WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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234 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 98 reducing their positions, and 23 closing their positions.

Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
60
Reduced
98
Closed
23
Calls
$5.72M
Puts
$22.4M
Net Calls
-$16.7M
Net Calls Change
-$551K

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$52.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M
3
Victory Capital Management
3
Victory Capital Management
Texas
$8.05M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$35M
5
Man Group
5
Man Group
United Kingdom
$8.98M

Top Sellers

1
BlackRock
1
BlackRock
New York
$190M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$362K
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.49M
5
Ameriprise
5
Ameriprise
Minnesota
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CAW
226
Cornerstone Advisors (Washington)
Washington
$2K 115 -98 -46%
MCM
227
MV Capital Management
Maryland
$2K 126 – –
TFO
228
Tarbox Family Office
California
$2K 117 – –
FRA
229
Front Row Advisors
California
$2K 144 – –
PFBT
230
Parkside Financial Bank & Trust
Missouri
$2K 100 – –
LWA
231
Lenox Wealth Advisors
New York
$1K 33 +33 New
WT
232
Whittier Trust
California
$1K 76 +76 New
RCAG
233
Rehmann Capital Advisory Group
Michigan
$734 42 – –
Renaissance Technologies
234
Renaissance Technologies
New York
– – -497,700 Closed
Canada Life
235
Canada Life
Manitoba, Canada
– – -101,312 Closed
Point72 Asset Management
236
Point72 Asset Management
Connecticut
– – -54,638 Closed
EGM
237
Engineers Gate Manager
New York
– – -53,068 Closed
USAA
238
United Services Automobile Association
Texas
– – -51,081 Closed
SCM
239
Stevens Capital Management
Pennsylvania
– – -36,403 Closed
CBOA
240
Commonwealth Bank of Australia
Australia
– – -35,800 Closed
Allianz Asset Management
241
Allianz Asset Management
Germany
– – -33,078 Closed
GCP
242
GSA Capital Partners
United Kingdom
– – -31,700 Closed
IUHSA
243
Itau Unibanco Holding S.A.
Brazil
– – -23,313 Closed
WG
244
Winton Group
United Kingdom
– – -17,545 Closed
CC
245
Cipher Capital
New York
– – -16,377 Closed
CANY
246
Caxton Associates (New York)
New York
– – -15,343 Closed
WCM
247
Wedge Capital Management
North Carolina
– – -14,050 Closed
JIR
248
James Investment Research
Ohio
– – -13,445 Closed
LCM
249
Laurion Capital Management
New York
– – -11,102 Closed
Verition Fund Management
250
Verition Fund Management
Connecticut
– – -10,191 Closed
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