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Willdan Group

102 hedge funds and large institutions have $361M invested in Willdan Group in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $324M → $361M (+$37.8M)

7.98% more ownership

Funds ownership: 79.23%87.21% (+8%)

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
102
Holders Change
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
42
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GH
51
GAM Holding
Switzerland
$745K
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$740K
Fidelity Investments
53
Fidelity Investments
Massachusetts
$734K +$707K +19,544 +12,448%
Swiss National Bank
54
Swiss National Bank
Switzerland
$726K +$705K +19,500 New
PFT
55
Providence First Trust
Arizona
$639K
AA
56
ALPS Advisors
Colorado
$633K +$310K +8,585 +102%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$566K +$3.43K +95 +0.6%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$565K
Squarepoint
59
Squarepoint
New York
$496K +$145K +4,006 +43%
MYIA
60
Mount Yale Investment Advisors
Colorado
$487K -$520K -14,398 -50%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$481K +$17.9K +496 +4%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$415K +$21.5K +595 +6%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$399K +$94K +2,600 +32%
CCA
64
Conestoga Capital Advisors
Pennsylvania
$398K +$63.6K +1,760 +20%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$379K +$868 +24 +0.2%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$364K
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$302K -$35.1K -971 -11%
PP
68
PDT Partners
New York
$296K +$91.9K +2,542 +47%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$269K +$261K +7,222 New
CCIA
70
Campbell & Co Investment Adviser
Maryland
$263K +$256K +7,072 New
Goldman Sachs
71
Goldman Sachs
New York
$260K +$31.9K +883 +14%
Citadel Advisors
72
Citadel Advisors
Florida
$250K +$242K +6,699 New
JP Morgan Chase
73
JP Morgan Chase
New York
$249K -$15.7K -435 -6%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$240K +$233K +6,456 New
WG
75
Winton Group
United Kingdom
$239K -$190K -5,252 -45%

WLDN Hedge Fund Activity: Q2 2019 in Review

102 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2019, worth a combined $361M — up 12% from $324M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WLDN positions and 14 closed out — a net gain of 3 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Cortina Asset Management, opening a new position worth an estimated $8.97M. The largest seller was Eagle Asset Management, cutting an estimated $4.5M.

  • 102 institutional investors held Willdan Group (WLDN) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $361M of Willdan Group stock for Q2 2019, up 12% quarter-over-quarter.
  • 17 funds opened new Willdan Group positions in Q2 2019 and 14 closed out, a net change of +3 holders.
  • The largest Willdan Group buyer in Q2 2019 was Cortina Asset Management, an estimated $8.97M added.
  • The largest Willdan Group seller in Q2 2019 was Eagle Asset Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2019.