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Willdan Group

87 hedge funds and large institutions have $189M invested in Willdan Group in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

25% more capital invested

Capital invested by funds: $152M → $189M (+$37.7M)

8.99% more ownership

Funds ownership: 57.59%66.59% (+9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 9187 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
36
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.4M +$285K +8,916 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.5M +$199K +6,232 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$12.3M -$3.09M -96,500 -20%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.1M +$1.09M +34,116 +11%
WS
5
Wedbush Securities
California
$10.4M -$206K -6,424 -2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$9.58M +$8.21M +256,417 +660%
EAM
7
Eagle Asset Management
Florida
$8.63M +$2.72M +85,042 +48%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$6.77M +$1.09M +34,024 +19%
BA
9
Bard Associates
Illinois
$6.76M -$86.4K -2,700 -1%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$6.29M +$2.26M +70,595 +57%
RC
11
RBF Capital
California
$6.27M
SCA
12
Summit Creek Advisors
Minnesota
$5.25M +$5.18M +161,726 New
HAI
13
Hennessy Advisors Inc
California
$4.66M
TAM
14
THB Asset Management
Connecticut
$4.44M +$1.47M +45,822 +50%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$4.36M +$4.29M +134,170 New
State Street
16
State Street
Massachusetts
$3.74M +$486K +15,190 +15%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$3.55M -$386K -12,057 -10%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$3.51M +$1.15M +35,935 +50%
BCM
19
Bridgeway Capital Management
Texas
$3.41M -$320K -10,000 -9%
Northern Trust
20
Northern Trust
Illinois
$3.36M +$544K +17,001 +20%
MCM
21
McKinley Capital Management
Alaska
$2.66M +$1.18M +36,821 +82%
OAM
22
Oxford Asset Management
United Kingdom
$2.5M -$813K -25,394 -25%
AG
23
Algert Global
California
$2.47M +$2M +62,438 +454%
Bank of America
24
Bank of America
North Carolina
$2.42M +$114K +3,560 +5%
NCGI
25
Next Century Growth Investors
Minnesota
$2.32M +$1.61M +50,354 +239%