WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
78
Reduced
73
Closed
22
Calls
$4.88M
Puts
$2.99M
Net Calls
+$1.89M
Net Calls Change
-$6.94M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$24M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.22M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.1M
4
IP
4
Interval Partners
New York
$4.26M
5
PI
5
Putnam Investments
Massachusetts
$4.63M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46M
2
RT
2
Rockland Trust
Massachusetts
$1.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$22.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$53.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$11.3M 563,148 -42,885 -7%
First Trust Advisors
27
First Trust Advisors
Illinois
$10.9M 542,018 +5,792 +1%
SDIC
28
South Dakota Investment Council
South Dakota
$10.6M 529,350 – –
PPA
29
Parametric Portfolio Associates
Washington
$10.4M 517,555 -628 -0.1%
Ameriprise
30
Ameriprise
Minnesota
$10.3M 513,110 +6,701 +1%
GXMC
31
Global X Management Company
New York
$10.1M 501,623 +25,467 +5%
MCM
32
Matarin Capital Management
New York
$10M 498,464 +60,555 +14%
Citadel Advisors
33
Citadel Advisors
Florida
$9.22M 459,390 +459,390 New
CA
34
Continental Advisors
Utah
$8.87M 441,702 +55,000 +14%
Bank of America
35
Bank of America
North Carolina
$8.67M 432,174 -41,501 -9%
FIM
36
Foresters Investment Management
New York
$8.61M 428,800 +300 +0.1%
Prudential Financial
37
Prudential Financial
New Jersey
$7.83M 390,126 +4,167 +1%
RFC
38
Regions Financial Corp
Alabama
$7.7M 383,518 -14,189 -4%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$7.38M 367,497 +15,263 +4%
RJA
40
Raymond James & Associates
Florida
$7.22M 359,722 -11,992 -3%
Morgan Stanley
41
Morgan Stanley
New York
$5.8M 289,116 -828 -0.3%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$5.57M 277,701 +51,000 +22%
Axa
43
Axa
France
$5.41M 269,400 +116,660 +76%
TCIM
44
TIAA CREF Investment Management
New York
$5.1M 254,006 -73,576 -22%
Barrow, Hanley, Mewhinney & Strauss
45
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.02M 250,103 +55,984 +29%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$4.93M 247,639 +36,927 +18%
AP
47
AHL Partners
United Kingdom
$4.73M 235,439 -69,736 -23%
PI
48
Putnam Investments
Massachusetts
$4.63M 230,800 +210,500 +1,037%
Legal & General Group
49
Legal & General Group
United Kingdom
$4.61M 229,740 +6,956 +3%
Federated Hermes
50
Federated Hermes
Pennsylvania
$4.53M 225,546 -43,205 -16%
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