WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

234 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 98 reducing their positions, and 23 closing their positions.

Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
60
Reduced
98
Closed
23
Calls
$5.72M
Puts
$22.4M
Net Calls
-$16.7M
Net Calls Change
-$551K
Name Market Value Shares Shares
Change
Shares
Change %
TRCT
201
Tower Research Capital (TRC)
New York
$30K 1,718 +1,718 New
SLF
202
Sun Life Financial
Ontario, Canada
$28K 1,644 +9 +0.6%
PAI
203
Pittenger & Anderson Inc
Nebraska
$23K 1,356
VCM
204
Versant Capital Management
Arizona
$19K 1,107 +56 +5%
QI
205
QS Investors
New York
$11K 600
PCG
206
Private Capital Group
Connecticut
$11K 612 +143 +30%
IA
207
IFP Advisors
Florida
$11K 607 +607 New
PA
208
Parallel Advisors
California
$8K 440 -1,931 -81%
EWM
209
Edge Wealth Management
New York
$8K 500
SPIA
210
Steward Partners Investment Advisory
New York
$8K 500
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$8K 467 +100 +27%
AG
212
Advisor Group
Arizona
$7K 406 -2,134 -84%
BFEC
213
Benjamin F. Edwards & Company
Missouri
$7K 390
SBL
214
Sargent Bickham Lagudis
Colorado
$5K 270
ASN
215
Advisory Services Network
Georgia
$5K 271
EFSCE
216
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 256
GAM
217
Gemmer Asset Management
California
$3K 168 -154 -48%
FHA
218
First Horizon Advisors
Tennessee
$3K 193 -30 -13%
SIC
219
Salem Investment Counselors
North Carolina
$3K 174
VNA
220
Valley National Advisers
Pennsylvania
$3K 168
AF
221
Allworth Financial
California
$3K 200
BBHC
222
Brown Brothers Harriman & Co
New York
$3K 159 +159 New
JCM
223
Julex Capital Management
Massachusetts
$3K 162 +162 New
GT
224
Glenmede Trust
Pennsylvania
$2.27K 131,945 +91 +0.1%
LC
225
Lindbrook Capital
California
$2K 120 -214 -64%