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Willdan Group

45 hedge funds and large institutions have $38M invested in Willdan Group in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $33.1M → $38M (+$4.88M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

6% less funds holding

Funds holding: 4845 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
16
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$4.09M -$88.9K -6,450 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.88M +$477K +34,601 +16%
RC
3
RBF Capital
California
$3.07M -$81.9K -5,941 -3%
Morgan Stanley
4
Morgan Stanley
New York
$3M -$673K -48,806 -21%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.99M +$412K +29,895 +19%
WS
6
Wedbush Securities
California
$1.91M -$1.05M -76,016 -39%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.87M +$710K +51,500 +77%
CCM
8
Coe Capital Management
Illinois
$1.82M +$1.17M +84,798 +279%
GCP
9
GSA Capital Partners
United Kingdom
$1.82M +$1.2M +86,727 +306%
BCM
10
Bridgeway Capital Management
Texas
$1.71M
EI
11
EAM Investors
California
$1.42M -$700K -50,739 -36%
JIR
12
James Investment Research
Ohio
$1.1M +$335K +24,300 +54%
BIM
13
Bogle Investment Management
Massachusetts
$852K -$889K -64,475 -54%
PCM
14
Perritt Capital Management
Illinois
$720K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$703K -$57.9K -4,200 -9%
EIM
16
Essex Investment Management
Massachusetts
$605K -$3.09K -224 -0.6%
NA
17
Navellier & Associates
Nevada
$603K -$26K -1,889 -5%
AQR Capital Management
18
AQR Capital Management
Connecticut
$554K +$73.8K +5,356 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$532K
TC
20
TFS Capital
Pennsylvania
$447K +$109K +7,894 +39%
PP
21
PDT Partners
New York
$445K +$75.8K +5,500 +24%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$435K -$62.4K -4,523 -14%
EGA
23
Eagle Global Advisors
Texas
$405K +$35.4K +2,570 +11%
HIM
24
Hillsdale Investment Management
Ontario, Canada
$403K +$37.2K +2,700 +12%
NI
25
Numeric Investors
Massachusetts
$388K -$106K -7,700 -24%