WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

227 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 111 increasing their positions, 55 reducing their positions, and 36 closing their positions.

Holders
227
Holders Change
-21
Holders Change %
-8.47%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
111
Reduced
55
Closed
36
Calls
$11.1M
Puts
$4.46M
Net Calls
+$6.63M
Net Calls Change
+$3.2M
Name Market Value Shares Shares
Change
Shares
Change %
DIA
176
Davidson Investment Advisors
Montana
$96K 5,664
LIA
177
LS Investment Advisors
Michigan
$94K 5,540
MRCM
178
M&R Capital Management
New Jersey
$92K 5,428
FCM
179
Flinton Capital Management
Pennsylvania
$85K 4,998 +340 +7%
PAM
180
Panagora Asset Management
Massachusetts
$78K 4,563
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$76K 4,446 -1,130 -20%
US Bancorp
182
US Bancorp
Minnesota
$75K 4,416 -2,600 -37%
TAM
183
Tyers Asset Management
Texas
$70K 4,116 +280 +7%
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$69K 4,024 +413 +11%
IA
185
IFP Advisors
Florida
$69K 4,071 +1,116 +38%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$65K 3,798
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$63K 3,679 -401 -10%
RCM
188
Riverhead Capital Management
Delaware
$63K 3,700 +300 +9%
SF
189
Synovus Financial
Georgia
$62K 3,622
OC
190
Oakworth Capital
Alabama
$62K 3,636
NA
191
Neuburgh Advisers
California
$55K 3,234 +220 +7%
DSC
192
Duncker Streett & Co
Missouri
$43K 2,500 -500 -17%
MCIM
193
Meadow Creek Investment Management
Georgia
$40K 2,352 +160 +7%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$38K 2,235
RA
195
Rational Advisors
New York
$36K 2,100 -2,100 -50%
SBL
196
Sargent Bickham Lagudis
Colorado
$34K 2,000
AIM
197
Advantage Investment Management
Iowa
$33K 1,914 +1,914 New
Parallax Volatility Advisers
198
Parallax Volatility Advisers
California
$28K 1,667 +1,667 New
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$26K 1,466 -1,305 -47%
SA
200
SpiderRock Advisors
Delaware