WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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329 hedge funds and large institutions have $4.61B invested in Waddell & Reed Financial, Inc. in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
+32
Holders Change %
+10.77%
% of All Funds
9.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
59
Increased
100
Reduced
135
Closed
24
Calls
$1.59M
Puts
$5.09M
Net Calls
-$3.5M
Net Calls Change
-$5.9M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$197M
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$50M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$338M
4
FAM
4
Fred Alger Management
New York
$27.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$31.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$279M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.34M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$19.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$84.9M
5
KCM
5
Kornitzer Capital Management
Kansas
$68.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
276
Envestnet Asset Management
Illinois
$250K 3,837 +18 +0.5%
JG
277
Jefferies Group
New York
$242K 3,719 -1,687 -31%
Fuller & Thaler Asset Management
278
Fuller & Thaler Asset Management
California
$241K 3,700 – –
Franklin Resources
279
Franklin Resources
California
$239K 3,670 +3,670 New
MGIA
280
Moneta Group Investment Advisors
Missouri
$238K 3,650 -405 -10%
B
281
Baird
Wisconsin
$237K 3,635 -585 -14%
LIA
282
LBMC Investment Advisors
Tennessee
$237K 3,646 +3,646 New
HNB
283
Huntington National Bank
Ohio
$230K 3,537 -11 -0.3%
GC
284
Globeflex Capital
California
$229K 3,520 -671 -16%
RCAG
285
Rehmann Capital Advisory Group
Michigan
$223K 3,429 +3,429 New
TRCT
286
Tower Research Capital (TRC)
New York
$220K 3,380 -3,471 -51%
CCM
287
Coldstream Capital Management
Washington
$212K 3,248 +3,248 New
BG
288
Bahl & Gaynor
Ohio
$212K 3,254 +3,254 New
FMT
289
First Mercantile Trust
Tennessee
$210K 3,230 – –
Teacher Retirement System of Texas
290
Teacher Retirement System of Texas
Texas
$208K 3,199 -7,742 -71%
MIM
291
Miller Investment Management
Pennsylvania
$207K 3,178 +3,178 New
RBC
292
Ronald Blue & Co
Georgia
$206K 3,169 +3,169 New
QBFM
293
QS Batterymarch Financial Management
New York
$202K 3,100 +3,100 New
PCM
294
Prelude Capital Management
New York
$200K 3,075 +2,895 +1,608%
IRS
295
Invictus RG (Singapore)
Singapore
$178K 2,739 -32 -1%
OA
296
OFI Advisors
Pennsylvania
$178K 2,729 +31 +1%
WIL
297
Winifred I. Li
$171K 2,630 – –
AAM
298
Advisors Asset Management
Colorado
$169K 2,600 -2,385 -48%
CCM
299
Copeland Capital Management
Pennsylvania
$158K 2,425 – –
RA
300
Rational Advisors
New York
$138K 2,116 -280 -12%
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