Willdan Group
WLDN
91 hedge funds and large institutions have $213M invested in Willdan Group in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
77% more call options, than puts
Call options by funds: $69K | Put options by funds: $39K
8% more funds holding
Funds holding: 84 → 91 (+7)
6% more capital invested
Capital invested by funds: $201M → $213M (+$12M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
1.15% less ownership
Funds ownership: 77.71% → 76.56% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.75M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$1.23M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$726K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$492K |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
+$439K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$3.94M |
| 2 |
Millennium Management
New York
|
-$857K |
| 3 |
RPA
Rock Point Advisors
Burlington,
Vermont
|
-$852K |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$467K |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$370K |
WLDN Hedge Fund Activity: Q3 2023 in Review
91 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Willdan Group (WLDN) for Q3 2023, worth a combined $213M — up 6% from $201M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WLDN positions and 4 closed out — a net gain of 7 holders — while 27 added to existing stakes and 28 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.75M. The largest seller was Handelsbanken Fonder, cutting an estimated $3.94M.
- 91 institutional investors held Willdan Group (WLDN) as of Q3 2023, up from 84 in Q2 2023.
- Funds reported $213M of Willdan Group stock for Q3 2023, up 6% quarter-over-quarter.
- 11 funds opened new Willdan Group positions in Q3 2023 and 4 closed out, a net change of +7 holders.
- The largest Willdan Group buyer in Q3 2023 was Hillsdale Investment Management, an estimated $1.75M added.
- The largest Willdan Group seller in Q3 2023 was Handelsbanken Fonder, an estimated $3.94M sold.
Based on aggregated 13F filings for Q3 2023.