WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

217 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
78
Reduced
73
Closed
22
Calls
$4.88M
Puts
$2.99M
Net Calls
+$1.89M
Net Calls Change
-$6.94M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$620K +$31.5K +1,570 +5%
JIM
127
Jensen Investment Management
Oregon
$613K
Asset Management One
128
Asset Management One
Japan
$594K +$76.5K +3,846 +15%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$593K +$52.2K +2,600 +10%
William Blair & Company
130
William Blair & Company
Illinois
$587K +$587K +29,225 New
HighTower Advisors
131
HighTower Advisors
Illinois
$568K -$72.4K -3,614 -11%
KA
132
Kovack Advisors
Florida
$554K +$17.2K +855 +3%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$520K +$183K +9,124 +54%
AW
134
Alpha Windward
Massachusetts
$517K -$10.8K -540 -2%
AA
135
Ancora Advisors
Ohio
$502K -$48.8K -2,429 -9%
LIM
136
Leavell Investment Management
Alabama
$499K
VNA
137
Valley National Advisers
Pennsylvania
$496K -$31.8K -1,582 -6%
SOADOR
138
State of Alaska Department of Revenue
Alaska
$474K +$601 +30 +0.1%
OAM
139
Occidental Asset Management
California
$445K +$25.7K +1,279 +6%
MSA
140
Mason Street Advisors
Wisconsin
$425K +$11.1K +551 +3%
FCI
141
Financial Counselors Inc
Kansas
$420K -$14.5K -725 -3%
CC
142
Cipher Capital
New York
$416K -$286K -14,285 -41%
ProShare Advisors
143
ProShare Advisors
Maryland
$379K -$33.8K -1,683 -8%
Barclays
144
Barclays
United Kingdom
$369K -$241K -11,966 -39%
PIA
145
Piedmont Investment Advisors
North Carolina
$365K +$2.57K +128 +0.7%
CGH
146
Crossmark Global Holdings
Texas
$364K +$364K +18,158 New
WI
147
WrapManager Inc
California
$354K -$11.9K -594 -3%
EVM
148
Eaton Vance Management
Massachusetts
$332K
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$329K
DVM
150
Dreman Value Management
Florida
$325K