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
176
$311K
177
$306K
178
$298K
179
$296K
180
$296K
181
$283K
182
$266K
183
$265K
184
$262K
185
$262K
186
$259K
187
$254K
188
$253K
189
$245K
190
$243K
191
$240K
192
$238K
193
$237K
194
$236K
195
$230K
196
$225K
197
$217K
198
$206K
199
$185K
200
$179K