WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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297 hedge funds and large institutions have $3.62B invested in Waddell & Reed Financial, Inc. in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
9.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
112
Reduced
101
Closed
28
Calls
$4.89M
Puts
$2.49M
Net Calls
+$2.4M
Net Calls Change
+$1.53M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$154M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.2M
4
NAP
4
New Amsterdam Partners
New York
$27.4M
5
HCM
5
Herndon Capital Management
Georgia
$196M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$286K
2
TCP
2
TAMRO Capital Partners
Virginia
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$11.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$721K
5
RA
5
Royce & Associates
New York
$41.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
26
IronBridge Capital Management
Illinois
$33.7M 654,256 -147,614 -18%
MCM
27
Munder Capital Management
Michigan
$31.6M 614,391 -22,959 -4%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$31M 602,083 +146,240 +32%
LCP
29
Lombardia Capital Partners
California
$29M 563,530 -193,379 -26%
WCM
30
Wedge Capital Management
North Carolina
$27.7M 538,358 -8,560 -2%
FCM
31
Frontier Capital Management
Massachusetts
$27.5M 534,268 +890 +0.2%
NAP
32
New Amsterdam Partners
New York
$27.4M 532,971 +390,566 +274%
Wells Fargo
33
Wells Fargo
California
$25.9M 503,786 -21,913 -4%
SFM
34
Systematic Financial Management
New Jersey
$25.3M 491,946 +200,314 +69%
RFC
35
Regions Financial Corp
Alabama
$24.7M 479,804 +58,253 +14%
MAA
36
Managed Account Advisors
New Jersey
$24.6M 478,799 +54,877 +13%
JHIU
37
Janus Henderson Investors US
Colorado
$24.1M 467,900 -127,900 -21%
GI
38
GAMCO Investors
Connecticut
$23.1M 448,250 -66,600 -13%
HCM
39
Hahn Capital Management
California
$22.7M 441,364 +109,821 +33%
CCM
40
Channing Capital Management
Illinois
$21.9M 425,495 +79,900 +23%
Prudential Financial
41
Prudential Financial
New Jersey
$21.4M 416,513 -10,997 -3%
EIP
42
Epoch Investment Partners
New York
$21.4M 415,675 +11,900 +3%
TCIM
43
TIAA CREF Investment Management
New York
$21.4M 415,584 -5,122 -1%
PP
44
Prudential plc
United Kingdom
$21.1M 409,000 – –
Geode Capital Management
45
Geode Capital Management
Massachusetts
$20.3M 394,692 +6,038 +2%
GIA
46
Gateway Investment Advisers
Ohio
$19.6M 380,185 +100 +0%
Lazard Asset Management
47
Lazard Asset Management
New York
$18.2M 352,650 +33,182 +10%
ACA
48
Anchor Capital Advisors
Massachusetts
$16.8M 327,192 -32,694 -9%
Goldman Sachs
49
Goldman Sachs
New York
$16.6M 323,268 +20,737 +7%
ICOM
50
Investment Counselors of Maryland
Maryland
$15.8M 306,050 -550 -0.2%
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