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Willdan Group

104 hedge funds and large institutions have $391M invested in Willdan Group in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

843% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $591K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

7% more funds holding

Funds holding: 97104 (+7)

0.61% more ownership

Funds ownership: 77.28%77.9% (+0.61%)

0% more capital invested

Capital invested by funds: $389M → $391M (+$1.63M)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
19
Increased
31
Reduced
33
Closed
11
Calls
$5.57M
Puts
$591K
Net Calls
+$4.98M
Net Calls Change
+$3.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$42.8M -$4.39M -95,520 -8%
Handelsbanken Fonder
2
Handelsbanken Fonder
Sweden
$40.9M +$1.61M +35,000 +4%
BlackRock
3
BlackRock
New York
$32.3M +$1.02M +22,230 +3%
RHJA
4
Rice Hall James & Associates
California
$25.6M +$1.55M +33,619 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$23.9M -$521K -11,333 -2%
DnB Asset Management
6
DnB Asset Management
Norway
$17.9M -$1.32M -28,610 -6%
SCA
7
Summit Creek Advisors
Minnesota
$13.7M +$2.46M +53,556 +19%
ACM
8
Arosa Capital Management
Florida
$13.5M -$1.23M -26,728 -8%
Swedbank
9
Swedbank
Sweden
$11.8M +$13.3M +288,100 New
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$11.6M -$6.14M -133,581 -32%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$9.34M +$3.01M +65,398 +40%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$8.42M -$5.23M -113,700 -36%
RC
13
RBF Capital
California
$7.93M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$7.84M +$138K +3,005 +2%
State Street
15
State Street
Massachusetts
$7.69M -$232K -5,037 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.33M +$570K +12,386 +7%
EAM
17
Erste Asset Management
Austria
$6.74M +$2.46M +53,430 +45%
BA
18
Bard Associates
Illinois
$6.03M -$1.58M -34,404 -19%
RGC
19
Redwood Grove Capital
California
$5.71M +$59.8K +1,300 +0.9%
Northern Trust
20
Northern Trust
Illinois
$5.71M -$273K -5,929 -4%
AA
21
ALPS Advisors
Colorado
$4.55M +$1.32M +28,667 +35%
TA
22
Teton Advisors
New York
$4.24M
RPA
23
Rock Point Advisors
Vermont
$4.22M +$50.5K +1,098 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.19M -$762K -16,576 -14%
TWMP
25
Taylor Wealth Management Partners
Massachusetts
$4.17M -$1.3M -28,275 -22%