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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
IA
151
IFP Advisors
Florida
$267 +$300 +7 New
NFSG
152
Newbridge Financial Services Group
Florida
$229 +$257 +6 New
NSIM
153
North Star Investment Management
Illinois
$76
Macquarie Group
154
Macquarie Group
Australia
$54 +$60.5K +1,410 New
AF
155
Allworth Financial
California
$39
Amundi
156
Amundi
France
-$35.1M -847,284 Closed
EI
157
EAM Investors
California
-$1.32M -32,347 Closed
IEFM
158
IQ EQ Fund Management
Ireland
-$756K -18,465 Closed
QC
159
Quadrature Capital
United Kingdom
-$691K -16,866 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
160
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$660K -16,106 Closed
SCM
161
Semanteon Capital Management
Massachusetts
-$579K -14,134 Closed
SOW
162
State of Wyoming
Wyoming
-$387K -9,440 Closed
CC
163
Centiva Capital
New York
-$367K -8,958 Closed
YIH
164
Y-Intercept (HK)
Hong Kong
-$365K -8,906 Closed
WAM
165
Wilsey Asset Management
California
-$214K -5,227 Closed
IIM
166
INTECH Investment Management
Florida
-$208K -5,086 Closed
MPM
167
MBB Public Markets
Illinois
-$204K -4,993 Closed
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$201K -4,900 Closed
GWP
169
Gen-Wealth Partners
Michigan
-$72.7K -1,525 Closed
NC
170
nVerses Capital
Florida
-$36.9K -900 Closed
CPA
171
Capital Performance Advisors
California
-$4.96K -121 Closed
S
172
SignatureFD
Georgia
-$3.07K -75 Closed
US Bancorp
173
US Bancorp
Minnesota
-$1.39K -34 Closed