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Willdan Group

143 hedge funds and large institutions have $421M invested in Willdan Group in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 29

40% more capital invested

Capital invested by funds: $300M → $421M (+$121M)

30% more funds holding

Funds holding: 110143 (+33)

1.83% less ownership

Funds ownership: 75.29%73.46% (-1.8%)

12% less call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.43M

Holders
143
Holders Change
+33
Holders Change %
+30%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
54
Reduced
29
Closed
13
Calls
$1.26M
Puts
$1.43M
Net Calls
-$165K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.3M +$1.53M +42,488 +5%
Amundi
2
Amundi
France
$35.1M -$28M -779,343 -48%
FCM
3
Forager Capital Management
Alabama
$32.9M -$23M -640,786 -44%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.7M +$1.57M +43,659 +7%
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$16.7M
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$15.6M +$13.7M +381,132 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$15.2M +$1.65M +45,957 +14%
Swedbank
8
Swedbank
Sweden
$15.1M -$2.39M -66,400 -15%
SCA
9
Summit Creek Advisors
Minnesota
$14.7M +$138K +3,845 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.1M +$54.4K +1,514 +0.5%
RHJA
11
Rice Hall James & Associates
California
$10.1M -$3.95M -110,003 -31%
State Street
12
State Street
Massachusetts
$9.84M +$222K +6,178 +3%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$9.09M +$5.99M +166,836 +303%
RPA
14
Rock Point Advisors
Vermont
$8.33M -$2.57M -71,512 -26%
RC
15
RBF Capital
California
$7.56M -$142K -3,959 -2%
Northern Trust
16
Northern Trust
Illinois
$7.15M -$2.45M -68,108 -28%
EIM
17
Essex Investment Management
Massachusetts
$6.38M +$19.3K +538 +0.3%
Millennium Management
18
Millennium Management
New York
$6.05M +$1.56M +43,539 +42%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$6.04M +$5.3M +147,574 New
First Trust Advisors
20
First Trust Advisors
Illinois
$5.93M +$3.67M +102,149 +240%
BA
21
Bard Associates
Illinois
$5.54M -$77.3K -2,150 -2%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.99M +$2.39M +66,474 +120%
Invesco
23
Invesco
Georgia
$4.53M +$2.74M +76,293 +222%
Citadel Advisors
24
Citadel Advisors
Florida
$4.04M -$20.2K -562 -0.6%
Morgan Stanley
25
Morgan Stanley
New York
$3.69M -$532K -14,816 -14%