WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

214 hedge funds and large institutions have $1.06B invested in Waddell & Reed Financial, Inc. in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 31 closing their positions.

Holders
214
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
69
Reduced
79
Closed
31
Calls
$2.42M
Puts
$1.32M
Net Calls
+$1.1M
Net Calls Change
+$556K
Name Market Value Shares Shares
Change
Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.4M 702,000 +124,000 +21%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$9.14M 615,482 -309,871 -33%
PPA
28
Parametric Portfolio Associates
Washington
$7.99M 538,188 +176,583 +49%
HA
29
Heartland Advisors
Wisconsin
$7.69M 518,100 +6,050 +1%
Ameriprise
30
Ameriprise
Minnesota
$7.57M 509,898 -55,721 -10%
Skandinaviska Enskilda Banken (SEB)
31
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.64M 446,852 -18,800 -4%
YAM
32
Yacktman Asset Management
Texas
$6.61M 445,000
Russell Investments Group
33
Russell Investments Group
United Kingdom
$6.53M 439,919 -23,188 -5%
BCM
34
Bridgeway Capital Management
Texas
$5.77M 388,200 +26,000 +7%
RFC
35
Regions Financial Corp
Alabama
$5.68M 382,246 -4,293 -1%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$5.45M 371,324 -298,711 -45%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$5.43M 365,858 +365,858 New
First Trust Advisors
38
First Trust Advisors
Illinois
$5.36M 361,145 -53,655 -13%
Wells Fargo
39
Wells Fargo
California
$5.1M 343,557 +104,287 +44%
Citadel Advisors
40
Citadel Advisors
Florida
$4.86M 327,390 -178,287 -35%
MCM
41
Matarin Capital Management
New York
$4.38M 294,613 -39,357 -12%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$4.1M 276,176 +38,844 +16%
Legal & General Group
43
Legal & General Group
United Kingdom
$4.08M 274,692 -3,374 -1%
Bank of America
44
Bank of America
North Carolina
$3.66M 246,534 +48,614 +25%
Goldman Sachs
45
Goldman Sachs
New York
$3.52M 237,150 -242,090 -51%
CA
46
Continental Advisors
Utah
$3.3M 222,410 -8,000 -3%
Axa
47
Axa
France
$3.17M 213,400
Two Sigma Investments
48
Two Sigma Investments
New York
$3.12M 210,358 +95,045 +82%
CSS
49
Cubist Systematic Strategies
Connecticut
$3.11M 209,124 +145,802 +230%
WG
50
Winton Group
United Kingdom
$3.09M 208,076 -29,777 -13%