WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

286 hedge funds and large institutions have $2.51B invested in Waddell & Reed Financial, Inc. in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 42 closing their positions.

Holders
286
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
7.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
114
Reduced
85
Closed
42
Calls
$4.71M
Puts
$2.7M
Net Calls
+$2.01M
Net Calls Change
+$247K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
126
Wells Fargo
California
$1.32M 38,020 -574,952 -94%
ZIG
127
Zurich Insurance Group
Switzerland
$1.3M 37,500 +37,500 New
CB
128
Commerce Bank
Missouri
$1.26M 36,088 +6,870 +24%
LMGAM
129
Liberty Mutual Group Asset Management
Massachusetts
$1.24M 35,680 +336 +1%
AAM
130
Auxier Asset Management
Oregon
$1.22M 35,008
MSA
131
Mason Street Advisors
Wisconsin
$1.2M 34,435 +276 +0.8%
ACI
132
AMP Capital Investors
Australia
$1.19M 34,500 +500 +1%
FHC
133
First Houston Capital
Texas
$1.17M 33,700 +9,100 +37%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$1.16M 33,419 +10,150 +44%
BlackRock
135
BlackRock
New York
$1.16M 33,311 +548 +2%
MM
136
Midas Management
New York
$1.15M 33,000
Arrowstreet Capital
137
Arrowstreet Capital
Massachusetts
$1.12M 32,100 +23,700 +282%
RJA
138
Raymond James & Associates
Florida
$1.1M 31,562 +1,965 +7%
PP
139
Paloma Partners
Connecticut
$1.04M 29,840 +5,776 +24%
AG
140
Aperio Group
California
$1.03M 29,599 -7,190 -20%
OC
141
Oppenheimer & Co
New York
$1M 28,850 +8,000 +38%
KFC
142
Klingenstein Fields & Co
New York
$986K 28,349
MERSOM
143
Municipal Employees' Retirement System of Michigan
Michigan
$947K 27,240 +940 +4%
ZCM
144
Zebra Capital Management
Connecticut
$935K 26,878 +899 +3%
RQS
145
Ramsey Quantitative Systems
Kentucky
$926K 26,621 +26,621 New
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$912K 26,235 +200 +0.8%
AL
147
Airain Ltd
Guernsey
$906K 26,045 +11,203 +75%
DCM
148
Dynamic Capital Management
Jersey
$894K 25,698 +25,698 New
DCM
149
Dean Capital Management
Kansas
$875K 25,165 +25,165 New
BF
150
BOK Financial
Oklahoma
$869K 24,983 +424 +2%