WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

214 hedge funds and large institutions have $1.06B invested in Waddell & Reed Financial, Inc. in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 31 closing their positions.

Holders
214
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
69
Reduced
79
Closed
31
Calls
$2.42M
Puts
$1.32M
Net Calls
+$1.1M
Net Calls Change
+$556K
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$142M 9,564,890 -596,580 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$99.2M 6,682,905 -425,144 -6%
BAM
3
Burgundy Asset Management
Ontario, Canada
$69.2M 4,661,443 +261,227 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$55.3M 3,723,591 +14,604 +0.4%
Invesco
5
Invesco
Georgia
$48.1M 3,238,710 +37,193 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$41.6M 2,800,600 -121,853 -4%
State Street
7
State Street
Massachusetts
$33.5M 2,254,874 -119,936 -5%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$31.2M 2,076,179 +330,616 +19%
Capital World Investors
9
Capital World Investors
California
$27.5M 1,850,000
Charles Schwab
10
Charles Schwab
California
$24.5M 1,651,216 -27,209 -2%
GI
11
GAMCO Investors
Connecticut
$19.9M 1,338,371 -1,796 -0.1%
Fisher Asset Management
12
Fisher Asset Management
Washington
$19.5M 1,313,173 -26,129 -2%
GF
13
Gabelli Funds
New York
$19.3M 1,301,500 -7,000 -0.5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$18M 1,211,647 -78,581 -6%
Northern Trust
15
Northern Trust
Illinois
$17.3M 1,165,423 -35,753 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$16.8M 1,128,443 -80,893 -7%
Brown Advisory
17
Brown Advisory
Maryland
$16.7M 1,122,239 -2,972 -0.3%
Norges Bank
18
Norges Bank
Norway
$16.3M 1,096,550 -115,929 -10%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$15.9M 1,073,877 -48,571 -4%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$14.9M 1,004,116 +275,921 +38%
GC
21
GMT Capital
Georgia
$13.4M 904,000
RA
22
Royce & Associates
New York
$11.4M 770,176 +116,633 +18%
Principal Financial Group
23
Principal Financial Group
Iowa
$11.2M 755,582 +108,934 +17%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$10.7M 722,838 +246,189 +52%
Man Group
25
Man Group
United Kingdom
$10.4M 703,615 +407,050 +137%