WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

237 hedge funds and large institutions have $1.25B invested in Waddell & Reed Financial, Inc. in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 69 reducing their positions, and 37 closing their positions.

Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
6.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
101
Reduced
69
Closed
37
Calls
$3.92M
Puts
$2.83M
Net Calls
+$1.1M
Net Calls Change
+$3.4M
Name Market Value Shares Shares
Change
Shares
Change %
DSC
201
Duncker Streett & Co
Missouri
$54K 3,000
WAM
202
Wealthspire Advisors (Maryland)
Maryland
$51K 2,798 -2,078 -43%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$41K 2,235 -14,605 -87%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$29K 1,601 +237 +17%
PAI
205
Pittenger & Anderson Inc
Nebraska
$25K 1,356
IA
206
IFP Advisors
Florida
$23K 1,271 +7 +0.6%
TRCT
207
Tower Research Capital (TRC)
New York
$22K 1,188 -11,367 -91%
PCM
208
Penserra Capital Management
California
$21K 1,172 +322 +38%
EFSCE
209
Enterprise Financial Services Corp (EFSC)
Missouri
$19K 1,061 +1,061 New
Robeco Institutional Asset Management
210
Robeco Institutional Asset Management
Netherlands
$18K 958 +958 New
QCG
211
Quadrant Capital Group
Ohio
$17K 1,008 +383 +61%
EWM
212
Edge Wealth Management
New York
$9K 500
TDC
213
Thompson Davis & Co
Virginia
$8K 426 -97 -19%
WCBA
214
Weaver C. Barksdale & Associates
Tennessee
$7K 359 +42 +13%
GAM
215
Gemmer Asset Management
California
$7K 370 +61 +20%
S
216
SignatureFD
Georgia
$6K 317 +317 New
JFA
217
JNBA Financial Advisors
Minnesota
$6K 317 +317 New
Loomis, Sayles & Company
218
Loomis, Sayles & Company
Massachusetts
$6K 337 +337 New
TCIM
219
TIAA CREF Investment Management
New York
$5.37K 295,560 +37,742 +15%
FNBT
220
FineMark National Bank & Trust
Florida
$5K 282
ASN
221
Advisory Services Network
Georgia
$5K 271
AF
222
Allworth Financial
California
$4K 200 +200 New
FHA
223
First Horizon Advisors
Tennessee
$4K 251 +251 New
WP
224
WealthPLAN Partners
Nebraska
$3.64K 200
Canada Pension Plan Investment Board
225
Canada Pension Plan Investment Board
Ontario, Canada
$2K 100 -9,400 -99%