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 %
Mackenzie Financial
326
Mackenzie Financial
Ontario, Canada
– – -14,900 Closed
UR
327
USCA RIA
Texas
– – -13,225 Closed
EMG
328
Ellington Management Group
Connecticut
– – -8,600 Closed
TU
329
TDAM USA
Ontario, Canada
– – -8,027 Closed
FAAS
330
First Allied Advisory Services
California
– – -7,820 Closed
Robeco Institutional Asset Management
331
Robeco Institutional Asset Management
Netherlands
– – -7,800 Closed
OI
332
Oakbrook Investments
Illinois
– – -7,100 Closed
RCM
333
Reynolds Capital Management
Nevada
– – -6,600 Closed
JIP
334
Jaffetilchin Investment Partners
Florida
– – -6,156 Closed
TH
335
Timber Hill
Connecticut
– – -6,046 Closed
HHC
336
Hutchin Hill Capital
New York
– – -6,000 Closed
ONB
337
Old National Bancorp
Indiana
– – -5,004 Closed
FTIOP
338
Fiduciary Trust International of Pennsylvania
Pennsylvania
– – -4,200 Closed
Rafferty Asset Management
339
Rafferty Asset Management
New York
– – -4,045 Closed
QIM
340
Quest Investment Management
Oregon
– – -4,000 Closed
GVT
341
Genesee Valley Trust
New York
– – -3,840 Closed
VAM
342
Visium Asset Management
New York
– – -3,838 Closed
Franklin Resources
343
Franklin Resources
California
– – -3,670 Closed
B
344
Barings
North Carolina
– – -3,600 Closed
RBC
345
Ronald Blue & Co
Georgia
– – -3,568 Closed
HIMCH
346
Hartford Investment Management Co (HIMCO)
Connecticut
– – -3,508 Closed
PAM
347
Princeton Alpha Management
New Jersey
– – -3,407 Closed
ACI
348
AMP Capital Investors
Australia
– – -3,282 Closed
Fuller & Thaler Asset Management
349
Fuller & Thaler Asset Management
California
– – -3,200 Closed
MIM
350
Miller Investment Management
Pennsylvania
– – -3,178 Closed
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