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Willdan Group

94 hedge funds and large institutions have $317M invested in Willdan Group in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9894 (-4)

5.67% less ownership

Funds ownership: 75.65%69.97% (-5.7%)

11% less capital invested

Capital invested by funds: $356M → $317M (-$38.7M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
34
Reduced
31
Closed
8
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
-$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$114K
Citigroup
77
Citigroup
New York
$110K +$50.3K +1,336 +76%
FMT
78
First Mercantile Trust
Tennessee
$86K -$6.21K -165 -6%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$76.3K +$65K +1,725 +411%
Zurich Cantonal Bank
80
Zurich Cantonal Bank
Switzerland
$45K
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$40K
AIP
82
Ameritas Investment Partners
Nebraska
$32K
GWM
83
Geneos Wealth Management
Colorado
$20K
TRCT
84
Tower Research Capital (TRC)
New York
$16K -$6.82K -181 -28%
Canada Life
85
Canada Life
Manitoba, Canada
$13K
Osaic Holdings
86
Osaic Holdings
Arizona
$6K -$11.3K -300 -65%
US Bancorp
87
US Bancorp
Minnesota
$6K +$5.88K +156 New
FCM
88
Firestone Capital Management
Florida
$5K
APA
89
American Portfolios Advisors
New York
$3.56K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$3K
MCM
91
Manchester Capital Management
Vermont
$2K +$2.07K +55 New
QCG
92
Quadrant Capital Group
Ohio
$1K
BCA
93
Berman Capital Advisors
Georgia
$1K +$151 +4 +13%
EAM
94
Erste Asset Management
Austria
-$6.47M -173,430 Closed
AA
95
ALPS Advisors
Colorado
-$3.57M -94,937 Closed
Renaissance Technologies
96
Renaissance Technologies
New York
-$753K -20,002 Closed
Brown Advisory
97
Brown Advisory
Maryland
-$424K -11,272 Closed
LCM
98
Legato Capital Management
California
-$292K -7,747 Closed
Baird Financial Group
99
Baird Financial Group
Wisconsin
-$270K -7,183 Closed
ECM
100
ExodusPoint Capital Management
New York
-$201K -5,336 Closed