WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $8,000 | -99.9% | 592 | -99.8% | 0.00% | -100.0% |
| Q2 2020 | $5,486,000 | +6.6% | 353,764 | -21.7% | 0.05% | +8.7% |
| Q1 2020 | $5,144,000 | +2434.0% | 452,093 | +3612.7% | 0.05% | +4500.0% |
| Q4 2019 | $203,000 | -48.7% | 12,177 | -34.9% | 0.00% | -50.0% |
| Q3 2018 | $396,000 | -93.9% | 18,706 | -94.1% | 0.00% | -93.3% |
| Q1 2018 | $6,448,000 | -8.0% | 319,063 | +1.7% | 0.03% | 0.0% |
| Q4 2017 | $7,007,000 | +966.5% | 313,653 | +767.3% | 0.03% | +900.0% |
| Q3 2016 | $657,000 | -6.8% | 36,164 | -11.6% | 0.00% | 0.0% |
| Q2 2016 | $705,000 | -97.2% | 40,920 | -96.2% | 0.00% | -97.3% |
| Q1 2016 | $25,376,000 | -36.0% | 1,078,015 | -22.1% | 0.11% | -36.0% |
| Q4 2015 | $39,672,000 | -53.9% | 1,384,238 | -16.8% | 0.17% | -54.9% |
| Q3 2014 | $85,989,000 | -50.7% | 1,663,550 | -40.4% | 0.38% | -49.2% |
| Q2 2014 | $174,565,000 | -24.6% | 2,789,020 | -11.4% | 0.75% | -25.8% |
| Q1 2014 | $231,667,000 | +17.7% | 3,146,790 | +4.1% | 1.01% | +17.7% |
| Q4 2013 | $196,893,000 | +1224.4% | 3,023,540 | +946.9% | 0.86% | +1163.2% |
| Q3 2013 | $14,867,000 | -24.2% | 288,800 | -36.0% | 0.07% | -25.3% |
| Q2 2013 | $19,614,000 | – | 450,900 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |