Factorial Partners, LLC - WADDELL & REED FINL INC ownership

WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 221 filers reported holding WADDELL & REED FINL INC in Q2 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.1%.

Quarter-by-quarter ownership
Factorial Partners, LLC ownership history of WADDELL & REED FINL INC
ValueSharesWeighting
Q1 2021$755,450,000
-17.6%
755,450
+1998.5%
0.52%
-32.2%
Q4 2020$916,920,000
+22.3%
36,000
-28.7%
0.77%0.0%
Q3 2020$749,925,000
-41.4%
50,500
-38.8%
0.77%
-45.4%
Q2 2020$1,279,575,000
+47.0%
82,500
+7.8%
1.40%
+20.8%
Q1 2020$870,570,000
-49.6%
76,500
-25.0%
1.16%
+46.6%
Q4 2019$1,728,900,000
+97.3%
102,000
+100.0%
0.79%
-5.9%
Q3 2019$876,180,000
+3.1%
51,0000.0%0.84%
+3.3%
Q2 2019$850,170,000
-1.7%
51,000
+2.0%
0.82%
+0.1%
Q1 2019$864,500,000
-4.4%
50,0000.0%0.81%
-14.1%
Q4 2018$904,000,000
-14.6%
50,0000.0%0.95%
+4.2%
Q3 2018$1,059,000,000
+17.9%
50,0000.0%0.91%
+13.3%
Q2 2018$898,500,000
-11.1%
50,0000.0%0.80%
-13.0%
Q1 2018$1,010,500,000
-31.5%
50,000
-24.2%
0.92%
-32.3%
Q4 2017$1,474,440,00066,0001.36%
Other shareholders
WADDELL & REED FINL INC shareholders Q2 2020
NameSharesValueWeighting ↓
HERNDON CAPITAL MANAGEMENT LLC 3,504,129$228,188,880,0002.88%
NEW AMSTERDAM PARTNERS LLC/NY 636,862$41,472,0002.75%
HAHN CAPITAL MANAGEMENT LLC 299,147$19,480,453,0002.70%
BlueMar Capital Management, LLC 40,000$2,605,0001.45%
STERNE AGEE GROUP, INC. 60,272$3,925,0001.29%
Jupiter Investment Management Ltd 220,179$14,338,0001.21%
HERMES INVESTMENT MANAGEMENT LTD 600,176$39,083,0001.19%
TIVERTON ASSET MANAGEMENT LLC 800,000$52,096,0001.15%
PINNACLE ASSOCIATES LTD 811,337$52,834,0001.03%
Dynamic Technology Lab Private Ltd 9,142$595,0000.98%
View complete list of WADDELL & REED FINL INC shareholders