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Willdan Group

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.

New
Increased
Maintained
Reduced
Closed

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: 8491 (+7)

6% more capital invested

Capital invested by funds: $201M → $213M (+$12M)

0% more funds holding in top 10

Funds holding in top 10: 11 (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%)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
27
Reduced
28
Closed
4
Calls
$69K
Puts
$39K
Net Calls
+$30K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Forager Capital Management
Alabama
$39M
Amundi
2
Amundi
France
$36.4M +$393K +18,554 +1%
BlackRock
3
BlackRock
New York
$16.7M -$240K -11,330 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13M +$28.9K +1,365 +0.2%
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$9.76M -$3.94M -186,003 -28%
Swedbank
6
Swedbank
Sweden
$8.9M
RHJA
7
Rice Hall James & Associates
California
$8.24M -$467K -22,040 -5%
SCA
8
Summit Creek Advisors
Minnesota
$7.82M +$33.7K +1,587 +0.4%
RPA
9
Rock Point Advisors
Vermont
$6.64M -$852K -40,162 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.25M +$492K +23,179 +10%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$5.01M -$264K -12,430 -5%
Northern Trust
12
Northern Trust
Illinois
$4.97M +$4.07K +192 +0.1%
State Street
13
State Street
Massachusetts
$4.4M +$19K +894 +0.4%
RC
14
RBF Capital
California
$3.85M -$97.5K -4,600 -2%
RGC
15
Redwood Grove Capital
California
$3.65M
KCM
16
Kennedy Capital Management
Missouri
$3.36M +$25.4K +1,199 +0.7%
BA
17
Bard Associates
Illinois
$2.94M -$15.9K -750 -0.5%
EIM
18
Essex Investment Management
Massachusetts
$2.93M -$41K -1,932 -1%
HIM
19
Hillsdale Investment Management
Ontario, Canada
$1.69M +$1.75M +82,700 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.64M +$98.7K +4,654 +6%
KCM
21
Kornitzer Capital Management
Kansas
$1.62M
FCM
22
Frontier Capital Management
Massachusetts
$1.39M -$370K -17,434 -20%
TA
23
Teton Advisors
New York
$1.37M -$233K -11,000 -14%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.29M -$1.68K -79 -0.1%
EI
25
EAM Investors
California
$1.18M +$1.23M +57,903 New