WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
79
Reduced
91
Closed
24
Calls
$3.44M
Puts
$1.19M
Net Calls
+$2.25M
Net Calls Change
+$1.22M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$34.2M
2
Wells Fargo
2
Wells Fargo
California
$24M
3
WI
3
WBI Investments
New Jersey
$9.42M
4
Brown Advisory
4
Brown Advisory
Maryland
$6.85M
5
GLA
5
Great Lakes Advisors
Illinois
$6.11M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$4.72M
2
JIM
2
Jupiter Investment Management
United Kingdom
$7.86M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$3.46M
5
Millennium Management
5
Millennium Management
New York
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
FP
26
Foundry Partners
Minnesota
$15.6M 738,720 +169,340 +30%
MCM
27
Matarin Capital Management
New York
$15.6M 734,487 +186,749 +34%
Deutsche Bank
28
Deutsche Bank
Germany
$13.7M 647,421 -28,491 -4%
Prudential Financial
29
Prudential Financial
New Jersey
$11.4M 539,086 -147,465 -21%
PPA
30
Parametric Portfolio Associates
Washington
$11.2M 527,413 +53,674 +11%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$11.2M 526,889 +208,699 +66%
Goldman Sachs
32
Goldman Sachs
New York
$10.5M 494,607 -35,513 -7%
WI
33
WBI Investments
New Jersey
$9.42M 444,704 +444,704 New
CA
34
Continental Advisors
Utah
$9.25M 436,583 -48,759 -10%
Bank of America
35
Bank of America
North Carolina
$8.65M 408,415 +31,498 +8%
First Trust Advisors
36
First Trust Advisors
Illinois
$8.29M 391,187 +63,840 +20%
Barrow, Hanley, Mewhinney & Strauss
37
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.01M 378,165 +109,239 +41%
KBC Group
38
KBC Group
Belgium
$8M 377,772 +28,848 +8%
RFC
39
Regions Financial Corp
Alabama
$7.87M 371,653 -835 -0.2%
JIM
40
Jupiter Investment Management
United Kingdom
$7.86M 371,052 -419,856 -53%
Axa
41
Axa
France
$7.61M 359,300 -30,000 -8%
AQR Capital Management
42
AQR Capital Management
Connecticut
$7.57M 357,329 +54,230 +18%
Brown Advisory
43
Brown Advisory
Maryland
$6.85M 323,266 +323,266 New
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$6.84M 323,040 +47,774 +17%
GLA
45
Great Lakes Advisors
Illinois
$6.11M 288,529 +288,529 New
Two Sigma Advisers
46
Two Sigma Advisers
New York
$6.1M 288,001 -2,300 -0.8%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$6.1M 287,820 -15,122 -5%
SFM
48
Systematic Financial Management
New Jersey
$5.79M 273,362 -31,486 -10%
Federated Hermes
49
Federated Hermes
Pennsylvania
$5.62M 265,276 -449 -0.2%
HA
50
Heartland Advisors
Wisconsin
$5.55M 261,850 -100 -0%
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