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
101
$1.23M
102
$1.22M
103
$1.22M
104
$1.16M
105
$1.14M
106
$1.14M
107
$1.12M
108
$1.08M
109
$1.06M
110
$1.05M
111
$1.04M
112
$980K
113
$971K
114
$906K
115
$891K
116
$866K
117
$858K
118
$846K
119
$838K
120
$824K
121
$821K
122
$817K
123
$791K
124
$775K
125
$767K