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Willdan Group

83 hedge funds and large institutions have $157M invested in Willdan Group in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

14% more capital invested

Capital invested by funds: $137M → $157M (+$19.9M)

2% less funds holding

Funds holding: 8583 (-2)

2.79% less ownership

Funds ownership: 65.43%62.64% (-2.8%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
31
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$358K -$34.5K -1,476 -10%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$343K
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$336K -$5.57K -238 -2%
Wells Fargo
54
Wells Fargo
California
$331K -$282K -12,073 -51%
TDC
55
Thompson Davis & Co
Virginia
$296K +$244K +10,450 New
Two Sigma Advisers
56
Two Sigma Advisers
New York
$295K -$21.1K -900 -8%
TI
57
Trexquant Investment
Connecticut
$286K +$236K +10,105 New
Victory Capital Management
58
Victory Capital Management
Texas
$256K +$211K +9,019 New
Invesco
59
Invesco
Georgia
$240K +$198K +8,470 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$230K
First Trust Advisors
61
First Trust Advisors
Illinois
$205K +$169K +7,240 New
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$194K -$168K -7,160 -51%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$181K +$4.56K +195 +3%
AIG
64
American International Group
New York
$139K -$6.18K -264 -5%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$105K +$86K +3,678 New
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$69K +$19.7K +843 +53%
US Bancorp
67
US Bancorp
Minnesota
$58K +$8.66K +370 +22%
DWM
68
Destination Wealth Management
California
$54K +$44.9K +1,921 New
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$48K +$749 +32 +2%
Barclays
70
Barclays
United Kingdom
$45K +$1.5K +64 +4%
JP Morgan Chase
71
JP Morgan Chase
New York
$44K -$2.57K -110 -7%
Legal & General Group
72
Legal & General Group
United Kingdom
$42K
Citigroup
73
Citigroup
New York
$22K +$15.3K +654 +536%
AIP
74
Ameritas Investment Partners
Nebraska
$19K
GWM
75
Geneos Wealth Management
Colorado
$17K