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Willdan Group

98 hedge funds and large institutions have $356M invested in Willdan Group in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

2.25% less ownership

Funds ownership: 77.9%75.65% (-2.3%)

6% less funds holding

Funds holding: 10498 (-6)

9% less capital invested

Capital invested by funds: $391M → $356M (-$34.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
39
Reduced
33
Closed
12
Calls
$4.72M
Puts
Net Calls
+$4.72M
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
76
Bank of America
North Carolina
$196K -$512K -13,248 -72%
MIM
77
MetLife Investment Management
New Jersey
$172K
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$121K
FMT
79
First Mercantile Trust
Tennessee
$97K +$99.4K +2,574 New
Legal & General Group
80
Legal & General Group
United Kingdom
$67K +$2.63K +68 +4%
Citigroup
81
Citigroup
New York
$66K +$36.9K +955 +119%
Barclays
82
Barclays
United Kingdom
$52K -$279K -7,234 -84%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$47K
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$42K
AIP
85
Ameritas Investment Partners
Nebraska
$34K
TRCT
86
Tower Research Capital (TRC)
New York
$24K -$77.4K -2,005 -76%
GWM
87
Geneos Wealth Management
Colorado
$23K
UBS Group
88
UBS Group
Switzerland
$20K -$132K -3,416 -87%
Osaic Holdings
89
Osaic Holdings
Arizona
$17K
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$15.8K -$77.1K -1,996 -83%
Canada Life
91
Canada Life
Manitoba, Canada
$14K -$25.5K -659 -64%
FCM
92
Firestone Capital Management
Florida
$5K
APA
93
American Portfolios Advisors
New York
$3.76K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$3K -$1.7K -44 -35%
BCA
95
Berman Capital Advisors
Georgia
$1K
QCG
96
Quadrant Capital Group
Ohio
$1K
AIG
97
American International Group
New York
$231 +$4.6K +119 +2%
California Public Employees Retirement System
98
California Public Employees Retirement System
California
-$870K -21,200 Closed
OMC
99
Old Mission Capital
Illinois
-$595K -14,489 Closed
E
100
Ergoteles
New York
-$571K -13,900 Closed