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
126
$717K
127
$696K
128
$667K
129
$655K
130
$643K
131
$641K
132
$626K
133
$626K
134
$621K
135
$590K
136
$566K
137
$565K
138
$558K
139
$557K
140
$534K
141
$528K
142
$528K
143
$516K
144
$495K
145
$480K
146
$471K
147
$461K
148
$457K
149
$452K
150
$451K