WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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297 hedge funds and large institutions have $3.62B invested in Waddell & Reed Financial, Inc. in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
9.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
112
Reduced
101
Closed
28
Calls
$4.89M
Puts
$2.49M
Net Calls
+$2.4M
Net Calls Change
+$1.53M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$154M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.2M
4
NAP
4
New Amsterdam Partners
New York
$27.4M
5
HCM
5
Herndon Capital Management
Georgia
$196M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$286K
2
TCP
2
TAMRO Capital Partners
Virginia
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$11.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$721K
5
RA
5
Royce & Associates
New York
$41.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ClearBridge Investments
51
ClearBridge Investments
New York
$14.9M 289,343 -12,188 -4%
AL
52
AJO LP
Pennsylvania
$14.9M 288,800 -162,100 -36%
CCM
53
Century Capital Management
Massachusetts
$14.2M 276,793 -48,091 -15%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$14.2M 275,845 +101,015 +58%
SIA
55
Sit Investment Associates
Minnesota
$14M 272,400 – –
KAM
56
Keeley Asset Management
Illinois
$13.6M 263,236 +9,595 +4%
FIM
57
Foresters Investment Management
New York
$13.1M 254,500 +79,500 +45%
NTCOC
58
Northern Trust Company of Connecticut
Connecticut
$12.9M 249,871 -31,523 -11%
BA
59
Boston Advisors
Massachusetts
$12.7M 246,852 -76,941 -24%
BIM
60
BlackRock Investment Management
Delaware
$12.5M 242,116 +22,944 +10%
VNIM
61
Vaughan Nelson Investment Management
Texas
$11.8M 230,175 +10,900 +5%
Macquarie Group
62
Macquarie Group
Australia
$11.8M 229,790 – –
Canada Life
63
Canada Life
Manitoba, Canada
$11.5M 223,178 -10,529 -5%
Deutsche Bank
64
Deutsche Bank
Germany
$11.4M 220,802 -529,620 -71%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$11.1M 216,555 +2,050 +1%
UBS AM
66
UBS AM
Illinois
$11M 213,591 +24,391 +13%
PAM
67
Panagora Asset Management
Massachusetts
$10.9M 212,641 +70,970 +50%
BG
68
BlackRock Group
United Kingdom
$10.7M 208,288 +161,720 +347%
GT
69
Glenmede Trust
Pennsylvania
$10.7M 207,950 +15,093 +8%
Nuveen Asset Management
70
Nuveen Asset Management
Illinois
$10.3M 200,078 -72,167 -27%
Charles Schwab
71
Charles Schwab
California
$10.3M 196,695 +14,079 +8%
ACM
72
Argent Capital Management
Missouri
$10.3M 199,465 +2,535 +1%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$9.83M 190,954 -12,900 -6%
NFA
74
Nationwide Fund Advisors
Ohio
$9.34M 181,418 +2,669 +1%
AIG
75
American International Group
New York
$9.32M 180,998 +731 +0.4%
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