WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

289 hedge funds and large institutions have $3.46B invested in Waddell & Reed Financial, Inc. in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 37 closing their positions.

Holders
289
Holders Change
-7
Holders Change %
-2.36%
% of All Funds
7.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
125
Reduced
85
Closed
37
Calls
$3.42M
Puts
$1.66M
Net Calls
+$1.77M
Net Calls Change
+$36K
Name Market Value Shares Shares
Change
Shares
Change %
Fuller & Thaler Asset Management
251
Fuller & Thaler Asset Management
California
$90K 1,900 +200 +12%
CF
252
CenterStar Fund
Illinois
OC
253
Oakworth Capital
Alabama
$85K 1,894
WA
254
WFG Advisors
Texas
$78K 1,652 +2 +0.1%
GT
255
Glenmede Trust
Pennsylvania
$72K 1,550 -1,045 -40%
PAI
256
Pittenger & Anderson Inc
Nebraska
$64K 1,356
TRCT
257
Tower Research Capital (TRC)
New York
$61K 1,283 +1,217 +1,844%
Loomis, Sayles & Company
258
Loomis, Sayles & Company
Massachusetts
$43K 908 +536 +144%
FHA
259
First Horizon Advisors
Tennessee
$38K 819 +58 +8%
SEI Investments
260
SEI Investments
Pennsylvania
$35K 743 +265 +55%
HNB
261
Huntington National Bank
Ohio
$25K 537 -148 -22%
FNBT
262
FineMark National Bank & Trust
Florida
$24K 508
Citadel Advisors
263
Citadel Advisors
Florida
$20K 421 +421 New
TDC
264
Thompson Davis & Co
Virginia
$19K 412 +412 New
ASN
265
Advisory Services Network
Georgia
$17K 361
WBG
266
Wharton Business Group
Pennsylvania
$14.9K 314,711 +285,261 +969%
FANJ
267
Financial Architects (New Jersey)
New Jersey
$13K 280 +60 +27%
WA
268
Waverly Advisors
Alabama
$12K 260
BGIM
269
Brandywine Global Investment Management
Pennsylvania
$12K 249 +249 New
AGM
270
Alpine Global Management
New York
$11K 222 +222 New
VFA
271
Virtus Fund Advisers
Connecticut
$10K 221 -1,413 -86%
GAM
272
Gemmer Asset Management
California
$10K 217
S
273
SignatureFD
Georgia
$9K 193
WCBA
274
Weaver C. Barksdale & Associates
Tennessee
$7K 157 +10 +7%
MI
275
Markston International
New York
$6K 124