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Willdan Group

102 hedge funds and large institutions have $361M invested in Willdan Group in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $324M → $361M (+$37.8M)

7.98% more ownership

Funds ownership: 79.23%87.21% (+8%)

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
102
Holders Change
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
42
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
1
Rice Hall James & Associates
California
$27.2M +$8.05M +222,543 +44%
BlackRock
2
BlackRock
New York
$25M +$1.77M +48,996 +8%
TCM
3
TimesSquare Capital Management
New York
$24.3M -$2.55M -70,620 -10%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$20.9M +$6.16M +170,303 +44%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.5M +$901K +24,913 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$17.6M -$15.8K -437 -0.1%
Federated Hermes
7
Federated Hermes
Pennsylvania
$16.4M +$5.66M +156,549 +55%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$15.2M +$3.66M +101,205 +33%
SCA
9
Summit Creek Advisors
Minnesota
$12.9M +$1.69M +46,680 +16%
EAM
10
Eagle Asset Management
Florida
$11.8M -$4.5M -124,357 -28%
Handelsbanken Fonder
11
Handelsbanken Fonder
Sweden
$10.8M +$2.03M +56,058 +24%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$9.3M -$173K -4,793 -2%
CAM
13
Cortina Asset Management
Wisconsin
$9.24M +$8.97M +248,090 New
DCM
14
Driehaus Capital Management
Illinois
$8.49M -$99.1K -2,742 -1%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$7.67M +$3.46M +95,611 +87%
BA
16
Bard Associates
Illinois
$7.6M -$381K -10,550 -5%
WS
17
Wedbush Securities
California
$7.49M -$748K -20,688 -9%
RC
18
RBF Capital
California
$7.2M
Invesco
19
Invesco
Georgia
$7.08M +$1.87M +51,845 +37%
State Street
20
State Street
Massachusetts
$6.85M +$1.05M +29,116 +19%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.36M -$112K -3,101 -2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$6.31M -$4.46M -123,480 -42%
TWMP
23
Taylor Wealth Management Partners
Massachusetts
$6.08M +$18.3K +505 +0.3%
Northern Trust
24
Northern Trust
Illinois
$5.05M +$124K +3,443 +3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$4.71M +$338K +9,349 +8%

WLDN Hedge Fund Activity: Q2 2019 in Review

102 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2019, worth a combined $361M — up 12% from $324M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WLDN positions and 14 closed out — a net gain of 3 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Cortina Asset Management, opening a new position worth an estimated $8.97M. The largest seller was Eagle Asset Management, cutting an estimated $4.5M.

  • 102 institutional investors held Willdan Group (WLDN) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $361M of Willdan Group stock for Q2 2019, up 12% quarter-over-quarter.
  • 17 funds opened new Willdan Group positions in Q2 2019 and 14 closed out, a net change of +3 holders.
  • The largest Willdan Group buyer in Q2 2019 was Cortina Asset Management, an estimated $8.97M added.
  • The largest Willdan Group seller in Q2 2019 was Eagle Asset Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2019.