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Willdan Group

104 hedge funds and large institutions have $391M invested in Willdan Group in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

843% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $591K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

7% more funds holding

Funds holding: 97104 (+7)

0.61% more ownership

Funds ownership: 77.28%77.9% (+0.61%)

0% more capital invested

Capital invested by funds: $389M → $391M (+$1.63M)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
31
Reduced
33
Closed
11
Calls
$5.57M
Puts
$591K
Net Calls
+$4.98M
Net Calls Change
+$3.82M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
76
Gabelli Funds
New York
$263K +$294K +6,400 New
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$262K -$10.2K -221 -3%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$250K -$169K -3,680 -38%
DTL
79
Dynamic Technology Lab
Singapore
$237K +$266K +5,777 New
CIS
80
Connors Investor Services
Pennsylvania
$232K
UBS AM
81
UBS AM
Illinois
$201K
JMPWA
82
JP Morgan Private Wealth Advisors
California
$201K -$20K -434 -8%
MIM
83
MetLife Investment Management
New Jersey
$188K
UBS Group
84
UBS Group
Switzerland
$162K +$133K +2,898 +277%
Wells Fargo
85
Wells Fargo
California
$134K -$895K -19,465 -86%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$132K
TRCT
87
Tower Research Capital (TRC)
New York
$109K -$57K -1,240 -32%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$99.2K +$23.7K +516 +27%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$82K -$60.1K -1,306 -40%
Legal & General Group
90
Legal & General Group
United Kingdom
$70K +$17.1K +372 +27%
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$52K
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$45K +$51K +1,109 New
Canada Life
93
Canada Life
Manitoba, Canada
$42K +$25K +543 +113%
AIP
94
Ameritas Investment Partners
Nebraska
$37K
Citigroup
95
Citigroup
New York
$33K -$8.96M -194,876 -100%
GWM
96
Geneos Wealth Management
Colorado
$22K
Osaic Holdings
97
Osaic Holdings
Arizona
$19K +$13.8K +300 +188%
FCM
98
Firestone Capital Management
Florida
$6K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$5K
APA
100
American Portfolios Advisors
New York
$4.11K