WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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334 hedge funds and large institutions have $4.59B invested in Waddell & Reed Financial, Inc. in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 38 closing their positions.

Holders
334
Holders Change
+7
Holders Change %
+2.14%
% of All Funds
9.61%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
47
Increased
122
Reduced
118
Closed
38
Calls
$2.99M
Puts
$5.03M
Net Calls
-$2.03M
Net Calls Change
+$7.24M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$73.4M
2
Norges Bank
2
Norges Bank
Norway
$102M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$201M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$41M
5
Millennium Management
5
Millennium Management
New York
$38.5M

Top Sellers

1
KCM
1
Kornitzer Capital Management
Kansas
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$168M
3
ICM
3
IronBridge Capital Management
Illinois
$0
4
QI
4
QS Investors
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$43.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$39M 623,087 -119,426 -16%
Millennium Management
27
Millennium Management
New York
$38.5M 615,736 +457,859 +290%
Morgan Stanley
28
Morgan Stanley
New York
$36.7M 586,472 +310,945 +113%
TCIM
29
TIAA CREF Investment Management
New York
$36.6M 584,346 +86,582 +17%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$35M 559,822 +27,030 +5%
Deutsche Bank
31
Deutsche Bank
Germany
$34.8M 556,176 +291,664 +110%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$33.2M 529,921 -14,919 -3%
NAP
33
New Amsterdam Partners
New York
$32.7M 522,883 -4,139 -0.8%
Wells Fargo
34
Wells Fargo
California
$32.3M 516,217 -30,727 -6%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$30.7M 490,333 +6,540 +1%
MAA
36
Managed Account Advisors
New Jersey
$29.9M 478,458 +9,308 +2%
RFC
37
Regions Financial Corp
Alabama
$28.8M 460,396 -10,266 -2%
Charles Schwab
38
Charles Schwab
California
$28.3M 451,378 +13,734 +3%
FCM
39
Frontier Capital Management
Massachusetts
$27.8M 444,730 -17,733 -4%
HIM
40
Hermes Investment Management
United Kingdom
$26.9M 430,204 -63,009 -13%
WCM
41
Wedge Capital Management
North Carolina
$25.9M 413,419 -4,371 -1%
JIM
42
Jupiter Investment Management
United Kingdom
$25.3M 404,786 +106,274 +36%
SFM
43
Systematic Financial Management
New Jersey
$25.2M 402,049 +21,821 +6%
RFC
44
Russell Frank Company
Washington
$24.9M 446,861 +27,481 +7%
Lazard Asset Management
45
Lazard Asset Management
New York
$24.9M 397,239 +76,472 +24%
JHIU
46
Janus Henderson Investors US
Colorado
$24.4M 390,400 +14,400 +4%
AQR Capital Management
47
AQR Capital Management
Connecticut
$24M 383,390 +112,900 +42%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$24M 382,826 +7,700 +2%
GI
49
GAMCO Investors
Connecticut
$23.9M 381,050 -3,200 -0.8%
HCM
50
Hahn Capital Management
California
$23.1M 368,823 +66,985 +22%
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