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 %
Prudential Financial
26
Prudential Financial
New Jersey
$30.4M 587,663 -35,424 -6%
Renaissance Technologies
27
Renaissance Technologies
New York
$29.5M 571,400 -83,100 -13%
JIM
28
Jupiter Investment Management
United Kingdom
$28.9M 558,597 +153,811 +38%
Goldman Sachs
29
Goldman Sachs
New York
$26.7M 515,820 +173,694 +51%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$25.9M 501,456 +11,123 +2%
Jennison Associates
31
Jennison Associates
New York
$24.7M 477,637 -2,970,030 -86%
Principal Financial Group
32
Principal Financial Group
Iowa
$24.3M 469,458 -840,062 -64%
RFC
33
Regions Financial Corp
Alabama
$23.6M 457,026 -3,370 -0.7%
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$22.6M 438,024 -249,647 -36%
Deutsche Bank
35
Deutsche Bank
Germany
$22.3M 431,468 -124,708 -22%
FCM
36
Frontier Capital Management
Massachusetts
$22.2M 430,063 -14,667 -3%
DC
37
Davenport & Co
Virginia
$22M 425,650 +425,650 New
HIM
38
Hermes Investment Management
United Kingdom
$21.9M 422,951 -7,253 -2%
AQR Capital Management
39
AQR Capital Management
Connecticut
$21.2M 410,026 +26,636 +7%
WCM
40
Wedge Capital Management
North Carolina
$21.1M 408,783 -4,636 -1%
MAA
41
Managed Account Advisors
New Jersey
$21M 406,771 -71,687 -15%
HCM
42
Hahn Capital Management
California
$20.5M 396,514 +27,691 +8%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$19.7M 381,926 -900 -0.2%
GI
44
GAMCO Investors
Connecticut
$19.6M 379,240 -1,810 -0.5%
KCM
45
Kames Capital Management
United Kingdom
$18.6M 359,661 +5,658 +2%
WI
46
WBI Investments
New Jersey
$18.2M 351,786 +351,786 New
GIA
47
Gateway Investment Advisers
Ohio
$17.8M 343,748 -6,687 -2%
FQ
48
First Quadrant
California
$17.4M 335,900 – –
SIA
49
Sit Investment Associates
Minnesota
$16.6M 320,700 +16,000 +5%
UBS AM
50
UBS AM
Illinois
$16.4M 317,619 +83,002 +35%
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