WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

222 hedge funds and large institutions have $1.48B invested in Waddell & Reed Financial, Inc. in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 45 increasing their positions, 108 reducing their positions, and 40 closing their positions.

Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
45
Reduced
108
Closed
40
Calls
$3.89M
Puts
$1.28M
Net Calls
+$2.61M
Net Calls Change
+$1.51M
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$215K 8,442 -2,011 -19%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$205K 8,047 +1,441 +22%
OIA
178
OneDigital Investment Advisors
Kansas
$205K 8,063 +8,063 New
AAM
179
Auxier Asset Management
Oregon
$203K 7,958 +7,958 New
LPL Financial
180
LPL Financial
California
$201K 7,885 +7,885 New
LNC
181
Lincoln National Corp
Pennsylvania
$200K 7,851 +7,851 New
MOACM
182
Mutual of America Capital Management
New York
$199K 7,810 -58 -0.7%
Barrow, Hanley, Mewhinney & Strauss
183
Barrow, Hanley, Mewhinney & Strauss
Texas
$186K 7,302 -14,336 -66%
AAM
184
Advisors Asset Management
Colorado
$183K 7,204 -809 -10%
OC
185
Oakworth Capital
Alabama
$163K 6,403 +3,175 +98%
TRCT
186
Tower Research Capital (TRC)
New York
$162K 6,378 -56,170 -90%
PHK
187
Point72 Hong Kong
Hong Kong
$135K 5,302 -1,178 -18%
AIP
188
Ameritas Investment Partners
Nebraska
$131K 5,145 -493 -9%
Macquarie Group
189
Macquarie Group
Australia
$128K 5,026
PAM
190
Panagora Asset Management
Massachusetts
$94K 3,703 -6,797 -65%
Bessemer Group
191
Bessemer Group
New Jersey
$76K 3,000 +2,000 +200%
CG
192
Cutler Group
California
$58K 2,278 +592 +35%
VCG
193
Vantage Consulting Group
Virginia
$57K 2,243 +2,243 New
PAI
194
Pittenger & Anderson Inc
Nebraska
$35K 1,356
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$33K 1,308 -8,117 -86%
PWPS
196
Pinnacle Wealth Planning Services
Ohio
$31K 1,225 +1,225 New
PCG
197
Private Capital Group
Connecticut
$27K 1,053 -4 -0.4%
VCM
198
Versant Capital Management
Arizona
$26K 1,031 -19 -2%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$25K 987 -140 -12%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$21K 828