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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $110,000 | -18.5% | 4,379 | -17.4% | 0.00% | -33.3% |
| Q4 2020 | $135,000 | +40.6% | 5,302 | -18.2% | 0.01% | -40.0% |
| Q3 2020 | $96,000 | +23.1% | 6,480 | -5.6% | 0.01% | -70.6% |
| Q1 2020 | $78,000 | +7700.0% | 6,865 | +9849.3% | 0.03% | – |
| Q4 2019 | $1,000 | -66.7% | 69 | -43.0% | 0.00% | -100.0% |
| Q4 2017 | $3,000 | -66.7% | 121 | -75.4% | 0.00% | -77.8% |
| Q2 2017 | $9,000 | -89.4% | 491 | -88.8% | 0.01% | -89.4% |
| Q4 2016 | $85,000 | +46.6% | 4,374 | +36.7% | 0.08% | +165.6% |
| Q3 2016 | $58,000 | +205.3% | 3,200 | +300.0% | 0.03% | -13.5% |
| Q1 2016 | $19,000 | -63.5% | 800 | -55.6% | 0.04% | -78.5% |
| Q4 2015 | $52,000 | -70.8% | 1,800 | -49.7% | 0.17% | -2.3% |
| Q4 2014 | $178,000 | +3460.0% | 3,581 | +3835.2% | 0.18% | +5766.7% |
| Q3 2014 | $5,000 | – | 91 | – | 0.00% | – |
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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% |