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Willdan Group

34 hedge funds and large institutions have $33.6M invested in Willdan Group in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

165% more capital invested

Capital invested by funds: $12.7M → $33.6M (+$20.9M)

55% more funds holding

Funds holding: 2234 (+12)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

Holders
34
Holders Change
+12
Holders Change %
+54.55%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
8
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$3.85M -$17.7K -1,700 -0.6%
WS
2
Wedbush Securities
California
$3.67M -$1.53M -147,305 -37%
Morgan Stanley
3
Morgan Stanley
New York
$3.2M +$1.89M +181,741 +461%
RC
4
RBF Capital
California
$3.17M +$202K +19,415 +10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.56M +$297K +28,563 +19%
EI
6
EAM Investors
California
$2.48M +$1.78M +171,412 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.17M +$1.07M +102,934 +219%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.77M +$1.03M +99,441 +428%
BIM
9
Bogle Investment Management
Massachusetts
$1.74M +$1.25M +120,236 New
BCM
10
Bridgeway Capital Management
Texas
$1.56M +$644K +61,900 +135%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$991K
EIM
12
Essex Investment Management
Massachusetts
$857K +$617K +59,279 New
SIM
13
Spark Investment Management
New York
$810K +$421K +40,500 +256%
SCM
14
SG Capital Management
Illinois
$792K +$570K +54,800 New
PCM
15
Perritt Capital Management
Illinois
$723K -$331K -31,835 -39%
JIR
16
James Investment Research
Ohio
$627K +$393K +37,745 +669%
CAM
17
ClariVest Asset Management
California
$399K -$107K -10,258 -27%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$334K +$240K +23,100 New
EGA
19
Eagle Global Advisors
Texas
$333K +$239K +23,010 New
OAM
20
Oberweis Asset Management
Illinois
$307K +$221K +21,200 New
NA
21
Navellier & Associates
Nevada
$296K +$213K +20,490 New
PP
22
PDT Partners
New York
$202K +$146K +14,000 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$193K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$190K +$136K +13,107 New
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$175K