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 %
NAP
26
New Amsterdam Partners
New York
$41.5M 636,862 +103,891 +19%
ICM
27
IronBridge Capital Management
Illinois
$39.4M 604,499 -49,757 -8%
HIM
28
Hermes Investment Management
United Kingdom
$39.1M 600,176 -253,651 -30%
Wells Fargo
29
Wells Fargo
California
$33.6M 515,321 +11,535 +2%
FCM
30
Frontier Capital Management
Massachusetts
$33M 506,310 -27,958 -5%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$31.3M 480,690 +365,190 +316%
MAA
32
Managed Account Advisors
New Jersey
$31.2M 479,319 +520 +0.1%
RFC
33
Regions Financial Corp
Alabama
$30.9M 474,180 -5,624 -1%
WCM
34
Wedge Capital Management
North Carolina
$29.9M 459,030 -79,328 -15%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$29.4M 451,856 +57,164 +14%
TCIM
36
TIAA CREF Investment Management
New York
$28M 430,443 +14,859 +4%
FAM
37
Fred Alger Management
New York
$27.4M 420,677 +420,677 New
GI
38
GAMCO Investors
Connecticut
$27.3M 419,750 -28,500 -6%
Prudential Financial
39
Prudential Financial
New Jersey
$27.3M 419,513 +3,000 +0.7%
EIP
40
Epoch Investment Partners
New York
$27.1M 416,485 +810 +0.2%
Goldman Sachs
41
Goldman Sachs
New York
$27M 414,375 +91,107 +28%
SFM
42
Systematic Financial Management
New Jersey
$25M 383,899 -108,047 -22%
PP
43
Prudential plc
United Kingdom
$24.1M 369,785 -39,215 -10%
GIA
44
Gateway Investment Advisers
Ohio
$22.8M 350,260 -29,925 -8%
JHIU
45
Janus Henderson Investors US
Colorado
$21.9M 336,100 -131,800 -28%
Lazard Asset Management
46
Lazard Asset Management
New York
$21.9M 335,652 -16,998 -5%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$21.4M 328,469 +111,914 +52%
MCM
48
Munder Capital Management
Michigan
$20.6M 315,860 -298,531 -49%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$19.7M 302,543 -529,800 -64%
ClearBridge Investments
50
ClearBridge Investments
New York
$19.6M 301,236 +11,893 +4%
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