WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
307
Holders Change
-27
Holders Change %
-8.08%
% of All Funds
8.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$109M
3
Invesco
3
Invesco
Georgia
$40M
4
BIT
4
BlackRock Institutional Trust
California
$154M
5
American Century Companies
5
American Century Companies
Missouri
$42M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$24.7M
2
AL
2
AJO LP
Pennsylvania
$86M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$24.3M
4
Norges Bank
4
Norges Bank
Norway
$44.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRCM
251
Bright Rock Capital Management
Massachusetts
$289K 5,600 – –
MRCM
252
M&R Capital Management
New Jersey
$281K 5,428 – –
EIM
253
Essex Investment Management
Massachusetts
$264K 5,105 -36 -0.7%
FHC
254
First Houston Capital
Texas
$258K 5,000 -1,500 -23%
WG
255
Welch Group
Alabama
$253K 4,895 -185 -4%
RCAG
256
Rehmann Capital Advisory Group
Michigan
$251K 4,861 +516 +12%
OA
257
OFI Advisors
Pennsylvania
$248K 4,791 +933 +24%
Los Angeles Capital Management
258
Los Angeles Capital Management
California
$243K 4,705 +4,705 New
TAM
259
Tocqueville Asset Management
New York
$240K 4,652 -1,400 -23%
DekaBank Deutsche Girozentrale
260
DekaBank Deutsche Girozentrale
Germany
$240K 4,650 – –
TWI
261
Thomas White International
Illinois
$233K 4,500 – –
GAM
262
Guinness Asset Management
United Kingdom
$224K 4,340 +1,100 +34%
BC
263
Burney Company
Virginia
$217K 4,195 -500 -11%
HFS
264
HL Financial Services
Kentucky
$215K 4,169 -323 -7%
AAM
265
Advisors Asset Management
Colorado
$203K 3,926 +312 +9%
SF
266
Synovus Financial
Georgia
$201K 3,892 – –
Envestnet Asset Management
267
Envestnet Asset Management
Illinois
$185K 3,578 -150 -4%
Creative Planning
268
Creative Planning
Kansas
$170K 3,298 +2,436 +283%
Barclays
269
Barclays
United Kingdom
$163K 3,191 -26,687 -89%
DSC
270
Duncker Streett & Co
Missouri
$160K 3,100 +1,650 +114%
Teacher Retirement System of Texas
271
Teacher Retirement System of Texas
Texas
$158K 3,056 -56 -2%
QBFM
272
QS Batterymarch Financial Management
New York
$143K 2,750 – –
SOADOR
273
State of Alaska Department of Revenue
Alaska
$139K 2,690 – –
PCM
274
Prelude Capital Management
New York
$134K 2,600 +2,175 +512%
CCM
275
Copeland Capital Management
Pennsylvania
$128K 2,474 – –
9 10
11
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