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Willdan Group

155 hedge funds and large institutions have $383M invested in Willdan Group in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

12% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.64M

8% more funds holding

Funds holding: 143155 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.38% less ownership

Funds ownership: 73.46%71.08% (-2.4%)

9% less capital invested

Capital invested by funds: $421M → $383M (-$38.8M)

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
61
Reduced
44
Closed
18
Calls
$1.84M
Puts
$1.64M
Net Calls
+$202K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$3.57M +$2.08M +48,373 +107%
Ameriprise
27
Ameriprise
Minnesota
$3.48M +$1.25M +29,169 +47%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$3.4M +$722K +16,832 +23%
CSS
29
Cubist Systematic Strategies
Connecticut
$3.29M +$1.08M +25,061 +41%
TI
30
Trexquant Investment
Connecticut
$3.27M +$1.55M +36,111 +73%
AQR Capital Management
31
AQR Capital Management
Connecticut
$3.27M +$1.75M +40,853 +91%
OAM
32
Oberweis Asset Management
Illinois
$3.05M +$42.9K +1,000 +1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.84M -$20.4K -475 -0.6%
Morgan Stanley
34
Morgan Stanley
New York
$2.61M -$925K -21,549 -24%
AllianceBernstein
35
AllianceBernstein
Tennessee
$2.39M +$2.69M +62,732 New
UBS Group
36
UBS Group
Switzerland
$2.24M +$1.77M +41,270 +237%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$2.21M -$48.4K -1,127 -2%
JP Morgan Chase
38
JP Morgan Chase
New York
$2.12M -$895K -20,858 -27%
DSCM
39
Divisadero Street Capital Management
Florida
$2.11M -$309K -7,209 -12%
KCM
40
Kennedy Capital Management
Missouri
$2.08M -$67.7K -1,578 -3%
PAM
41
Panagora Asset Management
Massachusetts
$2.02M -$96.7K -2,254 -4%
Lazard Asset Management
42
Lazard Asset Management
New York
$1.8M +$717K +16,703 +55%
CCA
43
Conestoga Capital Advisors
Pennsylvania
$1.68M -$5.15K -120 -0.3%
Charles Schwab
44
Charles Schwab
California
$1.65M +$290K +6,754 +18%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$1.64M -$506K -11,795 -21%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$1.58M -$64.7K -1,507 -3%
LCM
47
Legato Capital Management
California
$1.57M -$543K -12,648 -24%
AIM
48
Ausbil Investment Management
Australia
$1.46M +$1.26M +29,318 +341%
KCM
49
Kornitzer Capital Management
Kansas
$1.44M -$1.15M -26,700 -41%
SEI Investments
50
SEI Investments
Pennsylvania
$1.34M +$620K +14,458 +70%