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Willdan Group

155 hedge funds and large institutions have $383M invested in Willdan Group in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

12% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.64M

8% more funds holding

Funds holding: 143155 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.38% less ownership

Funds ownership: 73.46%71.08% (-2.4%)

9% less capital invested

Capital invested by funds: $421M → $383M (-$38.8M)

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
61
Reduced
44
Closed
18
Calls
$1.84M
Puts
$1.64M
Net Calls
+$202K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$272K -$772K -17,993 -72%
Federated Hermes
102
Federated Hermes
Pennsylvania
$270K +$558 +13 +0.2%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$268K +$302K +7,030 New
MYIA
104
Mount Yale Investment Advisors
Colorado
$264K
WS
105
Wedbush Securities
California
$261K
HIM
106
Hillsdale Investment Management
Ontario, Canada
$258K
B
107
Bailard
California
$248K -$8.58K -200 -3%
CIS
108
Connors Investor Services
Pennsylvania
$244K -$68.6K -1,600 -20%
EGM
109
Engineers Gate Manager
New York
$243K +$274K +6,392 New
CF
110
Corebridge Financial
Texas
$241K -$16.8K -391 -6%
OQS
111
Occudo Quantitative Strategies
Florida
$226K -$262K -6,107 -51%
MML Investors Services
112
MML Investors Services
Massachusetts
$215K +$242K +5,643 New
GCM
113
Graham Capital Management
Connecticut
$213K +$240K +5,602 New
ACM
114
Aquatic Capital Management
Illinois
$206K +$21.9K +510 +10%
CIP
115
Cornerstone Investment Partners
Georgia
$206K +$386 +9 +0.2%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$202K
MWM
117
Moran Wealth Management
Florida
$201K +$227K +5,284 New
SO
118
STRS Ohio
Ohio
$198K -$107K -2,500 -32%
QT
119
Quantbot Technologies
New York
$172K +$167K +3,903 +626%
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$164K -$164K -3,814 -47%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$152K +$2.02K +47 +1%
GC
122
Globeflex Capital
California
$130K
MAM
123
Meeder Asset Management
Ohio
$125K +$141K +3,285 New
PFSRSONJ
124
Police & Firemen's Retirement System of New Jersey
New Jersey
$106K +$119K +2,784 New
Legal & General Group
125
Legal & General Group
United Kingdom
$98.9K +$23.3K +542 +26%