WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

49% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $2.46M

50% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 62

Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.25M
Puts
$2.46M
Net Calls
Net Calls Change

Top Sellers

1 -$72.9M
2 -$67.8M
3 -$28.2M
4
RA
Royce & Associates
New York
-$19.4M
5
Morgan Stanley
Morgan Stanley
New York
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$2.34M
77
$2.09M
78
$2.08M
79
$1.99M
80
$1.83M
81
$1.77M
82
$1.72M
83
$1.63M
84
$1.57M
85
$1.57M
86
$1.54M
87
$1.54M
88
$1.52M
89
$1.5M
90
$1.5M
91
$1.48M
92
$1.44M
93
$1.4M
94
$1.4M
95
$1.38M
96
$1.38M
97
$1.33M
98
$1.32M
99
$1.27M
100
$1.24M