WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

WDR was delisted on the 30th of April, 2021.

327 hedge funds and large institutions have $5.25B invested in Waddell & Reed Financial, Inc. in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 35 closing their positions.

Holders
327
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
9.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
37
Increased
123
Reduced
126
Closed
35
Calls
$3.78M
Puts
$13.1M
Net Calls
-$9.28M
Net Calls Change
-$5.78M
Name Market Value Shares Shares
Change
Shares
Change %
GC
226
Guardian Capital
Ontario, Canada
$565K 7,670 +7,670 New
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$536K 7,287 +34 +0.5%
FMT
228
First Mercantile Trust
Tennessee
$535K 7,278 +4,048 +125%
DFIM
229
Detwiler Fenton Investment Management
Massachusetts
$530K 7,200
AW
230
Alpha Windward
Massachusetts
$525K 7,134 -240 -3%
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$485K 6,590 -50 -0.8%
JG
232
Jefferies Group
New York
$485K 6,582 +2,863 +77%
BMO
233
Beck Mack & Oliver
New York
$479K 6,511
HKIM
234
Hayek Kallen Investment Management
Alabama
$477K 6,486 -300 -4%
QIM
235
Quest Investment Management
Oregon
$467K 6,345 -245 -4%
FBNAT
236
FirstMerit Bank N.A. Trustee
Ohio
$460K 6,247 +547 +10%
TAM
237
Tocqueville Asset Management
New York
$450K 6,108 -57 -0.9%
IPC
238
Independent Portfolio Consultants
Florida
$445K 6,055 -1,830 -23%
BOH
239
Bank of Hawaii
Hawaii
$436K 5,920
CMBA
240
C.M. Bidwell & Associates
Hawaii
$433K 5,875 +1,605 +38%
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$429K 5,837 -419 -7%
ACI
242
AMP Capital Investors
Australia
$424K 5,882 -9,518 -62%
NCCM
243
Nine Chapters Capital Management
New Jersey
$420K 5,700 -32,800 -85%
FHC
244
First Houston Capital
Texas
$420K 5,700 -2,400 -30%
BRCM
245
Bright Rock Capital Management
Massachusetts
$412K 5,600 -2,600 -32%
MRCM
246
M&R Capital Management
New Jersey
$400K 5,428
BC
247
Burney Company
Virginia
$390K 5,291 -162 -3%
EIM
248
Essex Investment Management
Massachusetts
$376K 5,114 -1,418 -22%
WG
249
Welch Group
Alabama
$374K 5,080
CL
250
CIM LLC
New York
$374K 5,085 +5,085 New