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Willdan Group

91 hedge funds and large institutions have $213M invested in Willdan Group in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

77% more call options, than puts

Call options by funds: $69K | Put options by funds: $39K

8% more funds holding

Funds holding: 8491 (+7)

6% more capital invested

Capital invested by funds: $201M → $213M (+$12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

1.15% less ownership

Funds ownership: 77.71%76.56% (-1.2%)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
27
Reduced
28
Closed
4
Calls
$69K
Puts
$39K
Net Calls
+$30K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$311K +$16.7K +787 +5%
WAM
52
Wilsey Asset Management
California
$311K
JP Morgan Chase
53
JP Morgan Chase
New York
$295K +$105K +4,937 +52%
PFT
54
Providence First Trust
Arizona
$288K
UBS Group
55
UBS Group
Switzerland
$284K +$4.83K +228 +2%
Squarepoint
56
Squarepoint
New York
$263K -$203K -9,552 -43%
CIS
57
Connors Investor Services
Pennsylvania
$259K
WS
58
Wedbush Securities
California
$242K
SEI Investments
59
SEI Investments
Pennsylvania
$235K +$13.7K +645 +6%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$232K +$6.3K +297 +3%
Bank of America
61
Bank of America
North Carolina
$222K +$46.5K +2,194 +25%
Connor, Clark & Lunn Investment Management (CC&L)
62
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$213K +$222K +10,449 New
Comerica Bank
63
Comerica Bank
Texas
$191K +$198K +9,343 New
Federated Hermes
64
Federated Hermes
Pennsylvania
$158K
MIM
65
MetLife Investment Management
New Jersey
$146K
AIG
66
American International Group
New York
$124K +$4.6K +217 +4%
Deutsche Bank
67
Deutsche Bank
Germany
$114K -$3.39K -160 -3%
SG Americas Securities
68
SG Americas Securities
New York
$109K +$113K +5,328 New
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$106K +$42.4K +2,001 +63%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$104K +$17.3K +814 +19%
Lazard Asset Management
71
Lazard Asset Management
New York
$77K +$80.5K +3,798 New
Wells Fargo
72
Wells Fargo
California
$61.7K -$34.5K -1,626 -35%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$55K -$28.9K -1,365 -34%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$44.5K +$46.2K +2,180 New
Barclays
75
Barclays
United Kingdom
$43.2K -$6.59K -311 -13%