WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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327 hedge funds and large institutions have $5.25B invested in Waddell & Reed Financial, Inc. in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 35 closing their positions.

Holders
327
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
9.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
123
Reduced
126
Closed
35
Calls
$3.78M
Puts
$13.1M
Net Calls
-$9.28M
Net Calls Change
-$5.78M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$183M
2
Prudential Financial
2
Prudential Financial
New Jersey
$54.7M
3
QI
3
QS Investors
New York
$24.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$405M
5
Northern Trust
5
Northern Trust
Illinois
$85.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$40.1M
3
FAM
3
Fred Alger Management
New York
$7.82M
4
LCP
4
Lombardia Capital Partners
California
$0
5
EIP
5
Epoch Investment Partners
New York
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
51
Hahn Capital Management
California
$22.2M 301,838 +2,691 +0.9%
JIM
52
Jupiter Investment Management
United Kingdom
$22M 298,512 +78,333 +36%
USAA
53
United Services Automobile Association
Texas
$21.2M 287,728 +28,338 +11%
UBS AM
54
UBS AM
Illinois
$20.8M 282,597 +45,940 +19%
SIA
55
Sit Investment Associates
Minnesota
$20.4M 277,000 – –
Morgan Stanley
56
Morgan Stanley
New York
$20.3M 275,527 +7,290 +3%
PP
57
Prudential plc
United Kingdom
$20.2M 274,652 -95,133 -26%
PAM
58
Panagora Asset Management
Massachusetts
$20.2M 274,194 +23,304 +9%
ACA
59
Anchor Capital Advisors
Massachusetts
$20.2M 274,102 -17,475 -6%
JAM
60
Jupiter Asset Management
United Kingdom
$20M 271,882 +178,929 +192%
AQR Capital Management
61
AQR Capital Management
Connecticut
$19.9M 270,490 +11,190 +4%
KAM
62
Keeley Asset Management
Illinois
$19.7M 266,950 -621 -0.2%
Deutsche Bank
63
Deutsche Bank
Germany
$19.5M 264,512 -17,039 -6%
FIM
64
Foresters Investment Management
New York
$18.8M 255,150 -150 -0.1%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$18.1M 246,366 +44,892 +22%
Macquarie Group
66
Macquarie Group
Australia
$17.9M 242,756 -4,074 -2%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$17.7M 240,700 +20,100 +9%
BIM
68
BlackRock Investment Management
Delaware
$17.3M 235,196 -3,852 -2%
GT
69
Glenmede Trust
Pennsylvania
$16.6M 226,111 +19,557 +9%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$16.2M 219,825 -82,718 -27%
First Trust Advisors
71
First Trust Advisors
Illinois
$16.1M 218,255 +68,800 +46%
FQ
72
First Quadrant
California
$15.9M 216,000 +85,000 +65%
GC
73
Guggenheim Capital
Illinois
$15.7M 213,191 +7,634 +4%
ACM
74
Argent Capital Management
Missouri
$15.7M 212,675 +10,250 +5%
EIP
75
Epoch Investment Partners
New York
$15M 203,110 -213,375 -51%
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