WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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214 hedge funds and large institutions have $1.06B invested in Waddell & Reed Financial, Inc. in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 31 closing their positions.

Holders
214
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
69
Reduced
79
Closed
31
Calls
$2.42M
Puts
$1.32M
Net Calls
+$1.1M
Net Calls Change
+$556K

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$10.4M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$5.43M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$31.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$14.9M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$69.2M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$0
2
BlackRock
2
BlackRock
New York
$142M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$99.2M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
AL
5
AJO LP
Pennsylvania
$8K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
226
Teza Capital Management
Illinois
– – -28,884 Closed
ACM
227
AlphaCrest Capital Management
New York
– – -25,321 Closed
HSBC Holdings
228
HSBC Holdings
United Kingdom
– – -23,727 Closed
SFM
229
Systematic Financial Management
New Jersey
– – -20,830 Closed
BFG
230
Barber Financial Group
Kansas
– – -17,332 Closed
CC
231
Centiva Capital
New York
– – -17,026 Closed
PTC
232
Petrus Trust Company
Texas
– – -12,657 Closed
Simplex Trading
233
Simplex Trading
Illinois
– – -6,818 Closed
PAG
234
Private Advisor Group
New Jersey
– – -4,602 Closed
SF
235
Synovus Financial
Georgia
– – -3,622 Closed
NIT
236
NumerixS Investment Technologies
British Columbia, Canada
– – -3,200 Closed
LIA
237
LS Investment Advisors
Michigan
– – -2,091 Closed
QI
238
QS Investors
New York
– – -600 Closed
EWM
239
Edge Wealth Management
New York
– – -500 Closed
PCM
240
Prelude Capital Management
New York
– – -445 Closed
BWA
241
Burt Wealth Advisors
Maryland
– – -77 Closed
HIA
242
Harbor Investment Advisory
Maryland
– – -77 Closed
OPS
243
Orion Portfolio Solutions
Nebraska
– – -63 Closed
Group One Trading
244
Group One Trading
Illinois
– – – –
IA
245
IFP Advisors
Florida
– – – –
CFGS
246
Concourse Financial Group Securities
Alabama
– – – –
PFWA
247
Paces Ferry Wealth Advisors
Georgia
$0 16 +16 New
FHC
248
First Horizon Corporation
Tennessee
$0 19 +19 New
6 7 8 9
10