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Willdan Group

90 hedge funds and large institutions have $224M invested in Willdan Group in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,500% more call options, than puts

Call options by funds: $92K | Put options by funds: $2K

6% more capital invested

Capital invested by funds: $213M → $224M (+$11.8M)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.04% more ownership

Funds ownership: 76.56%76.6% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9190 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
32
Reduced
30
Closed
5
Calls
$92K
Puts
$2K
Net Calls
+$90K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$314K -$12.8K -645 -4%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$309K +$286K +14,374 New
TI
53
Trexquant Investment
Connecticut
$306K -$175K -8,782 -38%
PFT
54
Providence First Trust
Arizona
$303K
CIS
55
Connors Investor Services
Pennsylvania
$272K
B
56
Bailard
California
$258K +$238K +12,000 New
WS
57
Wedbush Securities
California
$255K
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$250K +$5.62K +283 +2%
SEI Investments
59
SEI Investments
Pennsylvania
$247K
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$234K +$8.62K +434 +4%
Osaic Holdings
61
Osaic Holdings
Arizona
$218K -$199K -10,000 -50%
Squarepoint
62
Squarepoint
New York
$208K -$62.9K -3,166 -25%
Comerica Bank
63
Comerica Bank
Texas
$204K +$2.5K +126 +1%
PCM
64
Perritt Capital Management
Illinois
$172K +$159K +8,000 New
MIM
65
MetLife Investment Management
New Jersey
$154K
Federated Hermes
66
Federated Hermes
Pennsylvania
$149K -$16.7K -841 -11%
SG Americas Securities
67
SG Americas Securities
New York
$146K +$28.8K +1,448 +27%
AIG
68
American International Group
New York
$130K -$497 -25 -0.4%
Deutsche Bank
69
Deutsche Bank
Germany
$115K -$4.17K -210 -4%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$112K
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$93.4K +$43K +2,163 +99%
Lazard Asset Management
72
Lazard Asset Management
New York
$84K +$2.38K +120 +3%
Wells Fargo
73
Wells Fargo
California
$80.9K +$14.7K +742 +25%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$71.6K -$35.4K -1,781 -35%
PCM
75
Penserra Capital Management
California
$46K +$1.85K +93 +4%