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Willdan Group

98 hedge funds and large institutions have $357M invested in Willdan Group in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

2.23% less ownership

Funds ownership: 77.9%75.67% (-2.2%)

6% less funds holding

Funds holding: 10498 (-6)

9% less capital invested

Capital invested by funds: $391M → $357M (-$34.5M)

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
1.7%
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
40
Reduced
33
Closed
12
Calls
$4.72M
Puts
Net Calls
+$4.72M
Net Calls Change
-$260K

WLDN Hedge Fund Activity: Q2 2021 in Review

98 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q2 2021, worth a combined $357M — down 8.8% from $391M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WLDN and 6 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 40 added.

The largest buyer was Frontier Capital Management, adding an estimated $9.14M. The largest seller was Arosa Capital Management, cutting an estimated $7.84M.

  • 98 institutional investors held Willdan Group (WLDN) as of Q2 2021, down from 104 in Q1 2021.
  • Funds reported $357M of Willdan Group stock for Q2 2021, down 8.8% quarter-over-quarter.
  • 6 funds opened new Willdan Group positions in Q2 2021 and 12 closed out, a net change of -6 holders.
  • The largest Willdan Group buyer in Q2 2021 was Frontier Capital Management, an estimated $9.14M added.
  • The largest Willdan Group seller in Q2 2021 was Arosa Capital Management, an estimated $7.84M sold.

Based on aggregated 13F filings for Q2 2021.