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Willdan Group

84 hedge funds and large institutions have $187M invested in Willdan Group in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

19% more capital invested

Capital invested by funds: $157M → $187M (+$29.8M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5.49% more ownership

Funds ownership: 62.64%68.13% (+5.5%)

1% more funds holding

Funds holding: 8384 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
39
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.7M +$1.77M +61,156 +13%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.8M +$399K +13,836 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.8M +$662K +22,948 +6%
EAM
4
Eagle Asset Management
Florida
$11.6M +$30K +1,041 +0.3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.9M +$2.93M +101,367 +40%
WS
6
Wedbush Securities
California
$9.21M -$580K -20,111 -6%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$9.05M +$1.25M +43,192 +17%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$8.78M +$44.2K +1,533 +0.5%
SCA
9
Summit Creek Advisors
Minnesota
$7.6M -$575K -19,906 -8%
BA
10
Bard Associates
Illinois
$7.27M -$71.4K -2,475 -1%
RC
11
RBF Capital
California
$5.98M
SCPM
12
Sagard Capital Partners Management
New York
$5.54M +$2.92M +101,280 +130%
RHJA
13
Rice Hall James & Associates
California
$5.34M +$4.1M +141,998 +467%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$4.55M +$1.88M +65,123 +80%
CCM
15
Cloverdale Capital Management
Texas
$4.51M +$2.97M +102,805 +241%
TAM
16
THB Asset Management
Connecticut
$4.46M -$323K -11,195 -7%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$3.85M -$167K -5,790 -4%
State Street
18
State Street
Massachusetts
$3.68M +$48K +1,663 +1%
Northern Trust
19
Northern Trust
Illinois
$3.44M +$85.6K +2,965 +3%
CCM
20
Cadence Capital Management
Massachusetts
$2.44M +$590K +20,452 +35%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.27M +$250K +8,671 +13%
PM
22
Precept Management
Texas
$2.24M +$2.09M +72,301 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.97M +$170K +5,896 +10%
TAM
24
Tocqueville Asset Management
New York
$1.73M
KCM
25
Kornitzer Capital Management
Kansas
$1.73M +$173K +6,000 +12%

WLDN Hedge Fund Activity: Q2 2018 in Review

84 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2018, worth a combined $187M — up 19% from $157M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WLDN positions and 10 closed out — a net gain of 1 holder — while 39 added to existing stakes and 21 trimmed.

The largest buyer was Rice Hall James & Associates, adding an estimated $4.1M. The largest seller was Renaissance Technologies, cutting an estimated $2.84M.

  • 84 institutional investors held Willdan Group (WLDN) as of Q2 2018, up from 83 in Q1 2018.
  • Funds reported $187M of Willdan Group stock for Q2 2018, up 19% quarter-over-quarter.
  • 11 funds opened new Willdan Group positions in Q2 2018 and 10 closed out, a net change of +1 holder.
  • The largest Willdan Group buyer in Q2 2018 was Rice Hall James & Associates, an estimated $4.1M added.
  • The largest Willdan Group seller in Q2 2018 was Renaissance Technologies, an estimated $2.84M sold.

Based on aggregated 13F filings for Q2 2018.