WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
116
Reduced
82
Closed
40
Calls
$4.78M
Puts
$8.14M
Net Calls
-$3.36M
Net Calls Change
-$5.37M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$39.7M
2
HCM
2
Herndon Capital Management
Georgia
$115M
3
EIP
3
Epoch Investment Partners
New York
$33.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.3M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
RA
3
Royce & Associates
New York
$24.6M
4
TAM
4
Tiverton Asset Management
Delaware
$3.45M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIM
26
Hermes Investment Management
United Kingdom
$18.7M 653,503 +24,535 +4%
HCM
27
Hodges Capital Management
Texas
$18.4M 641,731 +190,761 +42%
First Trust Advisors
28
First Trust Advisors
Illinois
$16.5M 575,803 +182,148 +46%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$16.3M 568,871 +52,610 +10%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$15.4M 537,196 -451,659 -46%
TCIM
31
TIAA CREF Investment Management
New York
$14.5M 506,992 +64,478 +15%
Invesco
32
Invesco
Georgia
$14.4M 502,273 -500,144 -50%
Macquarie Group
33
Macquarie Group
Australia
$14.2M 494,942 +171,698 +53%
Ameriprise
34
Ameriprise
Minnesota
$14M 488,150 +32,663 +7%
RFC
35
Regions Financial Corp
Alabama
$12.8M 445,142 -4,832 -1%
GAM
36
Gotham Asset Management
New York
$11.6M 406,035 +63,914 +19%
Charles Schwab
37
Charles Schwab
California
$11.6M 404,603 +33,210 +9%
GI
38
GAMCO Investors
Connecticut
$11.3M 393,500 -4,680 -1%
AQR Capital Management
39
AQR Capital Management
Connecticut
$11M 383,009 +127,786 +50%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$10.3M 358,684 -17,543 -5%
BAM
41
Burgundy Asset Management
Ontario, Canada
$10.1M 351,980 -3,152 -0.9%
Renaissance Technologies
42
Renaissance Technologies
New York
$9.96M 347,500 +299,400 +622%
SDIC
43
South Dakota Investment Council
South Dakota
$8.98M 313,400 +133,700 +74%
Principal Financial Group
44
Principal Financial Group
Iowa
$7.66M 267,175 +6,483 +2%
BIM
45
BlackRock Investment Management
Delaware
$7.55M 263,545 +26,401 +11%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$6.6M 230,434 +11,600 +5%
NFA
47
Nationwide Fund Advisors
Ohio
$6.22M 216,922 +46,554 +27%
CS
48
Credit Suisse
Switzerland
$5.95M 207,752 +73,237 +54%
AIG
49
American International Group
New York
$5.44M 189,934 -8,109 -4%
Stifel Financial
50
Stifel Financial
Missouri
$5.4M 188,597 -3,196 -2%
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