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.

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M
Name Market Value Shares Shares
Change
Shares
Change %
CB
151
Commerce Bank
Missouri
$448K 19,064 -22,169 -54%
LPL Financial
152
LPL Financial
California
$441K 19,614 +19,614 New
Connor, Clark & Lunn Investment Management (CC&L)
153
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$440K 18,700 +9,000 +93%
RFC
154
Russell Frank Company
Washington
$434K 18,418 -41,522 -69%
AAM
155
Advisors Asset Management
Colorado
$434K 18,420 +2,198 +14%
ANI
156
American National Insurance
Texas
$424K 18,000
AT
157
Arden Trust
Delaware
$420K 17,820 -376 -2%
CIP
158
Convergence Investment Partners
Florida
$414K 17,587 -360 -2%
AA
159
ALPS Advisors
Colorado
$411K 17,440 +4,235 +32%
IC
160
IKOS CIF
Cyprus
$406K 17,392 +17,392 New
RJFSA
161
Raymond James Financial Services Advisors
Florida
$400K 16,996 +16,996 New
HCM
162
Heathbridge Capital Management
Ontario, Canada
$398K 16,900
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$396K 16,831 -3,410 -17%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$396K 16,840
JIM
165
Jensen Investment Management
Oregon
$395K 16,790 +5,770 +52%
EVM
166
Eaton Vance Management
Massachusetts
$386K 16,389
USAA
167
United Services Automobile Association
Texas
$372K 15,790
TI
168
Trexquant Investment
Connecticut
$366K 15,552 -76,907 -83%
Franklin Resources
169
Franklin Resources
California
$359K 15,255 +15,255 New
URS
170
Utah Retirement Systems
Utah
$354K 15,047
FRM
171
Fox Run Management
Connecticut
$346K 14,700 +14,700 New
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$344K 14,615 -9,447 -39%
NIT
173
NumerixS Investment Technologies
British Columbia, Canada
$337K 14,300 -5,700 -29%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$332K 14,106 +4,774 +51%
QT
175
Quantbot Technologies
New York
$319K 13,583 +13,583 New