WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

286 hedge funds and large institutions have $2.51B invested in Waddell & Reed Financial, Inc. in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 42 closing their positions.

Holders
286
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
7.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
114
Reduced
85
Closed
42
Calls
$4.71M
Puts
$2.7M
Net Calls
+$2.01M
Net Calls Change
+$247K
Name Market Value Shares Shares
Change
Shares
Change %
LCP
26
Lombardia Capital Partners
California
$19.9M 570,981 -131,521 -19%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$18M 516,261 +37,788 +8%
Prudential Financial
28
Prudential Financial
New Jersey
$16.1M 463,153 +39,630 +9%
Ameriprise
29
Ameriprise
Minnesota
$15.8M 455,487 +23,967 +6%
American Century Companies
30
American Century Companies
Missouri
$15.8M 454,362 -329,674 -42%
EIP
31
Epoch Investment Partners
New York
$15.7M 451,104 -3,054 -0.7%
HCM
32
Hodges Capital Management
Texas
$15.7M 450,970 +450,970 New
RFC
33
Regions Financial Corp
Alabama
$15.6M 449,974 -9,560 -2%
TCIM
34
TIAA CREF Investment Management
New York
$15.4M 442,514 +135,705 +44%
WBG
35
Wharton Business Group
Pennsylvania
$14.5M 418,071 +103,360 +33%
GI
36
GAMCO Investors
Connecticut
$13.8M 398,180 -770 -0.2%
First Trust Advisors
37
First Trust Advisors
Illinois
$13.7M 393,655 +255,627 +185%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$13.1M 376,227 +5,539 +1%
Charles Schwab
39
Charles Schwab
California
$12.9M 371,393 +24,304 +7%
BAM
40
Burgundy Asset Management
Ontario, Canada
$12.3M 355,132 +77,768 +28%
GAM
41
Gotham Asset Management
New York
$11.9M 342,121 +43,957 +15%
Morgan Stanley
42
Morgan Stanley
New York
$11.5M 331,915 +106,046 +47%
Macquarie Group
43
Macquarie Group
Australia
$11.2M 323,244 -44 -0%
MPAM
44
Monarch Partners Asset Management
Massachusetts
$11M 316,199 +117,951 +59%
ACM
45
Argent Capital Management
Missouri
$9.6M 276,175 +2,067 +0.8%
Principal Financial Group
46
Principal Financial Group
Iowa
$9.07M 260,692 -2,598 -1%
FIM
47
Foresters Investment Management
New York
$9.02M 259,500 +2,600 +1%
AQR Capital Management
48
AQR Capital Management
Connecticut
$8.87M 255,223 +1,732 +0.7%
SFM
49
Systematic Financial Management
New Jersey
$8.32M 239,394 +10,543 +5%
BIM
50
BlackRock Investment Management
Delaware
$8.25M 237,144 -5,865 -2%