WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

315 hedge funds and large institutions have $3.49B invested in Waddell & Reed Financial, Inc. in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
8.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
53
Increased
103
Reduced
118
Closed
40
Calls
$2.25M
Puts
$1.06M
Net Calls
+$1.19M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$2.48M +$1.58M +31,734 +177%
CCM
127
Channing Capital Management
Illinois
$2.39M +$464K +9,307 +24%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$2.37M -$463K -9,300 -16%
SFP
129
Santa Fe Partners
New Mexico
$2.34M +$55.2K +1,108 +2%
DCM
130
Dupont Capital Management
Delaware
$2.27M -$1.62M -32,509 -42%
AC
131
Addenda Capital
Quebec, Canada
$2.27M +$204K +4,090 +10%
MSA
132
Mason Street Advisors
Wisconsin
$2.09M -$44.7K -898 -2%
GI
133
Gradient Investments
Minnesota
$2.05M +$2.05M +41,049 New
Credit Agricole
134
Credit Agricole
France
$2.04M
SOMRS
135
State of Michigan Retirement System
Michigan
$1.98M -$14.9K -300 -0.7%
Lazard Asset Management
136
Lazard Asset Management
New York
$1.78M -$780K -15,653 -30%
AAM
137
Auxier Asset Management
Oregon
$1.74M
GC
138
Globeflex Capital
California
$1.71M -$2.8M -56,287 -62%
MM
139
Midas Management
New York
$1.64M +$1.64M +33,000 New
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$1.62M -$2.23M -44,764 -58%
PAM
141
Panagora Asset Management
Massachusetts
$1.62M
ZCM
142
Zebra Capital Management
Connecticut
$1.61M +$1.61M +32,229 New
MC
143
Menta Capital
California
$1.54M +$1.26M +25,295 +444%
WBC
144
Westpac Banking Corp
Australia
$1.52M
PP
145
Paloma Partners
Connecticut
$1.51M +$1.51M +30,274 New
HighTower Advisors
146
HighTower Advisors
Illinois
$1.5M +$316K +6,340 +27%
CB
147
Commerce Bank
Missouri
$1.5M +$1.5M +30,061 New
1SB
148
1ST Source Bank
Indiana
$1.48M -$48.5K -974 -3%
AG
149
Aperio Group
California
$1.47M +$267K +5,364 +22%
QSS
150
Quantitative Systematic Strategies
Florida
$1.47M +$1.47M +29,662 New