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 %
BlackRock
1
BlackRock
New York
$244M 9,564,315 -575 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$171M 6,702,961 +20,056 +0.3%
BAM
3
Burgundy Asset Management
Ontario, Canada
$85.2M 3,344,677 -1,316,766 -28%
Invesco
4
Invesco
Georgia
$76.2M 2,991,894 -246,816 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$70M 2,747,387 -53,213 -2%
State Street
6
State Street
Massachusetts
$53.9M 2,115,081 -139,793 -6%
Capital World Investors
7
Capital World Investors
California
$47.1M 1,850,000
Charles Schwab
8
Charles Schwab
California
$42.1M 1,652,569 +1,353 +0.1%
AAM
9
Alpine Associates Management
Florida
$39.9M 1,567,800 +1,567,800 New
GI
10
GAMCO Investors
Connecticut
$31.8M 1,249,088 -89,283 -7%
Northern Trust
11
Northern Trust
Illinois
$28.1M 1,102,473 -62,950 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$25.6M 1,004,209 -124,234 -11%
Morgan Stanley
13
Morgan Stanley
New York
$24M 943,222 +739,727 +364%
Norges Bank
14
Norges Bank
Norway
$22.2M 870,344 -226,206 -21%
GF
15
Gabelli Funds
New York
$21.9M 860,900 -440,600 -34%
Barclays
16
Barclays
United Kingdom
$19M 746,323 +656,563 +731%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$18.9M 742,003 -469,644 -39%
PPA
18
Parametric Portfolio Associates
Washington
$17.6M 690,936 +152,748 +28%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$15M 589,054 -3,134,537 -84%
WIC
20
Water Island Capital
New York
$14.4M 563,763 +563,763 New
Goldman Sachs
21
Goldman Sachs
New York
$13.9M 545,896 +308,746 +130%
First Trust Advisors
22
First Trust Advisors
Illinois
$13.8M 541,075 +179,930 +50%
Skandinaviska Enskilda Banken (SEB)
23
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.4M 446,852
Principal Financial Group
24
Principal Financial Group
Iowa
$11M 430,017 -325,565 -43%
Wells Fargo
25
Wells Fargo
California
$10.3M 403,068 +59,511 +17%