WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M
Name Market Value Shares Shares
Change
Shares
Change %
PHK
226
Point72 Hong Kong
Hong Kong
$19K 800 -1,000 -56%
Geode Capital Management
227
Geode Capital Management
Massachusetts
$18.3K 775,369 -42,278 -5%
HNB
228
Huntington National Bank
Ohio
$14K 285 -115 -29%
TDC
229
Thompson Davis & Co
Virginia
$12K 523
EWM
230
Edge Wealth Management
New York
$12K 500 +500 New
PG
231
PEAK6 Group
Illinois
$12K 528 +528 New
IA
232
IFP Advisors
Florida
$10K 607 -2,123 -78%
FANJ
233
Financial Architects (New Jersey)
New Jersey
$10K 415 +415 New
CCA
234
Checchi Capital Advisers
California
$9K 391 +391 New
ASN
235
Advisory Services Network
Georgia
$8K 361 -68 -16%
FNBT
236
FineMark National Bank & Trust
Florida
$7K 282 -226 -44%
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$7K 301 -116 -28%
AssetMark Inc
238
AssetMark Inc
California
$7K 289 +249 +623%
Loomis, Sayles & Company
239
Loomis, Sayles & Company
Massachusetts
$6K 268 -455 -63%
WCBA
240
Weaver C. Barksdale & Associates
Tennessee
$6K 244 +26 +12%
BBHC
241
Brown Brothers Harriman & Co
New York
$5K 207
CAW
242
Cornerstone Advisors (Washington)
Washington
$5K 230
GAM
243
Gemmer Asset Management
California
$5K 240 +23 +11%
MI
244
Markston International
New York
$3K 124
LJHT
245
Laurie J. Hall Trustee
$3K 120 +120 New
WA
246
Winfield Associates
Ohio
$3K 130 +130 New
Nuveen Asset Management
247
Nuveen Asset Management
Illinois
$1.14K 48,482
UFA
248
US Financial Advisors
Massachusetts
$1K 46
ZB
249
Zions Bancorporation
Utah
$1K 46
PCM
250
Penserra Capital Management
California
$20 868 -102 -11%