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 %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$20K 828
PCG
177
Private Capital Group
Connecticut
$17K 667 -386 -37%
TWA
178
TCI Wealth Advisors
Arizona
$16K 626 +143 +30%
Fuller & Thaler Asset Management
179
Fuller & Thaler Asset Management
California
$15K 612 -163 -21%
QCG
180
Quadrant Capital Group
Ohio
$14K 561 +127 +29%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$9K 379
HIA
182
Harbor Investment Advisory
Maryland
$9K 372 +372 New
LC
183
Lindbrook Capital
California
$8K 305 +144 +89%
PA
184
Parallel Advisors
California
$7K 276 -56 -17%
SBL
185
Sargent Bickham Lagudis
Colorado
$7K 270
PFBT
186
Parkside Financial Bank & Trust
Missouri
$6K 245
IAIM
187
International Assets Investment Management
Florida
$6K 272 +136 +100%
BCA
188
Berman Capital Advisors
Georgia
$5K 229 -1 -0.4%
GAM
189
Gemmer Asset Management
California
$5K 196
SIC
190
Salem Investment Counselors
North Carolina
$4K 174
ADIM
191
Alpha DNA Investment Management
Maryland
$4K 193 +193 New
Federated Hermes
192
Federated Hermes
Pennsylvania
$3K 106 -17,075 -99%
MAM
193
Meeder Asset Management
Ohio
$2K 72 -26 -27%
S
194
SignatureFD
Georgia
$2K 82 +26 +46%
MWP
195
Meridian Wealth Partners
Pennsylvania
$2K 77 +77 New
AIG
196
American International Group
New York
$1.03K 40,962 -501 -1%
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$1.01K 40,300 +4,300 +12%
AssetMark Inc
198
AssetMark Inc
California
$1K 26 +26 New
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
-446,852 Closed
YAM
200
Yacktman Asset Management
Texas
-362,000 Closed