WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

223 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 90 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
-11
Holders Change %
-4.7%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
71
Reduced
90
Closed
26
Calls
$5.02M
Puts
$1.24M
Net Calls
+$3.78M
Net Calls Change
+$20.5M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$11M 659,693 +32,472 +5%
Skandinaviska Enskilda Banken (SEB)
27
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.7M 640,952 -48,700 -7%
Principal Financial Group
28
Principal Financial Group
Iowa
$10.6M 636,584 -47,709 -7%
MCM
29
Matarin Capital Management
New York
$8.88M 530,895 -236,488 -31%
Victory Capital Management
30
Victory Capital Management
Texas
$8.06M 482,313 +13,900 +3%
WG
31
Winton Group
United Kingdom
$7.73M 462,319 +462,319 New
HA
32
Heartland Advisors
Wisconsin
$7.55M 451,300 -125,650 -22%
Goldman Sachs
33
Goldman Sachs
New York
$6.87M 411,087 +171,509 +72%
BCM
34
Bridgeway Capital Management
Texas
$6.85M 409,800 -25,000 -6%
PPA
35
Parametric Portfolio Associates
Washington
$6.73M 402,605 -93,551 -19%
FP
36
Foundry Partners
Minnesota
$6.2M 370,679 -328,567 -47%
RFC
37
Regions Financial Corp
Alabama
$6.17M 368,821 -116 -0%
Morgan Stanley
38
Morgan Stanley
New York
$6.14M 367,118 +81,826 +29%
Man Group
39
Man Group
United Kingdom
$6.03M 360,492 -162,468 -31%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$5.86M 350,641 -9,936 -3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$5.57M 333,287 +102,718 +45%
AQR Capital Management
42
AQR Capital Management
Connecticut
$5.15M 308,099 -40,638 -12%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$4.99M 298,260 +86,380 +41%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$4.86M 290,506 -8,725 -3%
Legal & General Group
45
Legal & General Group
United Kingdom
$4.8M 287,071 +7,693 +3%
UBS Group
46
UBS Group
Switzerland
$4.53M 270,855 +205,935 +317%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.52M 270,458 +84,898 +46%
Bank of America
48
Bank of America
North Carolina
$4.51M 270,012 -13,736 -5%
Axa
49
Axa
France
$4.37M 261,200
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$4.16M 249,055 +8,271 +3%