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Willdan Group

143 hedge funds and large institutions have $421M invested in Willdan Group in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 29

40% more capital invested

Capital invested by funds: $300M → $421M (+$121M)

30% more funds holding

Funds holding: 110143 (+33)

1.83% less ownership

Funds ownership: 75.29%73.46% (-1.8%)

12% less call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.43M

Holders
143
Holders Change
+33
Holders Change %
+30%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
54
Reduced
29
Closed
13
Calls
$1.26M
Puts
$1.43M
Net Calls
-$165K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teton Advisors
New York
$1.31M -$359K -10,000 -24%
Victory Capital Management
52
Victory Capital Management
Texas
$1.28M -$107K -2,976 -9%
Lazard Asset Management
53
Lazard Asset Management
New York
$1.25M +$477K +13,287 +77%
Two Sigma Investments
54
Two Sigma Investments
New York
$1.1M +$33.7K +939 +4%
SAM
55
Storebrand Asset Management
Norway
$1.05M -$201K -5,604 -18%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$1.03M +$709K +19,727 +365%
Citigroup
57
Citigroup
New York
$958K +$738K +20,538 +718%
Osaic Holdings
58
Osaic Holdings
Arizona
$943K +$414K +11,521 +100%
WHC
59
Wulff, Hansen & Co
California
$919K -$25.7K -714 -3%
II
60
Inspire Investing
Idaho
$855K +$751K +20,889 New
SEI Investments
61
SEI Investments
Pennsylvania
$846K +$454K +12,626 +157%
American Century Companies
62
American Century Companies
Missouri
$835K +$284K +7,893 +63%
Jane Street
63
Jane Street
New York
$814K +$179K +4,968 +33%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$802K -$32.2K -897 -4%
IEFM
65
IQ EQ Fund Management
Ireland
$756K
UBS Group
66
UBS Group
Switzerland
$714K +$84K +2,337 +15%
Barclays
67
Barclays
United Kingdom
$708K +$442K +12,297 +246%
GF
68
Gabelli Funds
New York
$696K -$108K -3,000 -15%
QC
69
Quadrature Capital
United Kingdom
$691K +$145K +4,029 +31%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$660K +$579K +16,106 New
Stifel Financial
71
Stifel Financial
Missouri
$657K +$53K +1,474 +10%
JF
72
Jump Financial
Illinois
$644K +$565K +15,730 New
Calamos Advisors
73
Calamos Advisors
Illinois
$643K +$565K +15,712 New
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$599K +$525K +14,624 New
SCM
75
Semanteon Capital Management
Massachusetts
$579K +$508K +14,134 New