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Willdan Group
WLDN

88 hedge funds and large institutions have $221M invested in Willdan Group in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $196M → $221M (+$25.4M)

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 89 → 88 (-1)

2.39% less ownership

Funds ownership: 78.29% → 75.89% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $245K

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
31
Reduced
28
Closed
12
Calls
–
Puts
$245K
Net Calls
-$245K
Net Calls Change
-$289K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.19M
2
RPA
Rock Point Advisors
Vermont
+$2.57M
3
UCFA
United Capital Financial Advisors
Texas
+$2.54M
4
DnB Asset Management
DnB Asset Management
Norway
+$1.72M
5
Invesco
Invesco
Georgia
+$1.45M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$11.8M
2
MOACM
Mutual of America Capital Management
New York
-$2.08M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.36M
4
VHMC
Value Holdings Management Company
New York
-$991K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$934K
Name Holding Trade Value Shares
Change 		Change in
Stake
Handelsbanken Fonder
1
Handelsbanken Fonder
Sweden
$21.8M -$90.3K -3,926 -0.4%
BlackRock
2
BlackRock
New York
$18.6M +$232K +10,089 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.1M +$64.5K +2,806 +0.5%
RHJA
4
Rice Hall James & Associates
California
$13.4M -$592K -25,739 -5%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.3M -$644 -28 -0%
DnB Asset Management
6
DnB Asset Management
Norway
$12.2M +$1.72M +74,577 +18%
Invesco
7
Invesco
Georgia
$11.3M +$1.45M +62,970 +16%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$9.78M -$388K -16,871 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$9.36M +$4.19M +182,100 +95%
SCA
10
Summit Creek Advisors
Minnesota
$7.38M -$1.38K -60 -0%
SAM
11
Silvercrest Asset Management
New York
$6.35M -$188K -8,152 -3%
ACM
12
Arosa Capital Management
Florida
$6.04M -$853K -37,080 -13%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5.2M -$934K -40,621 -16%
State Street
14
State Street
Massachusetts
$5.01M +$169K +7,327 +4%
RC
15
RBF Capital
California
$4.83M – – –
BA
16
Bard Associates
Illinois
$4.81M -$11.5K -500 -0.3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.93M +$79.8K +3,471 +2%
Northern Trust
18
Northern Trust
Illinois
$3.84M +$220K +9,566 +7%
TWMP
19
Taylor Wealth Management Partners
Massachusetts
$3.31M -$354K -15,390 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.25M -$3.89K -169 -0.1%
EAM
21
Erste Asset Management
Austria
$2.87M +$345K +15,000 +14%
RPA
22
Rock Point Advisors
Vermont
$2.8M +$2.57M +111,865 New
UCFA
23
United Capital Financial Advisors
Texas
$2.76M +$2.54M +110,400 New
TA
24
Teton Advisors
New York
$2.54M +$69K +3,000 +3%
HI
25
Handelsinvest Investeringsforvaltning
Denmark
$2.25M +$230K +10,000 +13%
1
2 3 4

WLDN Hedge Fund Activity: Q2 2020 in Review

88 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2020, worth a combined $221M — up 13% from $196M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WLDN and 11 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 31 added.

The largest buyer was Wellington Management Group, adding an estimated $4.19M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $11.8M sold.

  • 88 institutional investors held Willdan Group (WLDN) as of Q2 2020, down from 89 in Q1 2020.
  • Funds reported $221M of Willdan Group stock for Q2 2020, up 13% quarter-over-quarter.
  • 11 funds opened new Willdan Group positions in Q2 2020 and 12 closed out, a net change of -1 holder.
  • The largest Willdan Group buyer in Q2 2020 was Wellington Management Group, an estimated $4.19M added.
  • The largest Willdan Group seller in Q2 2020 was Eagle Asset Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2020.