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Willdan Group

104 hedge funds and large institutions have $391M invested in Willdan Group in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

843% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $591K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

7% more funds holding

Funds holding: 97104 (+7)

0.61% more ownership

Funds ownership: 77.28%77.9% (+0.61%)

0% more capital invested

Capital invested by funds: $389M → $391M (+$1.63M)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
31
Reduced
33
Closed
11
Calls
$5.57M
Puts
$591K
Net Calls
+$4.98M
Net Calls Change
+$3.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$757K +$386K +8,396 +84%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$705K -$836K -18,170 -51%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$640K -$6.44K -140 -0.9%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$640K
ECM
55
ExodusPoint Capital Management
New York
$623K +$698K +15,167 New
OMC
56
Old Mission Capital
Illinois
$595K +$666K +14,489 New
PFT
57
Providence First Trust
Arizona
$579K
E
58
Ergoteles
New York
$571K +$639K +13,900 New
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$553K -$28.1K -610 -4%
DAS
60
Dynamic Advisor Solutions
Arizona
$547K +$613K +13,317 New
WS
61
Wedbush Securities
California
$540K -$111K -2,403 -15%
ACM
62
Argent Capital Management
Missouri
$534K -$44.8K -975 -7%
Goldman Sachs
63
Goldman Sachs
New York
$491K +$269K +5,856 +96%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$488K -$32.9K -716 -6%
Brown Advisory
65
Brown Advisory
Maryland
$461K +$155K +3,370 +43%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$439K
UCFA
67
United Capital Financial Advisors
Texas
$411K -$2.04M -44,400 -82%
HF
68
HRT Financial
New York
$410K +$460K +10,005 New
Jane Street
69
Jane Street
New York
$383K +$430K +9,342 New
Barclays
70
Barclays
United Kingdom
$354K +$243K +5,291 +159%
Fiera Capital (Canada)
71
Fiera Capital (Canada)
Quebec, Canada
$349K +$391K +8,500 New
CS
72
Credit Suisse
Switzerland
$316K -$476K -10,347 -57%
Marshall Wace
73
Marshall Wace
United Kingdom
$309K +$346K +7,526 New
Deutsche Bank
74
Deutsche Bank
Germany
$284K -$28.8K -627 -8%
MYIA
75
Mount Yale Investment Advisors
Colorado
$284K