WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

223 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 90 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
-11
Holders Change %
-4.7%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
71
Reduced
90
Closed
26
Calls
$5.02M
Puts
$1.24M
Net Calls
+$3.78M
Net Calls Change
+$20.5M
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$8K 467
EWM
202
Edge Wealth Management
New York
$8K 500
SPIA
203
Steward Partners Investment Advisory
New York
$8K 500
SBL
204
Sargent Bickham Lagudis
Colorado
$5K 270
LPWM
205
Lake Point Wealth Management
Texas
$5K 280 +280 New
PA
206
Parallel Advisors
California
$4K 213 -227 -52%
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 256
FHA
208
First Horizon Advisors
Tennessee
$3K 193
SIC
209
Salem Investment Counselors
North Carolina
$3K 174
AF
210
Allworth Financial
California
$3K 200
VNA
211
Valley National Advisers
Pennsylvania
$3K 168
BBHC
212
Brown Brothers Harriman & Co
New York
$3K 159
GAM
213
Gemmer Asset Management
California
$3K 175 +7 +4%
CAW
214
Cornerstone Advisors (Washington)
Washington
$2K 115
TWA
215
TCI Wealth Advisors
Arizona
$2K 103 +103 New
HGWM
216
Harvest Group Wealth Management
Massachusetts
$2K 149 +149 New
LC
217
Lindbrook Capital
California
$1K 49 -71 -59%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$1K 78 -22 -22%
WT
219
Whittier Trust
California
$1K 76
LWA
220
Lenox Wealth Advisors
New York
$1K 33
PHK
221
Point72 Hong Kong
Hong Kong
$1K 69 +69 New
CEP
222
Chicago Equity Partners
Illinois
-247,375 Closed
VI
223
Versor Investments
New York
-62,592 Closed
GH
224
GAM Holding
Switzerland
-46,676 Closed
OAM
225
Oxford Asset Management
United Kingdom
-42,702 Closed