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Willdan Group

98 hedge funds and large institutions have $356M invested in Willdan Group in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

2.25% less ownership

Funds ownership: 77.9%75.65% (-2.3%)

6% less funds holding

Funds holding: 10498 (-6)

9% less capital invested

Capital invested by funds: $391M → $356M (-$34.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
39
Reduced
33
Closed
12
Calls
$4.72M
Puts
Net Calls
+$4.72M
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
51
Seizert Capital Partners
Michigan
$570K +$584K +15,131 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$565K -$21.8K -565 -4%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$549K -$39K -1,010 -6%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$540K +$95.2K +2,464 +21%
PFT
55
Providence First Trust
Arizona
$531K
ACM
56
Argent Capital Management
Missouri
$522K +$33.6K +870 +7%
PP
57
PDT Partners
New York
$506K -$222K -5,745 -30%
DAS
58
Dynamic Advisor Solutions
Arizona
$501K
WS
59
Wedbush Securities
California
$499K +$3.86K +100 +0.8%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$458K -$50.7K -1,312 -10%
SAM
61
Storebrand Asset Management
Norway
$444K -$309K -8,007 -40%
Brown Advisory
62
Brown Advisory
Maryland
$424K +$1.43K +37 +0.3%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$406K +$3.4K +88 +0.8%
UCFA
64
United Capital Financial Advisors
Texas
$376K
GF
65
Gabelli Funds
New York
$325K +$86.1K +2,230 +35%
CS
66
Credit Suisse
Switzerland
$316K +$26.4K +683 +9%
Goldman Sachs
67
Goldman Sachs
New York
$296K -$159K -4,109 -34%
LCM
68
Legato Capital Management
California
$292K +$299K +7,747 New
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270K +$30.8K +797 +12%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$270K +$277K +7,183 New
MYIA
71
Mount Yale Investment Advisors
Colorado
$261K
Millennium Management
72
Millennium Management
New York
$241K -$1.49M -38,556 -86%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$232K +$3.21K +83 +1%
CIS
74
Connors Investor Services
Pennsylvania
$228K +$15.4K +400 +7%
ECM
75
ExodusPoint Capital Management
New York
$201K -$380K -9,831 -65%