WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

222 hedge funds and large institutions have $1.48B invested in Waddell & Reed Financial, Inc. in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 45 increasing their positions, 108 reducing their positions, and 40 closing their positions.

Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
45
Reduced
108
Closed
40
Calls
$3.89M
Puts
$1.28M
Net Calls
+$2.61M
Net Calls Change
+$1.51M
Name Market Value Shares Shares
Change
Shares
Change %
Fuller & Thaler Asset Management
201
Fuller & Thaler Asset Management
California
$20K 775 -614,707 -100%
BBHBI
202
B, B, H, & B Inc
Alabama
$18K 730 +730 New
FPS
203
Fieldpoint Private Securities
Connecticut
$16K 615 +615 New
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$15K 575 +45 +8%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$13K 515 +400 +348%
TWA
206
TCI Wealth Advisors
Arizona
$12K 483 +66 +16%
QCG
207
Quadrant Capital Group
Ohio
$11K 434 +39 +10%
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$10K 379
PA
209
Parallel Advisors
California
$8K 332 +56 +20%
SBL
210
Sargent Bickham Lagudis
Colorado
$7K 270
PFBT
211
Parkside Financial Bank & Trust
Missouri
$6K 245 +94 +62%
GAM
212
Gemmer Asset Management
California
$5K 196
BCA
213
Berman Capital Advisors
Georgia
$5K 230 +4 +2%
SIC
214
Salem Investment Counselors
North Carolina
$4K 174
LC
215
Lindbrook Capital
California
$4K 161
PFO
216
Pathstone Family Office
New Jersey
$3K 115 +115 New
IAIM
217
International Assets Investment Management
Florida
$3K 136 +136 New
MTCM
218
Mint Tower Capital Management
Netherlands
$3K 10,000 +10,000 New
MAM
219
Meeder Asset Management
Ohio
$2K 98
AIG
220
American International Group
New York
$1.06K 41,463 -3,084 -7%
S
221
SignatureFD
Georgia
$1K 56 +56 New
Fisher Asset Management
222
Fisher Asset Management
Washington
-1,313,173 Closed
Jacobs Levy Equity Management
223
Jacobs Levy Equity Management
New Jersey
-1,073,877 Closed
GC
224
GMT Capital
Georgia
-904,000 Closed
HA
225
Heartland Advisors
Wisconsin
-518,100 Closed