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Willdan Group

143 hedge funds and large institutions have $421M invested in Willdan Group in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 29

40% more capital invested

Capital invested by funds: $300M → $421M (+$121M)

30% more funds holding

Funds holding: 110143 (+33)

1.83% less ownership

Funds ownership: 75.29%73.46% (-1.8%)

12% less call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.43M

Holders
143
Holders Change
+33
Holders Change %
+30%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
54
Reduced
29
Closed
13
Calls
$1.26M
Puts
$1.43M
Net Calls
-$165K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
101
Mount Yale Investment Advisors
Colorado
$284K +$249K +6,926 New
Mirae Asset Global ETFs Holdings
102
Mirae Asset Global ETFs Holdings
Hong Kong
$283K +$14.6K +406 +6%
WS
103
Wedbush Securities
California
$281K +$246K +6,850 New
A
104
AJOVista
Massachusetts
$280K +$245K +6,831 New
HIM
105
Hillsdale Investment Management
Ontario, Canada
$277K +$6.11K +170 +3%
CF
106
Corebridge Financial
Texas
$276K -$1.51K -42 -0.6%
B
107
Bailard
California
$274K +$241K +6,700 New
Wells Fargo
108
Wells Fargo
California
$237K +$4.63K +129 +2%
CIP
109
Cornerstone Investment Partners
Georgia
$221K +$194K +5,388 New
New York State Common Retirement Fund
110
New York State Common Retirement Fund
New York
$217K
WAM
111
Wilsey Asset Management
California
$214K +$188K +5,227 New
IIM
112
INTECH Investment Management
Florida
$208K +$183K +5,086 New
MPM
113
MBB Public Markets
Illinois
$204K +$179K +4,993 New
Squarepoint
114
Squarepoint
New York
$204K +$179K +4,974 New
ACM
115
Aquatic Capital Management
Illinois
$201K +$169K +4,700 +2,350%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201K +$176K +4,900 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$161K +$110K +3,048 +344%
GC
118
Globeflex Capital
California
$140K +$123K +3,411 New
Legal & General Group
119
Legal & General Group
United Kingdom
$84.2K
GWP
120
Gen-Wealth Partners
Michigan
$72.7K +$54.8K +1,525 New
AIP
121
Ameritas Investment Partners
Nebraska
$50.3K
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$46K
TSMHT
123
Thurston Springer Miller Herd & Titak
Indiana
$43.7K +$38.3K +1,066 New
FCA
124
FinTrust Capital Advisors
South Carolina
$43.1K +$37.8K +1,052 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$40K +$10.6K +295 +43%