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Willdan Group

85 hedge funds and large institutions have $137M invested in Willdan Group in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.15% less ownership

Funds ownership: 66.59%65.43% (-1.2%)

2% less funds holding

Funds holding: 8785 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

27% less capital invested

Capital invested by funds: $189M → $137M (-$51.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
22
Reduced
30
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.5M +$82.8K +3,054 +0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.3M +$419K +15,443 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.41M +$289K +10,643 +3%
WS
4
Wedbush Securities
California
$7.62M -$40.7K -1,500 -0.5%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.66M +$1.89M +69,790 +33%
EAM
6
Eagle Asset Management
Florida
$6.62M +$382K +14,073 +5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$6.37M -$786K -28,988 -10%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.21M -$3.25M -119,900 -32%
SCA
9
Summit Creek Advisors
Minnesota
$5.02M +$1.3M +48,040 +30%
BA
10
Bard Associates
Illinois
$4.96M -$27.1K -1,000 -0.5%
RC
11
RBF Capital
California
$4.62M
William Blair Investment Management
12
William Blair Investment Management
Illinois
$4M -$729K -26,856 -14%
TAM
13
THB Asset Management
Connecticut
$3.69M +$476K +17,529 +13%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$3.6M +$380K +14,025 +10%
HAI
15
Hennessy Advisors Inc
California
$3.43M
State Street
16
State Street
Massachusetts
$2.74M -$17.5K -646 -0.6%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$2.59M
Northern Trust
18
Northern Trust
Illinois
$2.52M +$45.8K +1,689 +2%
BCM
19
Bridgeway Capital Management
Texas
$2.21M -$345K -12,729 -12%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$2.16M -$524K -19,320 -18%
MCM
21
McKinley Capital Management
Alaska
$1.96M +$1.25K +46 +0.1%
AG
22
Algert Global
California
$1.65M -$197K -7,258 -10%
CAM
23
Crown Advisors Management
California
$1.56M +$1.76M +65,000 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.54M +$40K +1,476 +2%
NCGI
25
Next Century Growth Investors
Minnesota
$1.5M -$236K -8,697 -12%