WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
79
Reduced
91
Closed
24
Calls
$3.44M
Puts
$1.19M
Net Calls
+$2.25M
Net Calls Change
+$1.22M
Name Market Value Shares Shares
Change
Shares
Change %
MRCM
201
M&R Capital Management
New Jersey
$98K 4,664
NIT
202
NumerixS Investment Technologies
British Columbia, Canada
$92K 4,315 +115 +3%
SF
203
Synovus Financial
Georgia
$77K 3,622
SWP
204
Stratos Wealth Partners
Ohio
$76K 3,605 +3,605 New
Simplex Trading
205
Simplex Trading
Illinois
$71K 3,399 -6,693 -66%
OC
206
Oakworth Capital
Alabama
$71K 3,336
VCM
207
Versant Capital Management
Arizona
$66K 3,119 -74 -2%
Parallax Volatility Advisers
208
Parallax Volatility Advisers
California
$60K 2,824 -180 -6%
LIA
209
LS Investment Advisors
Michigan
$51K 2,424
SBL
210
Sargent Bickham Lagudis
Colorado
$48K 2,270
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Missouri
$43K 2,032 -34 -2%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$32K 1,529 -515 -25%
MOACM
213
Mutual of America Capital Management
New York
$32K 1,521 +1,220 +405%
JA
214
JOYN Advisors
Georgia
$30K 1,424 -480 -25%
BFC
215
Bedel Financial Consulting
Indiana
$30K 1,500
TRCT
216
Tower Research Capital (TRC)
New York
$30K 1,405 +1,389 +8,681%
PAI
217
Pittenger & Anderson Inc
Nebraska
$29K 1,356
VIA
218
Vantage Investment Advisors
Pennsylvania
$21K 1,000
DSC
219
Duncker Streett & Co
Missouri
$21K 1,000
Loomis, Sayles & Company
220
Loomis, Sayles & Company
Massachusetts
$18K 859 +859 New
GP
221
Girard Partners
Pennsylvania
$17K 846 +846 New
Macquarie Group
222
Macquarie Group
Australia
$15K 700 +700 New
QCG
223
Quadrant Capital Group
Ohio
$14K 666
QI
224
QS Investors
New York
$13K 600 +600 New
APA
225
American Portfolios Advisors
New York
$12.4K 585