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Willdan Group
WLDN

97 hedge funds and large institutions have $389M invested in Willdan Group in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $158K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

69% more capital invested

Capital invested by funds: $231M → $389M (+$158M)

13% more funds holding

Funds holding: 86 → 97 (+11)

2.48% more ownership

Funds ownership: 74.81% → 77.28% (+2.5%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
20
Increased
25
Reduced
34
Closed
9
Calls
$1.32M
Puts
$158K
Net Calls
+$1.16M
Net Calls Change
+$1.16M

Top Buyers

1
Invesco
Invesco
Georgia
+$16.9M
2
Citigroup
Citigroup
New York
+$6.77M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.63M
4
ACM
Arosa Capital Management
Florida
+$1.28M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.26M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$9.28M
2
SAM
Silvercrest Asset Management
New York
-$6.26M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.04M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.97M
5
UCFA
United Capital Financial Advisors
Texas
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$47.5M +$16.9M +487,530 +75%
Handelsbanken Fonder
2
Handelsbanken Fonder
Sweden
$40.1M +$1.25M +35,866 +4%
BlackRock
3
BlackRock
New York
$31.9M +$1.03M +29,696 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.8M +$690K +19,874 +3%
RHJA
5
Rice Hall James & Associates
California
$24.6M -$65K -1,871 -0.3%
DnB Asset Management
6
DnB Asset Management
Norway
$19.4M -$971K -27,966 -6%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$17.4M -$4.04M -116,451 -22%
ACM
8
Arosa Capital Management
Florida
$14.8M +$1.28M +36,748 +12%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$13.3M -$1.97M -56,800 -15%
SCA
10
Summit Creek Advisors
Minnesota
$11.7M +$442K +12,720 +5%
Citigroup
11
Citigroup
New York
$8.16M +$6.77M +195,067 +31,926%
RC
12
RBF Capital
California
$8.05M – – –
State Street
13
State Street
Massachusetts
$8.03M -$126K -3,620 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$7.84M +$168K +4,842 +3%
BA
15
Bard Associates
Illinois
$7.56M -$357K -10,290 -5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$6.93M +$208K +5,977 +4%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$6.76M +$5.63M +162,092 New
Northern Trust
18
Northern Trust
Illinois
$6.04M -$132K -3,809 -3%
RGC
19
Redwood Grove Capital
California
$5.74M +$4.78M +137,726 New
TWMP
20
Taylor Wealth Management Partners
Massachusetts
$5.42M -$70K -2,015 -2%
EAM
21
Erste Asset Management
Austria
$5.15M – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.94M -$395K -11,376 -9%
TA
23
Teton Advisors
New York
$4.3M – – –
RPA
24
Rock Point Advisors
Vermont
$4.24M -$337K -9,700 -9%
HI
25
Handelsinvest Investeringsforvaltning
Denmark
$3.75M – – –
1
2 3 4 5

WLDN Hedge Fund Activity: Q4 2020 in Review

97 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q4 2020, worth a combined $389M — up 69% from $231M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WLDN positions and 9 closed out — a net gain of 11 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Invesco, adding an estimated $16.9M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $9.28M sold.

  • 97 institutional investors held Willdan Group (WLDN) as of Q4 2020, up from 86 in Q3 2020.
  • Funds reported $389M of Willdan Group stock for Q4 2020, up 69% quarter-over-quarter.
  • 20 funds opened new Willdan Group positions in Q4 2020 and 9 closed out, a net change of +11 holders.
  • The largest Willdan Group buyer in Q4 2020 was Invesco, an estimated $16.9M added.
  • The largest Willdan Group seller in Q4 2020 was William Blair Investment Management, an estimated $9.28M sold.

Based on aggregated 13F filings for Q4 2020.