WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

334 hedge funds and large institutions have $4.59B invested in Waddell & Reed Financial, Inc. in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+7
Holders Change %
+2.14%
% of All Funds
9.61%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
47
Increased
122
Reduced
118
Closed
38
Calls
$2.99M
Puts
$5.03M
Net Calls
-$2.03M
Net Calls Change
+$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
201
Peloton Wealth Strategists
Indiana
$1.11M +$1.11M +64,400 New
BF
202
BOK Financial
Oklahoma
$1.09M +$285K +4,558 +35%
PSUF
203
People's United Financial
Connecticut
$1.09M +$41.4K +661 +4%
EVM
204
Eaton Vance Management
Massachusetts
$1.05M -$188 -3 -0%
LTFS
205
Ladenburg Thalmann Financial Services
Florida
$980K +$129K +2,062 +15%
MC
206
Menta Capital
California
$951K -$369K -5,900 -28%
HighTower Advisors
207
HighTower Advisors
Illinois
$939K -$412K -6,584 -31%
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$933K
URS
209
Utah Retirement Systems
Utah
$923K -$43.8K -700 -5%
CC
210
Cipher Capital
New York
$920K +$920K +14,704 New
Legal & General Group
211
Legal & General Group
United Kingdom
$841K
UR
212
USCA RIA
Texas
$828K +$828K +13,225 New
Citigroup
213
Citigroup
New York
$824K +$584K +9,327 +243%
BA
214
BlackRock Advisors
Delaware
$799K
TCM
215
Twin Capital Management
Pennsylvania
$796K -$95.1K -1,520 -11%
HIM
216
Hillsdale Investment Management
Ontario, Canada
$772K -$12.5K -200 -2%
PA
217
Profund Advisors
Maryland
$769K -$222K -3,545 -22%
QT
218
Quantbot Technologies
New York
$756K +$596K +9,533 +373%
SAM
219
Securian Asset Management
Minnesota
$747K -$18.9K -302 -2%
CSS
220
Cubist Systematic Strategies
Connecticut
$747K +$747K +11,935 New
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$742K +$125 +2 +0%
JG
222
Jefferies Group
New York
$717K +$305K +4,886 +74%
FLPIM
223
F.L. Putnam Investment Management
Massachusetts
$695K +$695K +11,110 New
VFA
224
Virtus Fund Advisers
Connecticut
$668K +$668K +10,670 New
HCM
225
Heathbridge Capital Management
Ontario, Canada
$664K