WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

334 hedge funds and large institutions have $4.59B invested in Waddell & Reed Financial, Inc. in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+7
Holders Change %
+2.14%
% of All Funds
9.61%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
47
Increased
122
Reduced
118
Closed
38
Calls
$2.99M
Puts
$5.03M
Net Calls
-$2.03M
Net Calls Change
+$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
276
HL Financial Services
Kentucky
$281K +$3.07K +49 +1%
RCAG
277
Rehmann Capital Advisory Group
Michigan
$272K +$21.5K +343 +9%
FTIOP
278
Fiduciary Trust International of Pennsylvania
Pennsylvania
$263K +$263K +4,200 New
Rafferty Asset Management
279
Rafferty Asset Management
New York
$253K +$253K +4,045 New
QIM
280
Quest Investment Management
Oregon
$250K -$147K -2,345 -37%
SF
281
Synovus Financial
Georgia
$244K
OA
282
OFI Advisors
Pennsylvania
$241K +$65.3K +1,045 +37%
GVT
283
Genesee Valley Trust
New York
$240K -$2.5K -40 -1%
VAM
284
Visium Asset Management
New York
$240K +$240K +3,838 New
Envestnet Asset Management
285
Envestnet Asset Management
Illinois
$233K -$18.3K -292 -7%
Franklin Resources
286
Franklin Resources
California
$230K
AAM
287
Advisors Asset Management
Colorado
$226K +$43.2K +691 +24%
B
288
Barings
North Carolina
$225K
RBC
289
Ronald Blue & Co
Georgia
$223K +$19.4K +310 +10%
HIMCH
290
Hartford Investment Management Co (HIMCO)
Connecticut
$220K +$4.39K +70 +2%
PAM
291
Princeton Alpha Management
New Jersey
$213K -$410K -6,561 -66%
ACI
292
AMP Capital Investors
Australia
$204K -$162K -2,600 -44%
BG
293
Bahl & Gaynor
Ohio
$204K
GAM
294
Guinness Asset Management
United Kingdom
$203K +$31.3K +500 +18%
Fuller & Thaler Asset Management
295
Fuller & Thaler Asset Management
California
$200K
MIM
296
Miller Investment Management
Pennsylvania
$199K
Teacher Retirement System of Texas
297
Teacher Retirement System of Texas
Texas
$195K
QBFM
298
QS Batterymarch Financial Management
New York
$173K -$22K -350 -11%
IRS
299
Invictus RG (Singapore)
Singapore
$170K +$170K +2,710 New
SOADOR
300
State of Alaska Department of Revenue
Alaska
$168K