50,982 +494%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$2.47M -$127K -3,525 -6%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$2.42M +$2.13M +59,156 +328,644%
KCM
39
Kennedy Capital Management
Missouri
$2.3M -$28.3K -788 -1%
PAM
40
Panagora Asset Management
Massachusetts
$2.26M -$45.7K -1,272 -2%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$2.25M +$442K +12,304 +29%
LCM
42
Legato Capital Management
California
$2.2M +$4.13K +115 +0.2%
TI
43
Trexquant Investment
Connecticut
$2.03M +$458K +12,760 +35%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.87M +$589K +16,394 +56%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$1.85M +$1.01M +28,231 +166%
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.84M +$249K +6,939 +18%
CCA
47
Conestoga Capital Advisors
Pennsylvania
$1.81M -$410K -11,400 -20%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.76M -$345K -9,604 -18%
Charles Schwab
49
Charles Schwab
California
$1.5M +$34.6K +964 +3%
EI
50
EAM Investors
California
$1.32M