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Willdan Group

87 hedge funds and large institutions have $189M invested in Willdan Group in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

25% more capital invested

Capital invested by funds: $152M → $189M (+$37.7M)

8.99% more ownership

Funds ownership: 57.59%66.59% (+9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 9187 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
36
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$51K -$2.72K -85 -5%
TRCT
77
Tower Research Capital (TRC)
New York
$44K +$17.1K +533 +63%
US Bancorp
78
US Bancorp
Minnesota
$40K -$16.3K -509 -29%
Legal & General Group
79
Legal & General Group
United Kingdom
$36K
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$23.9K -$1.76K -55 -7%
AIP
81
Ameritas Investment Partners
Nebraska
$20K
GWM
82
Geneos Wealth Management
Colorado
$19K
SPIA
83
Steward Partners Investment Advisory
New York
$9K
FHA
84
First Horizon Advisors
Tennessee
$4K
GT
85
Glenmede Trust
Pennsylvania
$3K
BIM
86
Bogle Investment Management
Massachusetts
-$2.51M -82,272 Closed
NA
87
Navellier & Associates
Nevada
-$957K -31,331 Closed
RJFSA
88
Raymond James Financial Services Advisors
Florida
-$601K -19,684 Closed
AA
89
ALPS Advisors
Colorado
-$432K -14,146 Closed
EGA
90
Eagle Global Advisors
Texas
-$380K -12,445 Closed
CI
91
Cavalier Investments
Georgia
-$355K -11,000 Closed
Two Sigma Investments
92
Two Sigma Investments
New York
-$287K -9,408 Closed
ARTA
93
A.R.T. Advisors
New York
-$205K -6,717 Closed
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
-$176K -5,749 Closed
JP Morgan Chase
95
JP Morgan Chase
New York
-$109K -3,574 Closed
Creative Planning
96
Creative Planning
Kansas
-$71K -2,331 Closed
AIM
97
Acrospire Investment Management
Illinois
-$22K -730 Closed
IA
98
IFP Advisors
Florida
-$5K -175 Closed
Citigroup
99
Citigroup
New York
-$2K -51 Closed
SEI Investments
100
SEI Investments
Pennsylvania
+$256 +8 New