WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

199 hedge funds and large institutions have $1.35B invested in Waddell & Reed Financial, Inc. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 42 closing their positions.

Holders
199
Holders Change
-23
Holders Change %
-10.36%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
59
Reduced
94
Closed
42
Calls
$180K
Puts
$60K
Net Calls
+$120K
Net Calls Change
-$2.49M
Name Market Value Shares Shares
Change
Shares
Change %
CIBC World Market
151
CIBC World Market
Ontario, Canada
$233K 9,310
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$233K 9,296 +854 +10%
US Bancorp
153
US Bancorp
Minnesota
$231K 9,257 +30 +0.3%
LIM
154
Leavell Investment Management
Alabama
$216K 8,639 -26,249 -75%
MOACM
155
Mutual of America Capital Management
New York
$208K 8,304 +494 +6%
OIA
156
OneDigital Investment Advisors
Kansas
$204K 8,144 +81 +1%
PA
157
Profund Advisors
Maryland
$200K 7,993 +7,993 New
EVM
158
Eaton Vance Management
Massachusetts
$175K 7,004 -8,816 -56%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$169K 6,761 -1,286 -16%
OC
160
Oakworth Capital
Alabama
$164K 6,537 +134 +2%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$151K 6,014 +5,439 +946%
AIP
162
Ameritas Investment Partners
Nebraska
$129K 5,145
Macquarie Group
163
Macquarie Group
Australia
$126K 5,026
AAM
164
Advisors Asset Management
Colorado
$116K 4,614 -2,590 -36%
PHK
165
Point72 Hong Kong
Hong Kong
$110K 4,379 -923 -17%
PAM
166
Panagora Asset Management
Massachusetts
$93K 3,703
FPS
167
Fieldpoint Private Securities
Connecticut
$85K 3,378 +2,763 +449%
MC
168
Maverick Capital
Texas
$81K 3,217 -35,451 -92%
Group One Trading
169
Group One Trading
Illinois
$44K 1,739 +1,739 New
PAI
170
Pittenger & Anderson Inc
Nebraska
$34K 1,356
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$33K 1,308
VCM
172
Versant Capital Management
Arizona
$25K 1,007 -24 -2%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$25K 987
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$21K 840 +325 +63%
FC
175
FORA Capital
Florida
$20K 795 -27,545 -97%