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 %
GAM
251
Guinness Asset Management
United Kingdom
$241K +$24.9K +500 +12%
GT
252
Glenmede Trust
Pennsylvania
$239K -$5.73M -115,115 -96%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$237K -$597K -11,980 -72%
WIS
254
Wright Investors Service
Connecticut
$230K -$179K -3,604 -44%
RCAG
255
Rehmann Capital Advisory Group
Michigan
$230K -$11.7K -236 -5%
TAM
256
Tocqueville Asset Management
New York
$229K -$2.59K -52 -1%
TWI
257
Thomas White International
Illinois
$224K
NCCM
258
Nine Chapters Capital Management
New Jersey
$219K -$2.07M -41,500 -90%
PSUF
259
People's United Financial
Connecticut
$218K -$254K -5,104 -54%
NV
260
Nair Vinay
$216K +$216K +4,345 New
IIM
261
Intact Investment Management
Quebec, Canada
$209K +$209K +4,200 New
SEI Investments
262
SEI Investments
Pennsylvania
$207K +$207K +4,192 New
QIM
263
Quantitative Investment Management
Virginia
$204K +$204K +4,100 New
SF
264
Synovus Financial
Georgia
$193K
AAM
265
Advisors Asset Management
Colorado
$183K -$13K -261 -7%
PHK
266
Point72 Hong Kong
Hong Kong
$178K +$173K +3,490 +3,835%
Creative Planning
267
Creative Planning
Kansas
$169K +$4.97K +100 +3%
PCM
268
Prelude Capital Management
New York
$169K +$39.8K +800 +31%
DSC
269
Duncker Streett & Co
Missouri
$159K +$4.97K +100 +3%
Envestnet Asset Management
270
Envestnet Asset Management
Illinois
$158K -$20.2K -405 -11%
CSS
271
Cubist Systematic Strategies
Connecticut
$148K -$903K -18,077 -86%
QI
272
QS Investors
New York
$138K +$138K +2,750 New
SOADOR
273
State of Alaska Department of Revenue
Alaska
$134K
Teacher Retirement System of Texas
274
Teacher Retirement System of Texas
Texas
$127K -$24.7K -498 -16%
PAM
275
Paradigm Asset Management
New York
$120K