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Willdan Group

48 hedge funds and large institutions have $33.1M invested in Willdan Group in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

41% more funds holding

Funds holding: 3448 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $33.6M → $33.1M (-$479K)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
48
Holders Change
+14
Holders Change %
+41.18%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
11
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$3.57M -$21.3K -1,450 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$3.21M +$248K +16,847 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.84M +$497K +33,738 +19%
RC
4
RBF Capital
California
$2.7M -$286K -19,415 -9%
WS
5
Wedbush Securities
California
$2.65M -$846K -57,501 -23%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.14M +$132K +8,941 +6%
EI
7
EAM Investors
California
$1.89M -$460K -31,280 -18%
BIM
8
Bogle Investment Management
Massachusetts
$1.59M -$28.4K -1,930 -2%
BCM
9
Bridgeway Capital Management
Texas
$1.45M
Renaissance Technologies
10
Renaissance Technologies
New York
$898K -$826K -56,100 -46%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$656K +$523K +35,500 +271%
PCM
12
Perritt Capital Management
Illinois
$613K -$67.2K -4,564 -9%
JIR
13
James Investment Research
Ohio
$608K +$24.3K +1,650 +4%
SIM
14
Spark Investment Management
New York
$603K -$169K -11,500 -20%
NA
15
Navellier & Associates
Nevada
$539K +$286K +19,436 +95%
EIM
16
Essex Investment Management
Massachusetts
$519K -$307K -20,831 -35%
CS
17
Credit Suisse
Switzerland
$506K +$552K +37,492 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$453K -$514K -34,900 -51%
NI
19
Numeric Investors
Massachusetts
$434K +$474K +32,200 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$430K +$274K +18,649 +140%
CCM
21
Coe Capital Management
Illinois
$410K +$447K +30,400 New
AQR Capital Management
22
AQR Capital Management
Connecticut
$399K +$436K +29,600 New
GCP
23
GSA Capital Partners
United Kingdom
$382K +$417K +28,300 New
EMG
24
Ellington Management Group
Connecticut
$343K +$374K +25,400 New
EGA
25
Eagle Global Advisors
Texas
$310K