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Willdan Group
WLDN

104 hedge funds and large institutions have $333M invested in Willdan Group in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 102 → 104 (+2)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.88% less ownership

Funds ownership: 87.21% → 84.33% (-2.9%)

8% less capital invested

Capital invested by funds: $361M → $333M (-$28.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $340K

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
36
Reduced
33
Closed
9
Calls
–
Puts
$340K
Net Calls
-$340K
Net Calls Change
-$340K

Top Buyers

1
SAM
Silvercrest Asset Management
New York
+$9.13M
2
DnB Asset Management
DnB Asset Management
Norway
+$3.42M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$1.95M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.78M
5
BlackRock
BlackRock
New York
+$1.72M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$8.13M
2
EAM
Eagle Asset Management
Florida
-$2.74M
3
Boston Partners
Boston Partners
Massachusetts
-$2.11M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$1.55M
5
SCA
Summit Creek Advisors
Minnesota
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$697K – – –
Swiss National Bank
52
Swiss National Bank
Switzerland
$684K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$628K -$64.2K -1,800 -9%
PFT
54
Providence First Trust
Arizona
$602K – – –
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$587K +$55.4K +1,552 +10%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$549K +$17.1K +480 +3%
Squarepoint
57
Squarepoint
New York
$498K +$31.1K +872 +7%
WG
58
Winton Group
United Kingdom
$476K +$255K +7,160 +112%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$452K -$1.43K -40 -0.3%
MYIA
60
Mount Yale Investment Advisors
Colorado
$408K -$2.28K -64 -0.4%
CCA
61
Conestoga Capital Advisors
Pennsylvania
$390K +$16.1K +450 +4%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$383K -$7.1K -199 -2%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$375K – – –
CCIA
64
Campbell & Co Investment Adviser
Maryland
$361K +$115K +3,228 +46%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$359K +$1.82K +51 +0.5%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$343K – – –
JMPWA
67
JP Morgan Private Wealth Advisors
California
$323K +$70.9K +1,988 +28%
UBS Group
68
UBS Group
Switzerland
$300K +$218K +6,106 +250%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$286K – – –
PP
70
PDT Partners
New York
$277K -$1.28K -36 -0.5%
AllianceBernstein
71
AllianceBernstein
Tennessee
$256K +$260K +7,300 New
Goldman Sachs
72
Goldman Sachs
New York
$255K +$10.3K +288 +4%
Citadel Advisors
73
Citadel Advisors
Florida
$249K +$14.4K +403 +6%
Stifel Financial
74
Stifel Financial
Missouri
$242K +$246K +6,896 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$226K – – –
1 2
3
4 5

WLDN Hedge Fund Activity: Q3 2019 in Review

104 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2019, worth a combined $333M — down 8% from $361M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WLDN positions and 9 closed out — a net gain of 3 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $9.13M. The largest seller was TimesSquare Capital Management, cutting an estimated $8.13M.

  • 104 institutional investors held Willdan Group (WLDN) as of Q3 2019, up from 102 in Q2 2019.
  • Funds reported $333M of Willdan Group stock for Q3 2019, down 8% quarter-over-quarter.
  • 12 funds opened new Willdan Group positions in Q3 2019 and 9 closed out, a net change of +3 holders.
  • The largest Willdan Group buyer in Q3 2019 was Silvercrest Asset Management, an estimated $9.13M added.
  • The largest Willdan Group seller in Q3 2019 was TimesSquare Capital Management, an estimated $8.13M sold.

Based on aggregated 13F filings for Q3 2019.