WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

315 hedge funds and large institutions have $3.49B invested in Waddell & Reed Financial, Inc. in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
8.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
53
Increased
103
Reduced
118
Closed
40
Calls
$2.25M
Puts
$1.06M
Net Calls
+$1.19M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Shares
Change %
Canada Life
226
Canada Life
Manitoba, Canada
$391K
CL
227
CIM LLC
New York
$384K +$96.4K +1,935 +34%
UMA
228
USA Mutuals Advisors
Texas
$374K +$374K +7,500 New
OI
229
Oakbrook Investments
Illinois
$374K +$374K +7,500 New
DekaBank Deutsche Girozentrale
230
DekaBank Deutsche Girozentrale
Germany
$371K +$141K +2,850 +61%
UFF
231
USA Financial Formulas
Michigan
$370K +$370K +7,427 New
FBNAT
232
FirstMerit Bank N.A. Trustee
Ohio
$366K +$5.57K +112 +2%
HIMCH
233
Hartford Investment Management Co (HIMCO)
Connecticut
$366K +$366K +7,340 New
FMT
234
First Mercantile Trust
Tennessee
$365K -$12.2K -245 -3%
SG Americas Securities
235
SG Americas Securities
New York
$348K +$43.3K +869 +14%
WAM
236
World Asset Management
Michigan
$344K -$57.8K -1,161 -14%
HI
237
HBK Investments
Texas
$331K -$4.32M -86,813 -93%
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$326K -$2.49K -50 -0.8%
Arrowstreet Capital
239
Arrowstreet Capital
Massachusetts
$325K +$325K +6,533 New
BMO
240
Beck Mack & Oliver
New York
$324K
HKIM
241
Hayek Kallen Investment Management
Alabama
$313K
CAM
242
Capstone Asset Management
Texas
$308K -$88.2K -1,770 -22%
APU
243
Alpine Partners USVI
U.S. Virgin Islands
$304K +$304K +6,108 New
FAAS
244
First Allied Advisory Services
California
$287K +$287K +5,627 New
BRCM
245
Bright Rock Capital Management
Massachusetts
$279K
Neuberger Berman Group
246
Neuberger Berman Group
New York
$275K -$42.3K -850 -13%
MRCM
247
M&R Capital Management
New Jersey
$270K
OA
248
OFI Advisors
Pennsylvania
$270K +$31.6K +636 +13%
LS
249
Lupo Securities
Illinois
$255K +$255K +5,122 New
WG
250
Welch Group
Alabama
$244K