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Willdan Group

155 hedge funds and large institutions have $383M invested in Willdan Group in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

12% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.64M

8% more funds holding

Funds holding: 143155 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.38% less ownership

Funds ownership: 73.46%71.08% (-2.4%)

9% less capital invested

Capital invested by funds: $421M → $383M (-$38.8M)

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
61
Reduced
44
Closed
18
Calls
$1.84M
Puts
$1.64M
Net Calls
+$202K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$43.2M +$7.44M +173,462 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.6M +$2.16M +50,262 +7%
FCM
3
Forager Capital Management
Alabama
$16.8M -$15.6M -362,770 -45%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$16.5M +$2.19M +51,003 +13%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$16.3M +$8.89M +207,196 +93%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$16M +$2.11M +49,217 +13%
Handelsbanken Fonder
7
Handelsbanken Fonder
Sweden
$15.5M
SCA
8
Summit Creek Advisors
Minnesota
$13.9M +$263K +6,119 +2%
Swedbank
9
Swedbank
Sweden
$11.8M -$2.51M -58,600 -16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.3M +$68.7K +1,601 +0.5%
State Street
11
State Street
Massachusetts
$9.47M +$362K +8,434 +4%
N
12
Nuveen
North Carolina
$7.92M +$5.14M +119,888 +136%
VCM
13
Valiant Capital Management
California
$7.65M +$8.62M +200,897 New
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$7.45M +$2.06M +48,094 +33%
RPA
15
Rock Point Advisors
Vermont
$7.21M -$607K -14,140 -7%
RC
16
RBF Capital
California
$7.07M +$40.5K +943 +0.5%
Wells Fargo
17
Wells Fargo
California
$6.68M +$7.27M +169,555 +2,934%
Goldman Sachs
18
Goldman Sachs
New York
$6.05M +$3M +69,880 +79%
First Trust Advisors
19
First Trust Advisors
Illinois
$5.96M +$507K +11,806 +8%
EIM
20
Essex Investment Management
Massachusetts
$5.26M -$762K -17,754 -11%
Millennium Management
21
Millennium Management
New York
$5.16M -$534K -12,446 -8%
BA
22
Bard Associates
Illinois
$5.13M -$28.6K -666 -0.5%
Northern Trust
23
Northern Trust
Illinois
$4.87M -$2M -46,669 -27%
RHJA
24
Rice Hall James & Associates
California
$4.53M -$5.43M -126,551 -52%
Renaissance Technologies
25
Renaissance Technologies
New York
$4.41M -$266K -6,200 -5%