WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

235 hedge funds and large institutions have $1.87B invested in Waddell & Reed Financial, Inc. in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 21 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
5.34%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
88
Reduced
68
Closed
21
Calls
$7.13M
Puts
$1.75M
Net Calls
+$5.38M
Net Calls Change
+$3.49M
Name Market Value Shares Shares
Change
Shares
Change %
RCM
176
Riverhead Capital Management
Delaware
$210K 9,421 +1,600 +20%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$205K 9,177 +6,068 +195%
NA
178
Neuburgh Advisers
California
$184K 8,228 +1,364 +20%
First Manhattan
179
First Manhattan
New York
$182K 8,148 -1,897 -19%
CIM
180
Contravisory Investment Management
Massachusetts
$161K 7,197 +7,197 New
AIP
181
Ameritas Investment Partners
Nebraska
$153K 6,858
AG
182
Advisor Group
Arizona
$145K 6,484 -29,981 -82%
CPP
183
Crow Point Partners
Massachusetts
$141K 6,273 -9,200 -59%
MCIM
184
Meadow Creek Investment Management
Georgia
$134K 5,984 +992 +20%
SG Americas Securities
185
SG Americas Securities
New York
$133K 5,963 -64,063 -91%
US Bancorp
186
US Bancorp
Minnesota
$119K 5,330 +79 +2%
MRCM
187
M&R Capital Management
New Jersey
$104K 4,664 -764 -14%
AssetMark Inc
188
AssetMark Inc
California
$103K 4,629 +4,629 New
PAM
189
Panagora Asset Management
Massachusetts
$102K 4,563
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$87K 3,886 +1,089 +39%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$81K 3,626
VCM
192
Versant Capital Management
Arizona
$76K 3,405 +175 +5%
PCM
193
Poehling Capital Management
Wisconsin
$76K 3,410 +3,410 New
SEI Investments
194
SEI Investments
Pennsylvania
$75K 3,321 +37 +1%
OC
195
Oakworth Capital
Alabama
$74K 3,636
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$66K 2,972 -59 -2%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$65K 2,932 -1,282,342 -100%
Parallax Volatility Advisers
198
Parallax Volatility Advisers
California
$64K 2,856 -5,608 -66%
IA
199
IFP Advisors
Florida
$64K 2,875 -479 -14%
AAM
200
Advisors Asset Management
Colorado
$59K 2,644 -106 -4%