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Willdan Group
WLDN

86 hedge funds and large institutions have $231M invested in Willdan Group in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $221M → $231M (+$9.73M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.09% less ownership

Funds ownership: 75.89% → 74.81% (-1.1%)

2% less funds holding

Funds holding: 88 → 86 (-2)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
28
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$5.41M
2
ACM
Arosa Capital Management
Florida
+$2.09M
3
RHJA
Rice Hall James & Associates
California
+$1.48M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$1.46M
5
AA
ALPS Advisors
Colorado
+$373K

Top Sellers

1
WS
Wedbush Securities
California
-$1.51M
2
CCM
Cadence Capital Management
Massachusetts
-$1.27M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$739K
4
SCA
Summit Creek Advisors
Minnesota
-$727K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$669K
Name Holding Trade Value Shares
Change 		Change in
Stake
Handelsbanken Fonder
1
Handelsbanken Fonder
Sweden
$23.6M +$1.46M +54,275 +6%
BlackRock
2
BlackRock
New York
$18.7M -$285K -10,566 -1%
Invesco
3
Invesco
Georgia
$16.6M +$5.41M +200,658 +45%
RHJA
4
Rice Hall James & Associates
California
$15.1M +$1.48M +55,068 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.7M +$269K +9,988 +2%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$13.6M +$25.2K +934 +0.2%
DnB Asset Management
7
DnB Asset Management
Norway
$12.6M +$116K +4,294 +0.9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$9.58M +$35K +1,300 +0.3%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$9.28M -$739K -27,401 -7%
ACM
10
Arosa Capital Management
Florida
$8.15M +$2.09M +77,695 +32%
SCA
11
Summit Creek Advisors
Minnesota
$6.84M -$727K -26,960 -9%
SAM
12
Silvercrest Asset Management
New York
$6.26M -$229K -8,498 -3%
State Street
13
State Street
Massachusetts
$5M -$116K -4,290 -2%
RC
14
RBF Capital
California
$4.93M – – –
BA
15
Bard Associates
Illinois
$4.89M -$18.9K -700 -0.4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$4.67M -$669K -24,822 -12%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$4.09M +$86.6K +3,214 +2%
Northern Trust
18
Northern Trust
Illinois
$3.79M -$135K -4,997 -3%
EAM
19
Erste Asset Management
Austria
$3.41M – – –
TWMP
20
Taylor Wealth Management Partners
Massachusetts
$3.37M -$13.7K -510 -0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.31M +$701 +26 +0%
RPA
22
Rock Point Advisors
Vermont
$2.84M -$13.1K -485 -0.4%
UCFA
23
United Capital Financial Advisors
Texas
$2.82M – – –
TA
24
Teton Advisors
New York
$2.63M +$40.4K +1,500 +1%
HI
25
Handelsinvest Investeringsforvaltning
Denmark
$2.3M – – –
1
2 3 4

WLDN Hedge Fund Activity: Q3 2020 in Review

86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2020, worth a combined $231M — up 4.4% from $221M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WLDN and 2 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was Invesco, adding an estimated $5.41M. The largest seller was Wedbush Securities, cutting an estimated $1.51M.

  • 86 institutional investors held Willdan Group (WLDN) as of Q3 2020, down from 88 in Q2 2020.
  • Funds reported $231M of Willdan Group stock for Q3 2020, up 4.4% quarter-over-quarter.
  • 2 funds opened new Willdan Group positions in Q3 2020 and 4 closed out, a net change of -2 holders.
  • The largest Willdan Group buyer in Q3 2020 was Invesco, an estimated $5.41M added.
  • The largest Willdan Group seller in Q3 2020 was Wedbush Securities, an estimated $1.51M sold.

Based on aggregated 13F filings for Q3 2020.