WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

218 hedge funds and large institutions have $1.15B invested in Waddell & Reed Financial, Inc. in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 25 closing their positions.

Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
56
Reduced
97
Closed
25
Calls
$1.39M
Puts
$840K
Net Calls
+$547K
Net Calls Change
+$913K
Name Market Value Shares Shares
Change
Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$10M 646,648 +29,411 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.97M 578,000 +431,200 +294%
Ameriprise
28
Ameriprise
Minnesota
$8.77M 565,619 -125,234 -18%
HA
29
Heartland Advisors
Wisconsin
$7.94M 512,050 -2,200 -0.4%
Citadel Advisors
30
Citadel Advisors
Florida
$7.84M 505,677 +340,209 +206%
Goldman Sachs
31
Goldman Sachs
New York
$7.43M 479,240 +5,848 +1%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$7.39M 476,649 -103,669 -18%
Skandinaviska Enskilda Banken (SEB)
33
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.22M 465,652 -284,800 -38%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$7.18M 463,107 +35,901 +8%
YAM
35
Yacktman Asset Management
Texas
$6.9M 445,000 -5,000 -1%
First Trust Advisors
36
First Trust Advisors
Illinois
$6.43M 414,800 -215,288 -34%
RFC
37
Regions Financial Corp
Alabama
$6M 386,539 -2,202 -0.6%
BCM
38
Bridgeway Capital Management
Texas
$5.62M 362,200 +2,400 +0.7%
PPA
39
Parametric Portfolio Associates
Washington
$5.61M 361,605 +81,036 +29%
AL
40
AJO LP
Pennsylvania
$5.49M 353,764 -98,329 -22%
Victory Capital Management
41
Victory Capital Management
Texas
$5.48M 353,111 -559,669 -61%
APG Asset Management
42
APG Asset Management
Netherlands
$5.33M 385,714 -535,828 -58%
MCM
43
Matarin Capital Management
New York
$5.18M 333,970 -168,088 -33%
Man Group
44
Man Group
United Kingdom
$4.6M 296,565 -39,331 -12%
Marshall Wace
45
Marshall Wace
United Kingdom
$4.38M 282,487 +282,487 New
Legal & General Group
46
Legal & General Group
United Kingdom
$4.31M 278,066 +4,623 +2%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$3.85M 247,951 +92,617 +60%
Wells Fargo
48
Wells Fargo
California
$3.71M 239,270 +87,101 +57%
WG
49
Winton Group
United Kingdom
$3.69M 237,853 -128,858 -35%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$3.69M 237,725 -23,479 -9%