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Willdan Group

101 hedge funds and large institutions have $301M invested in Willdan Group in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

34% more capital invested

Capital invested by funds: $224M → $301M (+$77M)

16% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.94M

12% more funds holding

Funds holding: 90101 (+11)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 76.6%75.69% (-0.91%)

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
32
Reduced
30
Closed
6
Calls
$2.24M
Puts
$1.94M
Net Calls
+$308K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Forager Capital Management
Alabama
$55.1M -$228K -10,456 -0.5%
Amundi
2
Amundi
France
$50M -$1.77M -81,333 -4%
BlackRock
3
BlackRock
New York
$25.6M -$169K -7,746 -0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.7M -$68.8K -3,159 -0.5%
Swedbank
5
Swedbank
Sweden
$12.6M
Handelsbanken Fonder
6
Handelsbanken Fonder
Sweden
$11.8M -$1.52M -69,956 -15%
SCA
7
Summit Creek Advisors
Minnesota
$10.9M +$262K +12,056 +3%
RHJA
8
Rice Hall James & Associates
California
$10.7M -$190K -8,743 -2%
RPA
9
Rock Point Advisors
Vermont
$9.21M -$256K -11,780 -4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.2M +$374K +17,167 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.01M +$230K +10,545 +4%
Northern Trust
12
Northern Trust
Illinois
$7.12M -$61.3K -2,817 -1%
State Street
13
State Street
Massachusetts
$6.5M +$121K +5,539 +3%
RC
14
RBF Capital
California
$5.47M
RGC
15
Redwood Grove Capital
California
$5.18M
BA
16
Bard Associates
Illinois
$4.04M -$35.4K -1,627 -1%
EIM
17
Essex Investment Management
Massachusetts
$3.92M +$45.7K +2,100 +2%
KCM
18
Kennedy Capital Management
Missouri
$3.22M -$1.13M -52,085 -32%
KCM
19
Kornitzer Capital Management
Kansas
$2.3M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.2M -$136K -6,242 -8%
Millennium Management
21
Millennium Management
New York
$1.79M +$1.34M +61,726 New
PAM
22
Panagora Asset Management
Massachusetts
$1.63M +$168K +7,719 +16%
CCA
23
Conestoga Capital Advisors
Pennsylvania
$1.62M +$11.8K +540 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.61M -$52.8K -2,424 -4%
TA
25
Teton Advisors
New York
$1.57M -$65.3K -3,000 -5%