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Willdan Group
WLDN

68 hedge funds and large institutions have $84.8M invested in Willdan Group in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

65% more capital invested

Capital invested by funds: $51.3M → $84.8M (+$33.5M)

45.04% more ownership

Funds ownership: 0% → 45.04% (+45%)

45% more funds holding

Funds holding: 47 → 68 (+21)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
68
Holders Change
+21
Holders Change %
+44.68%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
17
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
Numeric Investors
Massachusetts
+$5.08M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.87M
3
BIT
BlackRock Institutional Trust
California
+$1.56M
4
OAM
Oxford Asset Management
United Kingdom
+$1.54M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.34M

Top Sellers

1
PCM
Perritt Capital Management
Illinois
-$1.5M
2
WS
Wedbush Securities
California
-$761K
3
EI
EAM Investors
California
-$758K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$602K
5
TAM
Tocqueville Asset Management
New York
-$487K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$11.5M +$2.87M +141,189 +39%
WS
2
Wedbush Securities
California
$8.79M -$761K -37,494 -9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.83M +$1.14M +56,149 +23%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.68M +$179K +8,837 +4%
NI
5
Numeric Investors
Massachusetts
$5.65M +$5.08M +250,009 New
BA
6
Bard Associates
Illinois
$5.27M -$116K -5,700 -2%
BIT
7
BlackRock Institutional Trust
California
$4.46M +$1.56M +76,770 +64%
RC
8
RBF Capital
California
$4.36M – – –
TAM
9
Tocqueville Asset Management
New York
$4.34M -$487K -24,000 -11%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$2.3M +$1.24M +61,252 +151%
Deutsche Bank
11
Deutsche Bank
Germany
$2.04M +$1.1M +54,138 +149%
BCM
12
Bridgeway Capital Management
Texas
$1.97M – – –
OAM
13
Oxford Asset Management
United Kingdom
$1.71M +$1.54M +75,647 New
Millennium Management
14
Millennium Management
New York
$1.55M +$1.16M +57,265 +511%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.49M +$1.34M +65,854 New
GCP
16
GSA Capital Partners
United Kingdom
$1.41M -$54.8K -2,700 -4%
Morgan Stanley
17
Morgan Stanley
New York
$1.34M +$28.4K +1,400 +2%
EI
18
EAM Investors
California
$1.21M -$758K -37,339 -41%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$988K +$72.8K +3,585 +9%
CCM
20
Cadence Capital Management
Massachusetts
$975K -$282K -13,911 -24%
EIM
21
Essex Investment Management
Massachusetts
$747K -$311K -15,322 -32%
HIM
22
Hillsdale Investment Management
Ontario, Canada
$725K +$652K +32,114 New
CIC
23
Cornercap Investment Counsel
Georgia
$590K +$530K +26,120 New
DTL
24
Dynamic Technology Lab
Singapore
$573K +$515K +25,353 New
PCM
25
Perritt Capital Management
Illinois
$541K -$1.5M -74,100 -76%
1
2 3

WLDN Hedge Fund Activity: Q4 2016 in Review

68 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2016, worth a combined $84.8M — up 65% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WLDN positions and 2 closed out — a net gain of 21 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Numeric Investors, opening a new position worth an estimated $5.08M. The largest seller was Perritt Capital Management, cutting an estimated $1.5M.

  • 68 institutional investors held Willdan Group (WLDN) as of Q4 2016, up from 47 in Q3 2016.
  • Funds reported $84.8M of Willdan Group stock for Q4 2016, up 65% quarter-over-quarter.
  • 23 funds opened new Willdan Group positions in Q4 2016 and 2 closed out, a net change of +21 holders.
  • The largest Willdan Group buyer in Q4 2016 was Numeric Investors, an estimated $5.08M added.
  • The largest Willdan Group seller in Q4 2016 was Perritt Capital Management, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2016.