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Willdan Group

83 hedge funds and large institutions have $157M invested in Willdan Group in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

14% more capital invested

Capital invested by funds: $137M → $157M (+$19.9M)

2% less funds holding

Funds holding: 8583 (-2)

2.79% less ownership

Funds ownership: 65.43%62.64% (-2.8%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
31
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.5M -$41.8K -1,786 -0.4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12.2M +$4.19K +179 +0%
EAM
3
Eagle Asset Management
Florida
$10.6M +$2.24M +95,742 +35%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.1M +$141K +6,046 +2%
WS
5
Wedbush Securities
California
$9M -$11K -472 -0.1%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$7.99M +$86K +3,676 +1%
SCA
7
Summit Creek Advisors
Minnesota
$7.52M +$1.3M +55,450 +26%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$7.14M -$339K -14,483 -5%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$7.06M +$1.92M +82,081 +49%
BA
10
Bard Associates
Illinois
$6.72M +$702K +29,985 +14%
RC
11
RBF Capital
California
$5.48M
TAM
12
THB Asset Management
Connecticut
$4.4M +$24K +1,025 +0.7%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$3.69M -$426K -18,200 -12%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.66M -$3.05M -130,200 -50%
State Street
15
State Street
Massachusetts
$3.33M +$61.5K +2,629 +2%
Northern Trust
16
Northern Trust
Illinois
$3.07M +$67.1K +2,868 +3%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$2.32M -$195K -8,343 -9%
SCPM
18
Sagard Capital Partners Management
New York
$2.2M +$1.82M +77,738 New
MWNA
19
Marshall Wace North America
New York
$1.92M +$1.23M +52,564 +343%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.83M +$12K +514 +0.8%
BCM
21
Bridgeway Capital Management
Texas
$1.76M -$709K -30,300 -33%
CCM
22
Cadence Capital Management
Massachusetts
$1.66M +$49.9K +2,133 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.64M +$973K +41,606 +256%
TAM
24
Tocqueville Asset Management
New York
$1.59M +$335K +14,300 +34%
EIM
25
Essex Investment Management
Massachusetts
$1.53M -$93.2K -3,982 -7%