WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

212 hedge funds and large institutions have $840M invested in Waddell & Reed Financial, Inc. in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 88 reducing their positions, and 34 closing their positions.

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
64
Reduced
88
Closed
34
Calls
$1.67M
Puts
$2.04M
Net Calls
-$366K
Net Calls Change
-$4.15M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$7.17M 630,088 -29,605 -4%
Principal Financial Group
27
Principal Financial Group
Iowa
$7.02M 617,237 -19,347 -3%
GC
28
GMT Capital
Georgia
$6.71M 589,296 +589,296 New
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$6.61M 580,318 -83,700 -13%
HA
30
Heartland Advisors
Wisconsin
$5.85M 514,250 +62,950 +14%
MCM
31
Matarin Capital Management
New York
$5.71M 502,058 -28,837 -5%
Goldman Sachs
32
Goldman Sachs
New York
$5.39M 473,392 +62,305 +15%
AL
33
AJO LP
Pennsylvania
$5.14M 452,093 +439,916 +3,613%
YAM
34
Yacktman Asset Management
Texas
$5.12M 450,000 +450,000 New
Russell Investments Group
35
Russell Investments Group
United Kingdom
$4.86M 427,206 +76,565 +22%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$4.74M 416,794 +241,948 +138%
RFC
37
Regions Financial Corp
Alabama
$4.42M 388,741 +19,920 +5%
WG
38
Winton Group
United Kingdom
$4.17M 366,711 -95,608 -21%
BCM
39
Bridgeway Capital Management
Texas
$4.1M 359,800 -50,000 -12%
Man Group
40
Man Group
United Kingdom
$3.82M 335,896 -24,596 -7%
Bank of America
41
Bank of America
North Carolina
$3.39M 298,085 +28,073 +10%
MCM
42
Maltese Capital Management
New York
$3.31M 291,000 +291,000 New
PPA
43
Parametric Portfolio Associates
Washington
$3.19M 280,569 -122,036 -30%
Legal & General Group
44
Legal & General Group
United Kingdom
$3.11M 273,443 -13,628 -5%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$2.97M 261,204 +12,149 +5%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$2.85M 250,166 -40,340 -14%
CA
47
Continental Advisors
Utah
$2.62M 230,410
Axa
48
Axa
France
$2.59M 227,600 -33,600 -13%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$2.5M 219,587 -15,806 -7%
Morgan Stanley
50
Morgan Stanley
New York
$2.38M 208,921 -158,197 -43%