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Willdan Group

89 hedge funds and large institutions have $196M invested in Willdan Group in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 9589 (-6)

6.87% less ownership

Funds ownership: 85.16%78.29% (-6.9%)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

36% less capital invested

Capital invested by funds: $306M → $196M (-$111M)

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
28
Reduced
36
Closed
14
Calls
$44K
Puts
Net Calls
+$44K
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
EW
101
Evoke Wealth
California
-$11K -345 Closed
SFS
102
Sowell Financial Services
Arkansas
-$1K -18 Closed

WLDN Hedge Fund Activity: Q1 2020 in Review

89 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q1 2020, worth a combined $196M — down 36% from $306M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of WLDN and 9 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 28 added.

The largest buyer was Handelsbanken Fonder, adding an estimated $15.3M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $19.5M sold.

  • 89 institutional investors held Willdan Group (WLDN) as of Q1 2020, down from 95 in Q4 2019.
  • Funds reported $196M of Willdan Group stock for Q1 2020, down 36% quarter-over-quarter.
  • 9 funds opened new Willdan Group positions in Q1 2020 and 14 closed out, a net change of -5 holders.
  • The largest Willdan Group buyer in Q1 2020 was Handelsbanken Fonder, an estimated $15.3M added.
  • The largest Willdan Group seller in Q1 2020 was TimesSquare Capital Management, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2020.