WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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296 hedge funds and large institutions have $3.63B invested in Waddell & Reed Financial, Inc. in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 59 closing their positions.

Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
7.9%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
93
Reduced
116
Closed
59
Calls
$2.27M
Puts
$540K
Net Calls
+$1.73M
Net Calls Change
+$540K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$284M
2
LCOV
2
London Company of Virginia
Virginia
$149M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$60.4M
4
HCM
4
Hamlin Capital Management
New York
$47.7M
5
RA
5
Royce & Associates
New York
$83.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
BIT
2
BlackRock Institutional Trust
California
$120M
3
Millennium Management
3
Millennium Management
New York
$13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIM
26
Hermes Investment Management
United Kingdom
$30.8M 622,079 +75,959 +14%
Wells Fargo
27
Wells Fargo
California
$29.4M 593,709 -45,533 -7%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$28.4M 574,051 +44,332 +8%
Goldman Sachs
29
Goldman Sachs
New York
$25.6M 515,894 +17,989 +4%
AAMU
30
AEGON Asset Management (UK)
United Kingdom
$24.4M 491,926 +429,778 +692%
EIP
31
Epoch Investment Partners
New York
$23.4M 472,531 +15,005 +3%
RFC
32
Regions Financial Corp
Alabama
$22.6M 456,965 -1,153 -0.3%
Renaissance Technologies
33
Renaissance Technologies
New York
$20.2M 407,300 -366,800 -47%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$20.1M 406,301 +171,571 +73%
LCP
35
Lombardia Capital Partners
California
$19.3M 388,914 +388,914 New
GI
36
GAMCO Investors
Connecticut
$18.9M 380,850 +8,450 +2%
HCM
37
Hahn Capital Management
California
$18.6M 375,361 -59,764 -14%
WCM
38
Wedge Capital Management
North Carolina
$18.4M 370,819 -31,624 -8%
Prudential Financial
39
Prudential Financial
New Jersey
$17.9M 361,873 -290,990 -45%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$16.8M 338,534 -70,223 -17%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$16.3M 329,006 +279,328 +562%
Charles Schwab
42
Charles Schwab
California
$15.7M 316,812 +41,723 +15%
Bank of America
43
Bank of America
North Carolina
$14.1M 283,908 -369,305 -57%
GAM
44
Gotham Asset Management
New York
$14M 283,358 +25,214 +10%
BAM
45
Burgundy Asset Management
Ontario, Canada
$13.7M 276,473 +276,473 New
ACM
46
Argent Capital Management
Missouri
$13.5M 273,355 +144,965 +113%
Deutsche Bank
47
Deutsche Bank
Germany
$13.1M 265,291 -218,922 -45%
Millennium Management
48
Millennium Management
New York
$13M 262,285 -505,530 -66%
UBS AM
49
UBS AM
Illinois
$13M 262,288 -28,700 -10%
WI
50
WBI Investments
New Jersey
$13M 261,856 -147,925 -36%
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