WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

286 hedge funds and large institutions have $2.51B invested in Waddell & Reed Financial, Inc. in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 42 closing their positions.

Holders
286
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
7.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
114
Reduced
85
Closed
42
Calls
$4.71M
Puts
$2.7M
Net Calls
+$2.01M
Net Calls Change
+$247K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$299M 8,607,228 +264,418 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$235M 6,753,088 +616,594 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$188M 5,418,005 +34,427 +0.6%
HCM
4
Herndon Capital Management
Georgia
$102M 2,939,116 -243,636 -8%
LCOV
5
London Company of Virginia
Virginia
$101M 2,913,522 -51,277 -2%
BFA
6
BlackRock Fund Advisors
California
$98.3M 2,825,895 +34,154 +1%
BIT
7
BlackRock Institutional Trust
California
$85.7M 2,464,522 +7,604 +0.3%
State Street
8
State Street
Massachusetts
$77.6M 2,233,086 +21,503 +1%
Fisher Asset Management
9
Fisher Asset Management
Washington
$67M 1,928,072 -155,384 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$62.1M 1,786,473 -272,108 -13%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$57M 1,638,018 +1,000 +0.1%
RA
12
Royce & Associates
New York
$54.5M 1,566,045 -520,545 -25%
HCM
13
Hamlin Capital Management
New York
$52M 1,494,507 +457,075 +44%
Victory Capital Management
14
Victory Capital Management
Texas
$38.8M 1,114,981 +163,047 +17%
Northern Trust
15
Northern Trust
Illinois
$35.6M 1,024,507 -41,073 -4%
Norges Bank
16
Norges Bank
Norway
$35.3M 1,013,874 +197,328 +24%
Invesco
17
Invesco
Georgia
$34.9M 1,002,417 +47,679 +5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$34.4M 988,855 -753,151 -43%
GF
19
Gabelli Funds
New York
$31.2M 896,000
PA
20
Pinnacle Associates
New York
$29.7M 852,734 +141,435 +20%
Bank of America
21
Bank of America
North Carolina
$28.8M 828,290 +587,924 +245%
TAM
22
Tiverton Asset Management
Delaware
$27.8M 800,000
Goldman Sachs
23
Goldman Sachs
New York
$24.6M 707,847 +192,623 +37%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$23.6M 678,624 +77,233 +13%
HIM
25
Hermes Investment Management
United Kingdom
$21.9M 628,968 -5,142 -0.8%