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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

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

11% less funds holding

Funds holding: 285254 (-31)

18% less capital invested

Capital invested by funds: $2.04B → $1.67B (-$368M)

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
-31
Holders Change %
-10.88%
% of All Funds
6.77%
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 Holding Trade Value Shares
Change
Change in
Stake
CB
151
Commerce Bank
Missouri
$448K -$538K -22,169 -54%
LPL Financial
152
LPL Financial
California
$441K +$476K +19,614 New
Connor, Clark & Lunn Investment Management (CC&L)
153
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$440K +$219K +9,000 +93%
RFC
154
Russell Frank Company
Washington
$434K -$1.01M -41,522 -69%
AAM
155
Advisors Asset Management
Colorado
$434K +$53.4K +2,198 +14%
ANI
156
American National Insurance
Texas
$424K
AT
157
Arden Trust
Delaware
$420K -$9.13K -376 -2%
CIP
158
Convergence Investment Partners
Florida
$414K -$8.74K -360 -2%
AA
159
ALPS Advisors
Colorado
$411K +$103K +4,235 +32%
IC
160
IKOS CIF
Cyprus
$406K +$422K +17,392 New
RJFSA
161
Raymond James Financial Services Advisors
Florida
$400K +$413K +16,996 New
HCM
162
Heathbridge Capital Management
Ontario, Canada
$398K
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$396K -$82.8K -3,410 -17%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$396K
JIM
165
Jensen Investment Management
Oregon
$395K +$140K +5,770 +52%
EVM
166
Eaton Vance Management
Massachusetts
$386K
USAA
167
United Services Automobile Association
Texas
$372K
TI
168
Trexquant Investment
Connecticut
$366K -$1.87M -76,907 -83%
Franklin Resources
169
Franklin Resources
California
$359K +$371K +15,255 New
URS
170
Utah Retirement Systems
Utah
$354K
FRM
171
Fox Run Management
Connecticut
$346K +$357K +14,700 New
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$344K -$229K -9,447 -39%
NIT
173
NumerixS Investment Technologies
British Columbia, Canada
$337K -$138K -5,700 -29%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$332K +$116K +4,774 +51%
QT
175
Quantbot Technologies
New York
$319K +$330K +13,583 New