WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

246 hedge funds and large institutions have $1.35B invested in Waddell & Reed Financial, Inc. in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
71
Reduced
102
Closed
30
Calls
$659K
Puts
$11.4M
Net Calls
-$10.7M
Net Calls Change
-$11.9M
Name Market Value Shares Shares
Change
Shares
Change %
MOACM
201
Mutual of America Capital Management
New York
$38K 2,177 +223 +11%
VCM
202
Versant Capital Management
Arizona
$27K 1,569 -1,550 -50%
MWNA
203
Marshall Wace North America
New York
$26K 1,500 +1,500 New
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$25K 1,451 -1 -0.1%
Loomis, Sayles & Company
205
Loomis, Sayles & Company
Massachusetts
$25K 1,449 +175 +14%
PAI
206
Pittenger & Anderson Inc
Nebraska
$23K 1,356
OWD
207
Osborn Williams & Donohoe
Ohio
$20K 1,100 +1,100 New
MA
208
MUFG Americas
New York
$14K 789 +789 New
QI
209
QS Investors
New York
$11K 600
PCG
210
Private Capital Group
Connecticut
$11K 627 +17 +3%
APA
211
American Portfolios Advisors
New York
$10.1K 585
IA
212
IFP Advisors
Florida
$10K 607 -3,636 -86%
CG
213
Cutler Group
California
$10K 600 +500 +500%
EWM
214
Edge Wealth Management
New York
$9K 500
LC
215
Lindbrook Capital
California
$7K 447 -90 -17%
BFEC
216
Benjamin F. Edwards & Company
Missouri
$7K 390
GAM
217
Gemmer Asset Management
California
$6K 322 +7 +2%
VanEck Associates
218
VanEck Associates
New York
$6K 326 +242 +288%
SBL
219
Sargent Bickham Lagudis
Colorado
$5K 270 -2,000 -88%
QT
220
Quantbot Technologies
New York
$5K 300 -1,800 -86%
ASN
221
Advisory Services Network
Georgia
$5K 271
LPWM
222
Lake Point Wealth Management
Texas
$5K 280
AQA
223
Alpha Quant Advisors
Texas
$5K 272
VNA
224
Valley National Advisers
Pennsylvania
$5K 271
HGWM
225
Harvest Group Wealth Management
Massachusetts
$5K 265 +265 New