WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$206M
2
Invesco
2
Invesco
Georgia
$38.4M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$25.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$22.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$177M

Top Sellers

1
LCOV
1
London Company of Virginia
Virginia
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$109M
3
Victory Capital Management
3
Victory Capital Management
Texas
$225K
4
RA
4
Royce & Associates
New York
$791K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
LCOV
251
London Company of Virginia
Virginia
– – -2,544,948 Closed
Wellington Management Group
252
Wellington Management Group
Massachusetts
– – -537,196 Closed
Renaissance Technologies
253
Renaissance Technologies
New York
– – -347,500 Closed
HCM
254
Highbridge Capital Management
New York
– – -148,236 Closed
TAM
255
Tiverton Asset Management
Delaware
– – -120,500 Closed
BIM
256
Bogle Investment Management
Massachusetts
– – -117,400 Closed
MPM
257
Meritage Portfolio Management
Kansas
– – -104,880 Closed
Luther King Capital Management (LKCM)
258
Luther King Capital Management (LKCM)
Texas
– – -98,278 Closed
PI
259
Putnam Investments
Massachusetts
– – -83,911 Closed
RIA
260
Regal Investment Advisors
Michigan
– – -81,292 Closed
MC
261
Menta Capital
California
– – -72,975 Closed
NI
262
Numeric Investors
Massachusetts
– – -65,400 Closed
ZIG
263
Zurich Insurance Group
Switzerland
– – -63,300 Closed
WBC
264
Westpac Banking Corp
Australia
– – -60,500 Closed
GAMA
265
Graticule Asia Macro Advisors
New York
– – -55,732 Closed
Arrowstreet Capital
266
Arrowstreet Capital
Massachusetts
– – -49,700 Closed
ARTA
267
A.R.T. Advisors
New York
– – -48,767 Closed
MPAM
268
Monarch Partners Asset Management
Massachusetts
– – -47,175 Closed
GC
269
Grimes & Company
Massachusetts
– – -42,822 Closed
GT
270
Glenmede Trust
Pennsylvania
$0 25 -37,200 -100%
ACA
271
Anchor Capital Advisors
Massachusetts
– – -36,156 Closed
MM
272
Midas Management
New York
– – -33,000 Closed
LCM
273
Landscape Capital Management
New Jersey
– – -25,829 Closed
Nomura Holdings
274
Nomura Holdings
Japan
– – -25,246 Closed
SFP
275
Santa Fe Partners
New Mexico
– – -24,004 Closed
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