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Willdan Group

94 hedge funds and large institutions have $317M invested in Willdan Group in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9894 (-4)

5.67% less ownership

Funds ownership: 75.65%69.97% (-5.7%)

11% less capital invested

Capital invested by funds: $356M → $317M (-$38.7M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
34
Reduced
31
Closed
8
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
-$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$513K +$3.24K +86 +0.6%
WS
52
Wedbush Securities
California
$507K +$37.7K +1,000 +8%
PFT
53
Providence First Trust
Arizona
$502K
DAS
54
Dynamic Advisor Solutions
Arizona
$474K
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$439K +$6.59K +175 +1%
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$430K -$93.8K -2,490 -17%
Millennium Management
57
Millennium Management
New York
$423K +$207K +5,488 +86%
SAM
58
Storebrand Asset Management
Norway
$420K
Morgan Stanley
59
Morgan Stanley
New York
$362K -$1.35M -35,732 -78%
UCFA
60
United Capital Financial Advisors
Texas
$356K
CS
61
Credit Suisse
Switzerland
$326K +$29.3K +778 +9%
GF
62
Gabelli Funds
New York
$309K +$1.73K +46 +0.5%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$298K -$91.2K -2,420 -22%
Goldman Sachs
64
Goldman Sachs
New York
$262K -$18.2K -483 -6%
PP
65
PDT Partners
New York
$255K -$237K -6,286 -47%
MYIA
66
Mount Yale Investment Advisors
Colorado
$246K
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K -$19.2K -510 -7%
CIS
68
Connors Investor Services
Pennsylvania
$229K +$15.1K +400 +7%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$220K
AIG
70
American International Group
New York
$217K -$1.09K -29 -0.5%
Bank of America
71
Bank of America
North Carolina
$165K -$21.7K -576 -11%
MIM
72
MetLife Investment Management
New Jersey
$163K
Barclays
73
Barclays
United Kingdom
$162K +$119K +3,170 +229%
SG Americas Securities
74
SG Americas Securities
New York
$157K +$167K +4,423 New
Legal & General Group
75
Legal & General Group
United Kingdom
$149K +$89.9K +2,386 +133%