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Willdan Group
WLDN
WLDN
13 hedge funds and large institutions have $5.77M invested in Willdan Group in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
15% less capital invested
Capital invested by funds: $6.8M → $5.77M (-$1.03M)
Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$255K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$137K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$20.2K |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$16K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$4.68K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
1
Wedbush Securities
Los Angeles,
California
| $1.96M | -$9.85K | -2,100 | -0.5% |
|
|
BA
2
Bard Associates
Chicago,
Illinois
| $1.24M | -$12.2K | -2,600 | -0.9% |
|
|
RC
3
RBF Capital
San Francisco,
California
| $906K | -$351K | -74,904 | -27% |
|
|
4
Dimensional Fund Advisors
Austin,
Texas
| $618K | +$20.2K | +4,300 | +3% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $310K | – | – | – |
|
|
PCM
6
Perritt Capital Management
Chicago,
Illinois
| $246K | +$255K | +54,307 | New |
|
|
7
Vanguard Group
Malvern,
Pennsylvania
| $182K | +$137K | +29,200 | +268% |
|
|
DWM
8
Destination Wealth Management
Walnut Creek,
California
| $107K | – | – | – |
|
9
Geode Capital Management
Boston,
Massachusetts
| $60K | – | – | – |
|
10
California Public Employees Retirement System
Sacramento,
California
| $55K | – | – | – |
|
11
Morgan Stanley
New York
| $54K | +$56 | +12 | +0.1% |
|
|
JIR
12
James Investment Research
Alpha,
Ohio
| $26K | +$16K | +3,416 | +153% |
|
|
U
13
UBS
Zurich,
Switzerland
| $5K | +$4.68K | +999 | New |
|
|
SKK
14
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| – | -$99K | -18,696 | Closed |
|