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Willdan Group
WLDN

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: 104 → 98 (-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: 2 → 1 (-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

Top Buyers

1
FCM
Frontier Capital Management
Massachusetts
+$9.14M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$7.29M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$2.23M
4
RGC
Redwood Grove Capital
California
+$1.48M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.3M

Top Sellers

1
ACM
Arosa Capital Management
Florida
-$7.84M
2
DnB Asset Management
DnB Asset Management
Norway
-$4.08M
3
RHJA
Rice Hall James & Associates
California
-$3.08M
4
Invesco
Invesco
Georgia
-$2.72M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
101
HRT Financial
New York
– -$410K -10,005 Closed
Jane Street
102
Jane Street
New York
– -$383K -9,342 Closed
Marshall Wace
103
Marshall Wace
United Kingdom
– -$309K -7,526 Closed
DTL
104
Dynamic Technology Lab
Singapore
– -$237K -5,777 Closed
JMPWA
105
JP Morgan Private Wealth Advisors
California
– -$201K -4,903 Closed
UBS AM
106
UBS AM
Illinois
– -$201K -4,900 Closed
Wells Fargo
107
Wells Fargo
California
– -$134K -3,272 Closed
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
– -$82K -1,929 Closed
PAM
109
Panagora Asset Management
Massachusetts
– -$1K -24 Closed
AF
110
Allworth Financial
California
– +$39 +1 New
1 2 3 4
5