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Willdan Group

22 hedge funds and large institutions have $12.7M invested in Willdan Group in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

120% more capital invested

Capital invested by funds: $5.77M → $12.7M (+$6.93M)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

69% more funds holding

Funds holding: 1322 (+9)

Holders
22
Holders Change
+9
Holders Change %
+69.23%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
4
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
1
Wedbush Securities
California
$3.48M -$183K -31,541 -7%
BA
2
Bard Associates
Illinois
$2.32M -$35.4K -6,100 -2%
RC
3
RBF Capital
California
$1.73M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.28M +$68.6K +11,800 +9%
PCM
5
Perritt Capital Management
Illinois
$710K +$160K +27,528 +51%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$594K
Vanguard Group
7
Vanguard Group
Pennsylvania
$407K +$39.6K +6,817 +17%
BCM
8
Bridgeway Capital Management
Texas
$398K +$267K +45,900 New
Morgan Stanley
9
Morgan Stanley
New York
$342K +$159K +27,446 +228%
CAM
10
ClariVest Asset Management
California
$328K +$220K +37,862 New
TDC
11
Thompson Davis & Co
Virginia
$260K +$186K +32,000 New
Renaissance Technologies
12
Renaissance Technologies
New York
$202K +$135K +23,259 New
SIM
13
Spark Investment Management
New York
$136K +$91.8K +15,800 New
RCM
14
Rotella Capital Management
Washington
$116K +$77.9K +13,400 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$115K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$105K
VKH
17
Virtu KCG Holdings
New York
$92K +$62.1K +10,681 New
JIR
18
James Investment Research
Ohio
$49K
Federated Hermes
19
Federated Hermes
Pennsylvania
$11K +$7.7K +1,325 New
BIM
20
BlackRock Investment Management
Delaware
$10K +$6.93K +1,192 New
Barclays
21
Barclays
United Kingdom
$2K +$1.74K +300 New
DWM
22
Destination Wealth Management
California
-$107K -23,638 Closed
U
23
UBS
Switzerland
-$5K -999 Closed
Deutsche Bank
24
Deutsche Bank
Germany
+$23 +4 New