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Willdan Group

83 hedge funds and large institutions have $157M invested in Willdan Group in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

14% more capital invested

Capital invested by funds: $137M → $157M (+$19.9M)

2% less funds holding

Funds holding: 8583 (-2)

2.79% less ownership

Funds ownership: 65.43%62.64% (-2.8%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
31
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SeaCrest Wealth Management
New York
$8K
SPIA
77
Steward Partners Investment Advisory
New York
$8K
UBS Group
78
UBS Group
Switzerland
$4K -$8.38K -358 -73%
FHA
79
First Horizon Advisors
Tennessee
$3K
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$3K +$2.34K +100 New
GT
81
Glenmede Trust
Pennsylvania
$2K
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$2K +$351 +15 +33%
HAI
83
Hennessy Advisors Inc
California
-$3.43M -143,400 Closed
Arrowstreet Capital
84
Arrowstreet Capital
Massachusetts
-$2.59M -108,124 Closed
MCM
85
McKinley Capital Management
Alaska
-$1.96M -82,012 Closed
CAM
86
Crown Advisors Management
California
-$1.56M -65,000 Closed
NCGI
87
Next Century Growth Investors
Minnesota
-$1.5M -62,690 Closed
SIM
88
Spark Investment Management
New York
-$354K -14,800 Closed
ARTA
89
A.R.T. Advisors
New York
-$242K -10,112 Closed
Millennium Management
90
Millennium Management
New York
-$235K -9,796 Closed
CAM
91
ClariVest Asset Management
California
-$134K -5,586 Closed
Macquarie Group
92
Macquarie Group
Australia
-$37K -1,535 Closed
Parallax Volatility Advisers
93
Parallax Volatility Advisers
California
-$26.5K -1,132 -100%
RQS
94
Ramsey Quantitative Systems
Kentucky
-$27K -1,125 Closed
CA
95
Calton & Associates
Florida
-$3K -135 Closed