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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

287 hedge funds and large institutions have $3.09B invested in Waddell & Reed Financial, Inc. in 2013 Q2 according to their latest regulatory filings, with 287 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $1.52M

Holders
287
Holders Change
+287
Holders Change %
% of All Funds
9.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
287
Increased
Reduced
Closed
Calls
$2.4M
Puts
$1.52M
Net Calls
+$876K
Net Calls Change
+$876K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Century Capital Management
Massachusetts
$14.1M +$14.3M +324,884 New
BA
52
Boston Advisors
Massachusetts
$14.1M +$14.3M +323,793 New
Lazard Asset Management
53
Lazard Asset Management
New York
$13.9M +$14.1M +319,468 New
ICOM
54
Investment Counselors of Maryland
Maryland
$13.3M +$13.5M +306,600 New
Goldman Sachs
55
Goldman Sachs
New York
$13.2M +$13.3M +302,531 New
ClearBridge Investments
56
ClearBridge Investments
New York
$13.1M +$13.3M +301,531 New
SFM
57
Systematic Financial Management
New Jersey
$12.7M +$12.9M +291,632 New
NTCOC
58
Northern Trust Company of Connecticut
Connecticut
$12.2M +$12.4M +281,394 New
SIA
59
Sit Investment Associates
Minnesota
$11.8M +$12M +272,400 New
N
60
Nuveen
North Carolina
$11.8M +$12M +272,245 New
KAM
61
Keeley Asset Management
Illinois
$11M +$11.2M +253,641 New
Canada Life
62
Canada Life
Manitoba, Canada
$10.2M +$10.3M +233,707 New
Macquarie Group
63
Macquarie Group
Australia
$10M +$10.1M +229,790 New
CCMH
64
Cornerstone Capital Management Holdings
New York
$9.99M +$10.1M +229,577 New
VNIM
65
Vaughan Nelson Investment Management
Texas
$9.54M +$9.66M +219,275 New
BIM
66
BlackRock Investment Management
Delaware
$9.53M +$9.66M +219,172 New
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$9.33M +$9.45M +214,505 New
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$8.87M +$8.98M +203,854 New
ACM
69
Argent Capital Management
Missouri
$8.57M +$8.68M +196,930 New
GT
70
Glenmede Trust
Pennsylvania
$8.39M +$8.5M +192,857 New
UBS AM
71
UBS AM
Illinois
$8.23M +$8.34M +189,200 New
Charles Schwab
72
Charles Schwab
California
$8.04M +$8.05M +182,616 New
AIG
73
American International Group
New York
$7.84M +$7.94M +180,267 New
NFA
74
Nationwide Fund Advisors
Ohio
$7.78M +$7.88M +178,749 New
WA
75
Wasatch Advisors
Utah
$7.67M +$7.77M +176,388 New