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Willdan Group

50 hedge funds and large institutions have $32.3M invested in Willdan Group in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

11% more funds holding

Funds holding: 4550 (+5)

15% less capital invested

Capital invested by funds: $38M → $32.3M (-$5.69M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
22
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
F
51
FolioMetrix
Nebraska
-$377K -23,800 Closed
CAM
52
ClariVest Asset Management
California
-$215K -13,582 Closed
WRM
53
Westport Resources Management
Connecticut
-$149K -9,400 Closed
Creative Planning
54
Creative Planning
Kansas
-$21K -1,312 Closed
ClearBridge Investments
55
ClearBridge Investments
New York
-$16K -1,000 Closed
DADC
56
D.A. Davidson & Co
Montana
-$4K -300 Closed
TRCT
57
Tower Research Capital (TRC)
New York
-$492 -35 -56%

WLDN Hedge Fund Activity: Q2 2015 in Review

50 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2015, worth a combined $32.3M — down 15% from $38M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WLDN positions and 8 closed out — a net gain of 5 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.51M. The largest seller was EAM Investors, exiting entirely with an estimated $1.42M sold.

  • 50 institutional investors held Willdan Group (WLDN) as of Q2 2015, up from 45 in Q1 2015.
  • Funds reported $32.3M of Willdan Group stock for Q2 2015, down 15% quarter-over-quarter.
  • 13 funds opened new Willdan Group positions in Q2 2015 and 8 closed out, a net change of +5 holders.
  • The largest Willdan Group buyer in Q2 2015 was Renaissance Technologies, an estimated $2.51M added.
  • The largest Willdan Group seller in Q2 2015 was EAM Investors, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2015.