WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

231 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 40 closing their positions.

Holders
231
Holders Change
-15
Holders Change %
-6.1%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
72
Reduced
83
Closed
40
Calls
$1.41M
Puts
$17.6M
Net Calls
-$16.2M
Net Calls Change
-$5.42M
Name Market Value Shares Shares
Change
Shares
Change %
LIA
201
LS Investment Advisors
Michigan
$39K 2,318
SLF
202
Sun Life Financial
Ontario, Canada
$27K 1,635 +1,635 New
PAI
203
Pittenger & Anderson Inc
Nebraska
$23K 1,356
MAM
204
Meeder Asset Management
Ohio
$23K 1,382 +1,382 New
VCM
205
Versant Capital Management
Arizona
$17K 1,051 -518 -33%
QI
206
QS Investors
New York
$11K 600
PCG
207
Private Capital Group
Connecticut
$8K 469 -158 -25%
EWM
208
Edge Wealth Management
New York
$8K 500
SPIA
209
Steward Partners Investment Advisory
New York
$8K 500 +500 New
BFEC
210
Benjamin F. Edwards & Company
Missouri
$7K 390
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$6K 367 +367 New
LC
212
Lindbrook Capital
California
$5K 334 -113 -25%
ASN
213
Advisory Services Network
Georgia
$5K 271
LPWM
214
Lake Point Wealth Management
Texas
$5K 280
GAM
215
Gemmer Asset Management
California
$5K 322
SBL
216
Sargent Bickham Lagudis
Colorado
$5K 270
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 256
CAW
218
Cornerstone Advisors (Washington)
Washington
$4K 213 +98 +85%
VNA
219
Valley National Advisers
Pennsylvania
$3K 168 -103 -38%
FHA
220
First Horizon Advisors
Tennessee
$3K 223 -31 -12%
AF
221
Allworth Financial
California
$3K 200
PCP
222
Proficio Capital Partners
Massachusetts
$3K 196 +139 +244%
TWA
223
TCI Wealth Advisors
Arizona
$3K 150 +150 New
SIC
224
Salem Investment Counselors
North Carolina
$3K 174 +174 New
GT
225
Glenmede Trust
Pennsylvania
$2.2K 131,854 -40,000 -23%