WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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245 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 34 closing their positions.

Holders
245
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
77
Reduced
91
Closed
34
Calls
$2.24M
Puts
$1.08M
Net Calls
+$1.16M
Net Calls Change
-$1.08M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.4M
2
APG Asset Management
2
APG Asset Management
Netherlands
$15.8M
3
Brown Advisory
3
Brown Advisory
Maryland
$16.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$27.5M
5
BCM
5
Bridgeway Capital Management
Texas
$7.43M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.04M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.36M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72.3M
4
WI
4
WBI Investments
New Jersey
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$14.1M 778,198 -24,962 -3%
MCM
27
Matarin Capital Management
New York
$13.5M 744,941 +10,454 +1%
Principal Financial Group
28
Principal Financial Group
Iowa
$13M 719,113 -44,039 -6%
PPA
29
Parametric Portfolio Associates
Washington
$10.8M 597,431 +70,018 +13%
HA
30
Heartland Advisors
Wisconsin
$10.2M 562,550 +300,700 +115%
JIM
31
Jupiter Investment Management
United Kingdom
$9.86M 545,485 +174,433 +47%
First Trust Advisors
32
First Trust Advisors
Illinois
$8.97M 495,941 +104,754 +27%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$7.73M 428,287 +105,247 +33%
Bank of America
34
Bank of America
North Carolina
$7.57M 418,713 +10,298 +3%
CA
35
Continental Advisors
Utah
$7.46M 412,483 -24,100 -6%
BCM
36
Bridgeway Capital Management
Texas
$7.43M 410,800 +317,800 +342%
RFC
37
Regions Financial Corp
Alabama
$6.72M 371,653 – –
AQR Capital Management
38
AQR Capital Management
Connecticut
$6.7M 370,453 +13,124 +4%
GLA
39
Great Lakes Advisors
Illinois
$6.3M 348,299 +59,770 +21%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$6.24M 344,892 +56,891 +20%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$6.2M 342,668 -184,221 -35%
Axa
42
Axa
France
$6M 332,100 -27,200 -8%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$4.98M 275,683 -12,137 -4%
Deutsche Bank
44
Deutsche Bank
Germany
$4.89M 270,647 -376,774 -58%
Federated Hermes
45
Federated Hermes
Pennsylvania
$4.73M 261,378 -3,898 -1%
Barrow, Hanley, Mewhinney & Strauss
46
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.71M 260,462 -117,703 -31%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$4.65M 256,988 +7,720 +3%
SDIC
48
South Dakota Investment Council
South Dakota
$4.57M 252,900 – –
American Century Companies
49
American Century Companies
Missouri
$4.54M 251,125 +220,127 +710%
Legal & General Group
50
Legal & General Group
United Kingdom
$4.35M 241,611 +1,360 +0.6%
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