WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

287 hedge funds and large institutions have $3.09B invested in Waddell & Reed Financial, Inc. in 2013 Q2 according to their latest regulatory filings, with 287 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
287
Holders Change
+287
Holders Change %
% of All Funds
9.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
287
Increased
Reduced
Closed
Calls
$2.4M
Puts
$1.52M
Net Calls
+$876K
Net Calls Change
+$876K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M 5,321,346 +5,321,346 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M 4,591,083 +4,591,083 New
HCM
3
Herndon Capital Management
Georgia
$155M 3,572,559 +3,572,559 New
State Street
4
State Street
Massachusetts
$105M 2,407,898 +2,407,898 New
BIT
5
BlackRock Institutional Trust
California
$104M 2,383,232 +2,383,232 New
Fisher Asset Management
6
Fisher Asset Management
Washington
$97.7M 2,246,014 +2,246,014 New
BFA
7
BlackRock Fund Advisors
California
$91.4M 2,101,241 +2,101,241 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$87.7M 2,016,891 +2,016,891 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$82.4M 1,895,111 +1,895,111 New
Jennison Associates
10
Jennison Associates
New York
$75.9M 1,745,853 +1,745,853 New
KCM
11
Kornitzer Capital Management
Kansas
$71.1M 1,633,600 +1,633,600 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$61.8M 1,421,209 +1,421,209 New
Principal Financial Group
13
Principal Financial Group
Iowa
$58.6M 1,346,479 +1,346,479 New
RA
14
Royce & Associates
New York
$51.6M 1,186,237 +1,186,237 New
GF
15
Gabelli Funds
New York
$46.1M 1,060,000 +1,060,000 New
American Century Companies
16
American Century Companies
Missouri
$45.3M 1,041,961 +1,041,961 New
Bank of America
17
Bank of America
North Carolina
$45M 1,034,671 +1,034,671 New
Northern Trust
18
Northern Trust
Illinois
$43.4M 998,029 +998,029 New
TAM
19
Tiverton Asset Management
Delaware
$41.3M 950,000 +950,000 New
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$39.8M 915,086 +915,086 New
PA
21
Pinnacle Associates
New York
$36.9M 847,775 +847,775 New
Norges Bank
22
Norges Bank
Norway
$35.6M 818,633 +818,633 New
ICM
23
IronBridge Capital Management
Illinois
$34.9M 801,870 +801,870 New
HIM
24
Hermes Investment Management
United Kingdom
$33.3M 765,488 +765,488 New
TCP
25
TAMRO Capital Partners
Virginia
$33.2M 762,650 +762,650 New