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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

297 hedge funds and large institutions have $3.62B invested in Waddell & Reed Financial, Inc. in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.49M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

17% more capital invested

Capital invested by funds: $3.09B → $3.62B (+$534M)

11% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 101

3% more funds holding

Funds holding: 287297 (+10)

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
9.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
112
Reduced
101
Closed
28
Calls
$4.89M
Puts
$2.49M
Net Calls
+$2.4M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Wasatch Advisors
Utah
$9.11M +$32.8K +660 +0.4%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$8.75M +$8.46M +170,000 New
ARC
78
Absolute Return Capital
Massachusetts
$8.62M -$39.2K -787 -0.5%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$8.04M +$163K +3,272 +2%
CS
80
Credit Suisse
Switzerland
$8.03M -$700K -14,073 -8%
Morgan Stanley
81
Morgan Stanley
New York
$8.01M +$145K +2,910 +2%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$7.96M -$157K -3,160 -2%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$7.95M +$236K +4,749 +3%
GC
84
Guggenheim Capital
Illinois
$7.63M -$160K -3,216 -2%
Dimensional Fund Advisors
85
Dimensional Fund Advisors
Texas
$7.61M +$258K +5,188 +4%
AQR Capital Management
86
AQR Capital Management
Connecticut
$7.38M +$751K +15,100 +12%
SB
87
Suntrust Banks
Georgia
$7.2M +$5.97K +120 +0.1%
DVM
88
Dreman Value Management
Florida
$6.9M +$6.67M +134,072 New
RFC
89
Russell Frank Company
Washington
$6.67M -$613K -12,321 -9%
PI
90
Putnam Investments
Massachusetts
$6.4M
MWNA
91
Marshall Wace North America
New York
$6.25M +$6.05M +121,498 New
USAA
92
United Services Automobile Association
Texas
$6.2M -$841K -16,900 -12%
Jacobs Levy Equity Management
93
Jacobs Levy Equity Management
New Jersey
$5.95M +$4.48M +90,100 +355%
SI
94
Scout Investments
Missouri
$5.87M -$941K -18,900 -14%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$5.41M +$36.4K +731 +0.7%
CEP
96
Chicago Equity Partners
Illinois
$5.4M -$510K -10,250 -9%
AllianceBernstein
97
AllianceBernstein
Tennessee
$5.36M +$92.8K +1,865 +2%
AIMCA
98
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.84M +$4.68M +94,075 New
Capital Fund Management (CFM)
99
Capital Fund Management (CFM)
France
$4.83M +$3.9M +78,380 +510%
PI
100
PineBridge Investments
New York
$4.81M -$114K -2,294 -2%