Willdan Group
WLDN
95 hedge funds and large institutions have $306M invested in Willdan Group in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 15 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 32
0.83% more ownership
Funds ownership: 84.33% → 85.16% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $333M → $306M (-$26.3M)
9% less funds holding
Funds holding: 104 → 95 (-9)
25% less call options, than puts
Call options by funds: $69K | Put options by funds: $92K
53% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$11.6M |
| 2 |
DnB Asset Management
Oslo,
Norway
|
+$9.08M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
+$6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.01M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$8.36M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$7.27M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.84M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$4.81M |
| 5 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$4.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
101
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$286K | -8,147 | Closed |
|
102
AllianceBernstein
Nashville,
Tennessee
| – | -$256K | -7,300 | Closed |
|
103
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$226K | -6,456 | Closed |
|
104
AQR Capital Management
Greenwich,
Connecticut
| – | -$212K | -6,036 | Closed |
|
|
CS
105
Credit Suisse
Zurich,
Switzerland
| – | -$201K | -5,728 | Closed |
|
|
MWNA
106
Marshall Wace North America
New York
| – | -$109K | -3,117 | Closed |
|
107
Victory Capital Management
San Antonio,
Texas
| – | -$62K | -1,763 | Closed |
|
108
Marshall Wace
London,
United Kingdom
| – | -$34K | -981 | Closed |
|
109
Twin Tree Management
Dallas,
Texas
| – | -$6K | -171 | Closed |
|
WLDN Hedge Fund Activity: Q4 2019 in Review
95 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2019, worth a combined $306M — down 7.9% from $333M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of WLDN and 7 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 38 added.
The largest buyer was William Blair Investment Management, adding an estimated $11.6M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $8.36M sold.
- 95 institutional investors held Willdan Group (WLDN) as of Q4 2019, down from 104 in Q3 2019.
- Funds reported $306M of Willdan Group stock for Q4 2019, down 7.9% quarter-over-quarter.
- 7 funds opened new Willdan Group positions in Q4 2019 and 15 closed out, a net change of -8 holders.
- The largest Willdan Group buyer in Q4 2019 was William Blair Investment Management, an estimated $11.6M added.
- The largest Willdan Group seller in Q4 2019 was Driehaus Capital Management, an estimated $8.36M sold.
Based on aggregated 13F filings for Q4 2019.