WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M
Name Market Value Shares Shares
Change
Shares
Change %
First Manhattan
201
First Manhattan
New York
$164K 8,148
CIM
202
Contravisory Investment Management
Massachusetts
$145K 7,197
AIP
203
Ameritas Investment Partners
Nebraska
$139K 6,858
MCIM
204
Meadow Creek Investment Management
Georgia
$121K 5,984
AG
205
Advisor Group
Arizona
$117K 5,791 -693 -11%
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$116K 5,732 +1,846 +48%
US Bancorp
207
US Bancorp
Minnesota
$108K 5,330
MRCM
208
M&R Capital Management
New Jersey
$94K 4,664
AssetMark Inc
209
AssetMark Inc
California
$94K 4,650 +21 +0.5%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$82K 4,065 +439 +12%
CG
211
Cutler Group
California
$74K 3,700 +2,200 +147%
SF
212
Synovus Financial
Georgia
$73K 3,622 +3,622 New
OC
213
Oakworth Capital
Alabama
$67K 3,336 -300 -8%
VCM
214
Versant Capital Management
Arizona
$67K 3,336 -69 -2%
SEI Investments
215
SEI Investments
Pennsylvania
$66K 3,280 -41 -1%
IA
216
IFP Advisors
Florida
$64K 2,875
Simplex Trading
217
Simplex Trading
Illinois
$55K 2,763 -28,897 -91%
EFSCE
218
Enterprise Financial Services Corp (EFSC)
Missouri
$55K 2,745 -227 -8%
AAM
219
Advisors Asset Management
Colorado
$53K 2,635 -9 -0.3%
LIA
220
LS Investment Advisors
Michigan
$49K 2,424
SBL
221
Sargent Bickham Lagudis
Colorado
$46K 2,270
Parallax Volatility Advisers
222
Parallax Volatility Advisers
California
$45K 2,206 -650 -23%
Group One Trading
223
Group One Trading
Illinois
$45K 2,212 +1,758 +387%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$42K 2,078 -854 -29%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$40K 1,978 -7,494 -79%