WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

245 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 34 closing their positions.

Holders
245
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
77
Reduced
91
Closed
34
Calls
$2.24M
Puts
$1.08M
Net Calls
+$1.16M
Net Calls Change
-$1.08M
Name Market Value Shares Shares
Change
Shares
Change %
MAM
201
Meeder Asset Management
Ohio
$37K 2,045 +2,045 New
QT
202
Quantbot Technologies
New York
$37K 2,100 +2,100 New
MOACM
203
Mutual of America Capital Management
New York
$35K 1,954 +433 +28%
NIT
204
NumerixS Investment Technologies
British Columbia, Canada
$31K 1,724 -2,591 -60%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$29K 1,578 +49 +3%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$26K 1,452 +937 +182%
JA
207
JOYN Advisors
Georgia
$25K 1,384 -40 -3%
PAI
208
Pittenger & Anderson Inc
Nebraska
$25K 1,356
Loomis, Sayles & Company
209
Loomis, Sayles & Company
Massachusetts
$23K 1,274 +415 +48%
DSC
210
Duncker Streett & Co
Missouri
$18K 1,000
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Missouri
$13K 745 -1,287 -63%
QI
212
QS Investors
New York
$11K 600
PCG
213
Private Capital Group
Connecticut
$11K 610 +141 +30%
APA
214
American Portfolios Advisors
New York
$10.6K 585
ACA
215
Ackerman Capital Advisors
Texas
$10K 180,800 +180,800 New
EWM
216
Edge Wealth Management
New York
$9K 500
LC
217
Lindbrook Capital
California
$9K 537 +537 New
BFEC
218
Benjamin F. Edwards & Company
Missouri
$7K 390
Bessemer Group
219
Bessemer Group
New Jersey
$7K 360 +149 +71%
GAM
220
Gemmer Asset Management
California
$6K 315
VNA
221
Valley National Advisers
Pennsylvania
$5K 271
ASN
222
Advisory Services Network
Georgia
$5K 271
AQA
223
Alpha Quant Advisors
Texas
$5K 272 +272 New
LPWM
224
Lake Point Wealth Management
Texas
$5K 280 +280 New
Schroder Investment Management Group
225
Schroder Investment Management Group
United Kingdom
$4.53K 250,286 +27,595 +12%