WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

234 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 98 reducing their positions, and 23 closing their positions.

Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
60
Reduced
98
Closed
23
Calls
$5.72M
Puts
$22.4M
Net Calls
-$16.7M
Net Calls Change
-$551K
Name Market Value Shares Shares
Change
Shares
Change %
Skandinaviska Enskilda Banken (SEB)
26
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.8M 689,652 -154,648 -18%
Principal Financial Group
27
Principal Financial Group
Iowa
$11.8M 684,293 -16,051 -2%
First Trust Advisors
28
First Trust Advisors
Illinois
$10.8M 627,221 +28,524 +5%
FIM
29
Foresters Investment Management
New York
$10.3M 598,000 +27,800 +5%
HA
30
Heartland Advisors
Wisconsin
$9.91M 576,950 +1,400 +0.2%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$9.4M 547,330 +269,271 +97%
Man Group
32
Man Group
United Kingdom
$8.98M 522,960 +307,910 +143%
PPA
33
Parametric Portfolio Associates
Washington
$8.52M 496,156 +16,274 +3%
Victory Capital Management
34
Victory Capital Management
Texas
$8.05M 468,413 +405,029 +639%
Citadel Advisors
35
Citadel Advisors
Florida
$7.49M 435,729 -323,031 -43%
BCM
36
Bridgeway Capital Management
Texas
$7.47M 434,800
RFC
37
Regions Financial Corp
Alabama
$6.34M 368,937 -452 -0.1%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$6.2M 360,577 +183,688 +104%
AQR Capital Management
39
AQR Capital Management
Connecticut
$5.99M 348,737 -59,495 -15%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$5.14M 299,231 -5,064 -2%
Morgan Stanley
41
Morgan Stanley
New York
$4.9M 285,292 -67,600 -19%
SDIC
42
South Dakota Investment Council
South Dakota
$4.88M 283,934 +51,534 +22%
Bank of America
43
Bank of America
North Carolina
$4.87M 283,748 -62,928 -18%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.8M 279,378 +33,869 +14%
JIM
45
Jupiter Investment Management
United Kingdom
$4.52M 262,974 +179,814 +216%
Axa
46
Axa
France
$4.49M 261,200 -3,300 -1%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$4.26M 248,174 -5,357 -2%
CEP
48
Chicago Equity Partners
Illinois
$4.25M 247,375 +222,610 +899%
AllianceBernstein
49
AllianceBernstein
Tennessee
$4.14M 241,230 -14,500 -6%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$4.14M 240,784 +9,257 +4%