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Willdan Group

98 hedge funds and large institutions have $356M invested in Willdan Group in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

2.25% less ownership

Funds ownership: 77.9%75.65% (-2.3%)

6% less funds holding

Funds holding: 10498 (-6)

9% less capital invested

Capital invested by funds: $391M → $356M (-$34.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
39
Reduced
33
Closed
12
Calls
$4.72M
Puts
Net Calls
+$4.72M
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
1
Handelsbanken Fonder
Sweden
$37.5M
Invesco
2
Invesco
Georgia
$36.6M -$2.72M -70,297 -7%
BlackRock
3
BlackRock
New York
$28M -$1.69M -43,706 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.9M -$100K -2,592 -0.4%
RHJA
5
Rice Hall James & Associates
California
$20.5M -$3.08M -79,766 -13%
DnB Asset Management
6
DnB Asset Management
Norway
$12.5M -$4.08M -105,697 -24%
SCA
7
Summit Creek Advisors
Minnesota
$12.1M -$451K -11,677 -3%
Swedbank
8
Swedbank
Sweden
$11.1M +$277K +7,183 +2%
FCM
9
Frontier Capital Management
Massachusetts
$10.9M +$9.14M +236,709 +442%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$10.7M +$2.23M +57,779 +25%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$9.47M -$1.21M -31,361 -11%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$8.52M +$819K +21,200 +10%
State Street
13
State Street
Massachusetts
$7.71M +$669K +17,327 +9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$7.55M +$377K +9,754 +5%
RC
15
RBF Capital
California
$7.27M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.19M +$476K +12,329 +7%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$7.1M +$7.29M +188,696 New
RGC
18
Redwood Grove Capital
California
$6.67M +$1.48M +38,199 +27%
EAM
19
Erste Asset Management
Austria
$6.47M
BA
20
Bard Associates
Illinois
$5.53M -$1.93K -50 -0%
Northern Trust
21
Northern Trust
Illinois
$5.2M -$32.8K -850 -0.6%
ACM
22
Arosa Capital Management
Florida
$4.76M -$7.84M -202,886 -62%
RPA
23
Rock Point Advisors
Vermont
$4.71M +$862K +22,320 +22%
TA
24
Teton Advisors
New York
$3.92M +$38.6K +1,000 +1%
TWMP
25
Taylor Wealth Management Partners
Massachusetts
$3.74M -$89.4K -2,315 -2%