WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

245 hedge funds and large institutions have $1.2B invested in Waddell & Reed Financial, Inc. in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 45 closing their positions.

Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
6.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
39
Increased
106
Reduced
72
Closed
45
Calls
$1.49M
Puts
$3.79M
Net Calls
-$2.3M
Net Calls Change
-$1.1M
Name Market Value Shares Shares
Change
Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$155M 9,018,786 +272,298 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$128M 7,457,389 -58,254 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$98.5M 5,722,165 +113,873 +2%
State Street
4
State Street
Massachusetts
$49.3M 2,864,834 +459,301 +19%
Invesco
5
Invesco
Georgia
$47.4M 2,755,248 +1,122,946 +69%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$46.9M 2,724,685 +1,656,992 +155%
BIT
7
BlackRock Institutional Trust
California
$36.7M 2,130,827 -323,900 -13%
Fisher Asset Management
8
Fisher Asset Management
Washington
$32.6M 1,910,954 +5,588 +0.3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$32.5M 1,885,016 -2,736,986 -59%
AQR Capital Management
10
AQR Capital Management
Connecticut
$26.8M 1,558,654 +1,232,190 +377%
Northern Trust
11
Northern Trust
Illinois
$25.5M 1,482,461 +418,937 +39%
Goldman Sachs
12
Goldman Sachs
New York
$23.6M 1,373,290 +272,374 +25%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$22.1M 1,284,085 +11,400 +0.9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.5M 1,192,472 -407,980 -25%
GI
15
GAMCO Investors
Connecticut
$17.9M 1,037,600 +363,600 +54%
BAM
16
Burgundy Asset Management
Ontario, Canada
$17.1M 995,621 +26,978 +3%
PA
17
Pinnacle Associates
New York
$16.9M 981,783 -8,642 -0.9%
GF
18
Gabelli Funds
New York
$16.5M 958,000 +17,000 +2%
Norges Bank
19
Norges Bank
Norway
$14.5M 844,530 -241,586 -22%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$14.1M 819,088 +43,719 +6%
HIM
21
Hermes Investment Management
United Kingdom
$12.3M 711,773 +71,597 +11%
First Trust Advisors
22
First Trust Advisors
Illinois
$12M 698,388 -223,861 -24%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$11.1M 646,456 +646,456 New
LCP
24
Lombardia Capital Partners
California
$10.8M 627,497 -219,717 -26%
Millennium Management
25
Millennium Management
New York
$10.5M 607,956 +441,744 +266%