WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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327 hedge funds and large institutions have $5.25B invested in Waddell & Reed Financial, Inc. in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 35 closing their positions.

Holders
327
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
9.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
123
Reduced
126
Closed
35
Calls
$3.78M
Puts
$13.1M
Net Calls
-$9.28M
Net Calls Change
-$5.78M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$183M
2
Prudential Financial
2
Prudential Financial
New Jersey
$54.7M
3
QI
3
QS Investors
New York
$24.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$405M
5
Northern Trust
5
Northern Trust
Illinois
$85.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$40.1M
3
FAM
3
Fred Alger Management
New York
$7.82M
4
LCP
4
Lombardia Capital Partners
California
$0
5
EIP
5
Epoch Investment Partners
New York
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$40.3M 546,944 +31,623 +6%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$40.1M 544,840 -463,462 -46%
RA
28
Royce & Associates
New York
$39.5M 536,237 -102,800 -16%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$39.2M 532,792 +52,102 +11%
NAP
30
New Amsterdam Partners
New York
$38.8M 527,022 -109,840 -17%
TCIM
31
TIAA CREF Investment Management
New York
$36.6M 497,764 +67,321 +16%
HIM
32
Hermes Investment Management
United Kingdom
$36.3M 493,213 -106,963 -18%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$35.6M 483,793 +31,937 +7%
RFC
34
Regions Financial Corp
Alabama
$34.7M 470,662 -3,518 -0.7%
MAA
35
Managed Account Advisors
New Jersey
$34.5M 469,150 -10,169 -2%
FCM
36
Frontier Capital Management
Massachusetts
$34M 462,463 -43,847 -9%
Charles Schwab
37
Charles Schwab
California
$32.2M 437,644 +220,213 +101%
WCM
38
Wedge Capital Management
North Carolina
$30.8M 417,790 -41,240 -9%
Goldman Sachs
39
Goldman Sachs
New York
$29.9M 405,745 -8,630 -2%
GI
40
GAMCO Investors
Connecticut
$28.3M 384,250 -35,500 -8%
RFC
41
Russell Frank Company
Washington
$28.2M 419,380 +219,983 +110%
SFM
42
Systematic Financial Management
New Jersey
$28M 380,228 -3,671 -1%
JHIU
43
Janus Henderson Investors US
Colorado
$27.7M 376,000 +39,900 +12%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$26.2M 375,126 +46,657 +14%
GIA
45
Gateway Investment Advisers
Ohio
$25.8M 350,160 -100 -0%
QI
46
QS Investors
New York
$24.6M 334,500 +309,100 +1,217%
Lazard Asset Management
47
Lazard Asset Management
New York
$23.6M 320,767 -14,885 -4%
MCM
48
Munder Capital Management
Michigan
$22.9M 311,150 -4,710 -1%
CEP
49
Chicago Equity Partners
Illinois
$22.6M 307,100 +35,890 +13%
ClearBridge Investments
50
ClearBridge Investments
New York
$22.4M 304,358 +3,122 +1%
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