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Willdan Group

90 hedge funds and large institutions have $224M invested in Willdan Group in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,500% more call options, than puts

Call options by funds: $92K | Put options by funds: $2K

6% more capital invested

Capital invested by funds: $213M → $224M (+$11.8M)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.04% more ownership

Funds ownership: 76.56%76.6% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9190 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
32
Reduced
30
Closed
5
Calls
$92K
Puts
$2K
Net Calls
+$90K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Forager Capital Management
Alabama
$41.1M
Amundi
2
Amundi
France
$39M +$905K +45,535 +3%
BlackRock
3
BlackRock
New York
$19.1M +$1.47M +73,819 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.9M +$217K +10,900 +2%
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$10.3M
Swedbank
6
Swedbank
Sweden
$9.37M
RHJA
7
Rice Hall James & Associates
California
$8.1M -$531K -26,715 -7%
SCA
8
Summit Creek Advisors
Minnesota
$7.79M -$403K -20,262 -5%
RPA
9
Rock Point Advisors
Vermont
$7.08M +$88.7K +4,464 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.72M +$171K +8,613 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$5.71M +$403K +20,259 +8%
Northern Trust
12
Northern Trust
Illinois
$5.34M +$106K +5,316 +2%
State Street
13
State Street
Massachusetts
$4.7M +$64.3K +3,237 +2%
RC
14
RBF Capital
California
$4.05M
RGC
15
Redwood Grove Capital
California
$3.84M
KCM
16
Kennedy Capital Management
Missouri
$3.51M -$20.3K -1,021 -0.6%
BA
17
Bard Associates
Illinois
$3.03M -$59.6K -3,000 -2%
EIM
18
Essex Investment Management
Massachusetts
$2.86M -$205K -10,291 -7%
Morgan Stanley
19
Morgan Stanley
New York
$1.77M +$994K +49,997 +154%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.77M +$35.2K +1,772 +2%
KCM
21
Kornitzer Capital Management
Kansas
$1.71M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.25M -$106K -5,325 -8%
TA
23
Teton Advisors
New York
$1.23M -$199K -10,000 -15%
CCA
24
Conestoga Capital Advisors
Pennsylvania
$1.19M +$43.9K +2,210 +4%
LCM
25
Legato Capital Management
California
$1.15M