We are live on ! Find out more
WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

239 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $3.32M | Put options by funds: $2.29M

5% less funds holding

Funds holding: 252239 (-13)

14% less capital invested

Capital invested by funds: $1.66B → $1.43B (-$229M)

26% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 96

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
71
Reduced
96
Closed
32
Calls
$3.32M
Puts
$2.29M
Net Calls
+$1.03M
Net Calls Change
+$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
51
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.83M +$13.1K +673 +0.3%
Federated Hermes
52
Federated Hermes
Pennsylvania
$4.78M -$265K -13,605 -5%
HA
53
Heartland Advisors
Wisconsin
$4.71M +$2.6M +133,750 +104%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$4.42M -$390K -20,072 -8%
Renaissance Technologies
55
Renaissance Technologies
New York
$4.38M -$6.1M -313,661 -56%
Legal & General Group
56
Legal & General Group
United Kingdom
$4.09M -$51.6K -2,653 -1%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.8M -$96.1K -4,940 -2%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$3.7M +$2.86M +147,120 +250%
Morgan Stanley
59
Morgan Stanley
New York
$3.63M -$124K -6,355 -3%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$3.61M -$14.5K -745 -0.4%
RJA
61
Raymond James & Associates
Florida
$3.61M +$39.3K +2,022 +1%
VIA
62
Vident Investment Advisory
Georgia
$3.42M +$573K +29,469 +18%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$3.37M
Hotchkis & Wiley Capital Management
64
Hotchkis & Wiley Capital Management
California
$3.26M +$2.74M +140,688 +345%
TA
65
Teachers Advisors
New York
$2.79M +$86.7K +4,457 +3%
VIG
66
Vienna Insurance Group
Poland
$2.7M
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$2.62M -$5.99K -308 -0.2%
Swiss National Bank
68
Swiss National Bank
Switzerland
$2.62M
GT
69
Glenmede Trust
Pennsylvania
$2.61M +$2.81M +144,691 +34,781%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$2.51M -$16M -823,944 -85%
BCM
71
Bridgeway Capital Management
Texas
$2.39M
GIA
72
Gateway Investment Advisers
Ohio
$2.37M +$23.3K +1,197 +0.9%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$2.32M +$1.63K +84 +0.1%
GC
74
Guggenheim Capital
Illinois
$2.22M -$395K -20,304 -14%
PI
75
PineBridge Investments
New York
$2.19M -$344K -17,698 -13%