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Willdan Group

94 hedge funds and large institutions have $317M invested in Willdan Group in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9894 (-4)

5.67% less ownership

Funds ownership: 75.65%69.97% (-5.7%)

11% less capital invested

Capital invested by funds: $356M → $317M (-$38.7M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
34
Reduced
31
Closed
8
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
-$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
1
Handelsbanken Fonder
Sweden
$35.5M +$7.53K +200 +0%
Invesco
2
Invesco
Georgia
$31.4M -$3.4M -90,292 -9%
BlackRock
3
BlackRock
New York
$26.4M -$50.3K -1,334 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.9M +$304K +8,081 +1%
RHJA
5
Rice Hall James & Associates
California
$19.5M +$94.6K +2,511 +0.5%
SCA
6
Summit Creek Advisors
Minnesota
$12.3M +$900K +23,888 +7%
Swedbank
7
Swedbank
Sweden
$11.9M +$1.5M +39,843 +13%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$10M -$136K -3,617 -1%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$9.01M +$59.3K +1,574 +0.6%
FCM
10
Frontier Capital Management
Massachusetts
$8.85M -$1.57M -41,689 -14%
DnB Asset Management
11
DnB Asset Management
Norway
$8.39M -$3.61M -95,922 -29%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$8.05M
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$7.94M +$1.3M +34,385 +18%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$7.24M +$107K +2,828 +1%
State Street
15
State Street
Massachusetts
$7.19M -$101K -2,670 -1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.11M +$334K +8,876 +5%
RC
17
RBF Capital
California
$6.88M
RGC
18
Redwood Grove Capital
California
$6.31M
BA
19
Bard Associates
Illinois
$5.22M
RPA
20
Rock Point Advisors
Vermont
$4.93M +$506K +13,443 +11%
Northern Trust
21
Northern Trust
Illinois
$4.9M -$14.9K -396 -0.3%
TA
22
Teton Advisors
New York
$3.71M
TWMP
23
Taylor Wealth Management Partners
Massachusetts
$3.4M -$145K -3,840 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.23M +$2.03K +54 +0.1%
MOACM
25
Mutual of America Capital Management
New York
$3.09M -$47.1K -1,251 -1%