WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

329 hedge funds and large institutions have $4.61B invested in Waddell & Reed Financial, Inc. in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
+32
Holders Change %
+10.77%
% of All Funds
9.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
59
Increased
100
Reduced
135
Closed
24
Calls
$1.59M
Puts
$5.09M
Net Calls
-$3.5M
Net Calls Change
-$5.9M
Name Market Value Shares Shares
Change
Shares
Change %
DFIM
251
Detwiler Fenton Investment Management
Massachusetts
$469K 7,200
TU
252
TDAM USA
Ontario, Canada
$453K 6,950 +6,950 New
TC
253
TFS Capital
Pennsylvania
$447K 6,858 +6,858 New
HKIM
254
Hayek Kallen Investment Management
Alabama
$442K 6,786
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
$432K 6,640
QIM
256
Quest Investment Management
Oregon
$429K 6,590 -4,155 -39%
EIM
257
Essex Investment Management
Massachusetts
$425K 6,532 -44 -0.7%
BMO
258
Beck Mack & Oliver
New York
$424K 6,511
CIBC World Market
259
CIBC World Market
Ontario, Canada
$414K 6,362 +6,362 New
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$406K 6,256 +112 +2%
LPL Financial
261
LPL Financial
California
$401K 6,157 -389 -6%
TAM
262
Tocqueville Asset Management
New York
$401K 6,165 +109 +2%
BOH
263
Bank of Hawaii
Hawaii
$386K 5,920 +120 +2%
FBNAT
264
FirstMerit Bank N.A. Trustee
Ohio
$371K 5,700 -1,627 -22%
BC
265
Burney Company
Virginia
$355K 5,453 -290 -5%
WT
266
Wilmington Trust
Delaware
$343K 5,261 +5,261 New
OAC
267
OMERS Administration Corp
Ontario, Canada
$332K 5,100 +5,100 New
WG
268
Welch Group
Alabama
$331K 5,080
SCM
269
Stux Capital Management
New York
$313K 4,800 -2,800 -37%
TH
270
Timber Hill
Connecticut
$309K 4,746 -2,724 -36%
TWI
271
Thomas White International
Illinois
$293K 4,500 +4,500 New
CMBA
272
C.M. Bidwell & Associates
Hawaii
$278K 4,270 +4,270 New
PAM
273
Paradigm Asset Management
New York
$277K 4,250
SF
274
Synovus Financial
Georgia
$254K 3,892
GVT
275
Genesee Valley Trust
New York
$253K 3,880 -40 -1%