WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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329 hedge funds and large institutions have $4.61B invested in Waddell & Reed Financial, Inc. in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
+32
Holders Change %
+10.77%
% of All Funds
9.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
59
Increased
100
Reduced
135
Closed
24
Calls
$1.59M
Puts
$5.09M
Net Calls
-$3.5M
Net Calls Change
-$5.9M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$197M
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$50M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$338M
4
FAM
4
Fred Alger Management
New York
$27.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$31.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$279M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.34M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$19.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$84.9M
5
KCM
5
Kornitzer Capital Management
Kansas
$68.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
51
Hahn Capital Management
California
$19.5M 299,147 -142,217 -32%
ACA
52
Anchor Capital Advisors
Massachusetts
$19M 291,577 -35,615 -11%
Deutsche Bank
53
Deutsche Bank
Germany
$18.3M 281,551 +60,749 +28%
SIA
54
Sit Investment Associates
Minnesota
$18M 277,000 +4,600 +2%
CEP
55
Chicago Equity Partners
Illinois
$17.7M 271,210 +166,230 +158%
Morgan Stanley
56
Morgan Stanley
New York
$17.5M 268,237 +112,670 +72%
KAM
57
Keeley Asset Management
Illinois
$17.4M 267,571 +4,335 +2%
LCP
58
Lombardia Capital Partners
California
$17M 261,760 -301,770 -54%
USAA
59
United Services Automobile Association
Texas
$16.9M 259,390 +138,900 +115%
AQR Capital Management
60
AQR Capital Management
Connecticut
$16.9M 259,300 +115,900 +81%
FIM
61
Foresters Investment Management
New York
$16.6M 255,300 +800 +0.3%
PAM
62
Panagora Asset Management
Massachusetts
$16.3M 250,890 +38,249 +18%
Macquarie Group
63
Macquarie Group
Australia
$16.1M 246,830 +17,040 +7%
BIM
64
BlackRock Investment Management
Delaware
$15.6M 239,048 -3,068 -1%
NTCOC
65
Northern Trust Company of Connecticut
Connecticut
$15.5M 237,430 -12,441 -5%
UBS AM
66
UBS AM
Illinois
$15.4M 236,657 +23,066 +11%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$14.4M 220,600 +50,600 +30%
JIM
68
Jupiter Investment Management
United Kingdom
$14.3M 220,179 +159,669 +264%
Charles Schwab
69
Charles Schwab
California
$14.2M 217,431 +20,736 +11%
Millennium Management
70
Millennium Management
New York
$14.1M 216,061 +216,061 New
GT
71
Glenmede Trust
Pennsylvania
$13.5M 206,554 -1,396 -0.7%
GC
72
Guggenheim Capital
Illinois
$13.4M 205,557 +57,316 +39%
Canada Life
73
Canada Life
Manitoba, Canada
$13.3M 204,278 -18,900 -8%
ACM
74
Argent Capital Management
Missouri
$13.2M 202,425 +2,960 +1%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$13.1M 201,474 -74,371 -27%
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