We are live on ! Find out more
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
DCM
101
Dupont Capital Management
Delaware
$4.79M -$3.58M -71,874 -44%
TPSF
102
Texas Permanent School Fund
Texas
$4.67M -$279K -5,609 -6%
First Trust Advisors
103
First Trust Advisors
Illinois
$4.63M -$2.03M -40,711 -31%
Federated Hermes
104
Federated Hermes
Pennsylvania
$4.53M -$627K -12,607 -13%
NC
105
Nicholas Company
Wisconsin
$4.5M -$1.85M -37,235 -30%
U
106
UBS
Switzerland
$4.49M +$21.4K +430 +0.5%
Comerica Bank
107
Comerica Bank
Texas
$4.19M +$4.05M +81,472 New
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$4.1M +$2.73M +54,849 +221%
IA
109
Icon Advisers
Colorado
$4.08M -$2.56M -51,400 -39%
PPA
110
Parametric Portfolio Associates
Washington
$3.86M +$133K +2,672 +4%
Swiss National Bank
111
Swiss National Bank
Switzerland
$3.86M -$169K -3,400 -4%
FQ
112
First Quadrant
California
$3.81M
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$3.78M +$29.9K +600 +0.8%
GIM
114
Goelzer Investment Management
Indiana
$3.55M -$3.37M -67,809 -50%
ASRS
115
Arizona State Retirement System
Arizona
$3.49M +$94.6K +1,900 +3%
1SB
116
1ST Source Bank
Indiana
$3.43M +$5.82K +117 +0.2%
Calamos Advisors
117
Calamos Advisors
Illinois
$3.3M -$946K -19,000 -23%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$3.25M -$244K -4,900 -7%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$3.22M -$4.88K -98 -0.2%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$3.19M -$114K -2,300 -4%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.13M +$384K +7,724 +15%
JIM
122
Jupiter Investment Management
United Kingdom
$3.12M +$82.6K +1,660 +3%
TA
123
Teachers Advisors
New York
$2.98M +$15.6K +313 +0.5%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$2.96M -$1.2M -24,206 -30%
GKIM
125
GW&K Investment Management
Massachusetts
$2.85M +$90K +1,808 +3%