WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

315 hedge funds and large institutions have $3.49B invested in Waddell & Reed Financial, Inc. in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 40 closing their positions.

Holders
315
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
8.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
53
Increased
103
Reduced
118
Closed
40
Calls
$2.25M
Puts
$1.06M
Net Calls
+$1.19M
Net Calls Change
-$7.45M
Name Market Value Shares Shares
Change
Shares
Change %
MAA
51
Managed Account Advisors
New Jersey
$16M 321,172 -85,599 -21%
UBS AM
52
UBS AM
Illinois
$14.5M 290,988 -26,631 -8%
Charles Schwab
53
Charles Schwab
California
$13.7M 275,089 +26,239 +11%
TCIM
54
TIAA CREF Investment Management
New York
$13.5M 271,213 +4,285 +2%
HCM
55
Highbridge Capital Management
New York
$13.5M 271,039 +212,736 +365%
GAM
56
Gotham Asset Management
New York
$12.9M 258,144 +60,231 +30%
Macquarie Group
57
Macquarie Group
Australia
$12.8M 257,909
FIM
58
Foresters Investment Management
New York
$12.8M 256,050 +500 +0.2%
OAC
59
OMERS Administration Corp
Ontario, Canada
$12.5M 249,900 +63,800 +34%
PIM
60
Perkins Investment Management
Illinois
$12.2M 244,800 +244,800 New
IA
61
Icon Advisers
Colorado
$12.1M 243,772 -6,100 -2%
Two Sigma Investments
62
Two Sigma Investments
New York
$12.1M 243,747 -10,120 -4%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$11.7M 234,730 +8,109 +4%
BIM
64
BlackRock Investment Management
Delaware
$11.3M 226,662 -4,405 -2%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$11.1M 244,232 -137,694 -36%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$10.2M 205,177 +30,218 +17%
CS
67
Credit Suisse
Switzerland
$9.84M 197,601 -10,337 -5%
SFM
68
Systematic Financial Management
New Jersey
$9.64M 193,558 -32,874 -15%
IGIM
69
I.G. Investment Management
Manitoba, Canada
$9.56M 191,800 +191,800 New
GIA
70
Gateway Investment Advisers
Ohio
$9.36M 187,860 -155,888 -45%
NFA
71
Nationwide Fund Advisors
Ohio
$8.89M 178,354 +3,348 +2%
CCMH
72
Cornerstone Capital Management Holdings
New York
$8.87M 177,982 +177,982 New
Capital Fund Management (CFM)
73
Capital Fund Management (CFM)
France
$8.57M 172,069 -68,163 -28%
BG
74
BlackRock Group
United Kingdom
$8.53M 171,266 +11,090 +7%
ACA
75
Anchor Capital Advisors
Massachusetts
$8.22M 164,898 -18,576 -10%