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Willdan Group

76 hedge funds and large institutions have $188M invested in Willdan Group in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,757% more call options, than puts

Call options by funds: $130K | Put options by funds: $7K

17% more capital invested

Capital invested by funds: $161M → $188M (+$26.7M)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.13% less ownership

Funds ownership: 81.8%80.67% (-1.1%)

4% less funds holding

Funds holding: 7976 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
29
Reduced
25
Closed
9
Calls
$130K
Puts
$7K
Net Calls
+$123K
Net Calls Change
+$123K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$150K -$62 -4 -0%
Federated Hermes
52
Federated Hermes
Pennsylvania
$147K +$127K +8,215 New
MIM
53
MetLife Investment Management
New Jersey
$128K
AIG
54
American International Group
New York
$98K -$308 -20 -0.4%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$82.8K -$165K -10,742 -70%
Deutsche Bank
56
Deutsche Bank
Germany
$82.2K +$1.22K +79 +2%
UBS Group
57
UBS Group
Switzerland
$58.4K +$24.3K +1,576 +93%
Barclays
58
Barclays
United Kingdom
$55.6K +$40K +2,597 +499%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$32.3K -$36.3K -2,357 -57%
AB
60
Amalgamated Bank
New York
$27K
Legal & General Group
61
Legal & General Group
United Kingdom
$21.5K -$48.1K -3,124 -72%
AIP
62
Ameritas Investment Partners
Nebraska
$15.7K
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$12.9K +$1.52K +99 +16%
PCM
64
Penserra Capital Management
California
$11K +$2.82K +183 +41%
GWM
65
Geneos Wealth Management
Colorado
$10.7K
EWA
66
EverSource Wealth Advisors
Alabama
$7.6K +$6.56K +426 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$5.68K +$2.96K +192 +152%
TWA
68
TCI Wealth Advisors
Arizona
$4.89K +$4.22K +274 New
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$4.12K -$229K -14,868 -6%
Osaic Holdings
70
Osaic Holdings
Arizona
$3K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$1.77K +$1.52K +99 New
Citigroup
72
Citigroup
New York
$1.41K -$6.27K -407 -84%
IA
73
IFP Advisors
Florida
$1K +$293 +19 New
Wells Fargo
74
Wells Fargo
California
$750 -$786 -51 -55%
AF
75
Allworth Financial
California
$18