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Willdan Group

76 hedge funds and large institutions have $188M invested in Willdan Group in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,757% more call options, than puts

Call options by funds: $130K | Put options by funds: $7K

17% more capital invested

Capital invested by funds: $161M → $188M (+$26.7M)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.13% less ownership

Funds ownership: 81.8%80.67% (-1.1%)

4% less funds holding

Funds holding: 7976 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
29
Reduced
25
Closed
9
Calls
$130K
Puts
$7K
Net Calls
+$123K
Net Calls Change
+$123K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Forager Capital Management
Alabama
$33.1M +$4.48M +290,748 +19%
Amundi
2
Amundi
France
$30.3M +$1.63M +105,723 +7%
BlackRock
3
BlackRock
New York
$13.6M -$46K -2,984 -0.4%
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$13.3M -$3.7M -240,000 -24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1M +$613K +39,793 +7%
FCM
6
Frontier Capital Management
Massachusetts
$8.85M +$191K +12,420 +3%
Swedbank
7
Swedbank
Sweden
$7.78M
RHJA
8
Rice Hall James & Associates
California
$7.72M -$314K -20,393 -5%
SCA
9
Summit Creek Advisors
Minnesota
$6.75M +$21.2K +1,375 +0.4%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$6.27M -$175K -11,355 -3%
RPA
11
Rock Point Advisors
Vermont
$5.66M -$128K -8,301 -3%
Northern Trust
12
Northern Trust
Illinois
$4.26M -$628K -40,751 -15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.04M +$179K +11,637 +5%
State Street
14
State Street
Massachusetts
$3.73M -$321K -20,838 -9%
RC
15
RBF Capital
California
$3.45M
RGC
16
Redwood Grove Capital
California
$3.19M
BA
17
Bard Associates
Illinois
$2.59M -$12.3K -800 -0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.66M +$29.2K +1,893 +2%
Morgan Stanley
19
Morgan Stanley
New York
$1.58M +$1.05M +68,444 +343%
TA
20
Teton Advisors
New York
$1.52M -$139K -9,000 -10%
KCM
21
Kornitzer Capital Management
Kansas
$1.42M
EIM
22
Essex Investment Management
Massachusetts
$1.24M +$364K +23,644 +51%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.19M -$22.4K -1,456 -2%
Millennium Management
24
Millennium Management
New York
$1.08M +$752K +48,823 +418%
CCA
25
Conestoga Capital Advisors
Pennsylvania
$947K