WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
307
Holders Change
-27
Holders Change %
-8.08%
% of All Funds
8.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$109M
3
Invesco
3
Invesco
Georgia
$40M
4
BIT
4
BlackRock Institutional Trust
California
$154M
5
American Century Companies
5
American Century Companies
Missouri
$42M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$24.7M
2
AL
2
AJO LP
Pennsylvania
$86M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$24.3M
4
Norges Bank
4
Norges Bank
Norway
$44.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ESCM
51
Echo Street Capital Management
New York
$16.1M 310,921 +310,921 New
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$16M 310,273 +59,879 +24%
RA
53
Royce & Associates
New York
$15.5M 299,405 -327,632 -52%
NAP
54
New Amsterdam Partners
New York
$14.3M 275,810 -247,073 -47%
TCIM
55
TIAA CREF Investment Management
New York
$13.8M 266,928 -317,418 -54%
Macquarie Group
56
Macquarie Group
Australia
$13.3M 257,909 +7,450 +3%
Marshall Wace
57
Marshall Wace
United Kingdom
$13.3M 257,008 +81,359 +46%
FIM
58
Foresters Investment Management
New York
$13.2M 255,550 – –
Two Sigma Investments
59
Two Sigma Investments
New York
$13.1M 253,867 +253,867 New
WMSA
60
Weiss Multi-Strategy Advisers
New York
$12.9M 250,000 +250,000 New
IA
61
Icon Advisers
Colorado
$12.9M 249,872 +94,100 +60%
Charles Schwab
62
Charles Schwab
California
$12.9M 248,850 -202,528 -45%
Capital Fund Management (CFM)
63
Capital Fund Management (CFM)
France
$12.4M 240,232 +55,843 +30%
MCM
64
Munder Capital Management
Michigan
$12.3M 238,205 -74,056 -24%
BIM
65
BlackRock Investment Management
Delaware
$11.9M 231,067 -2,460 -1%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$11.7M 226,621 +1,465 +0.7%
SFM
67
Systematic Financial Management
New Jersey
$11.7M 226,432 -175,617 -44%
CS
68
Credit Suisse
Switzerland
$10.7M 207,938 +20,929 +11%
GC
69
Guggenheim Capital
Illinois
$10.4M 202,121 +4,637 +2%
EIP
70
Epoch Investment Partners
New York
$10.4M 200,390 -1,977 -1%
PG
71
PEAK6 Group
Illinois
$10.3M 200,000 +194,329 +3,427%
GAM
72
Gotham Asset Management
New York
$10.2M 197,913 +126,950 +179%
OAC
73
OMERS Administration Corp
Ontario, Canada
$9.62M 186,100 +53,500 +40%
ACA
74
Anchor Capital Advisors
Massachusetts
$9.48M 183,474 -68,036 -27%
ClearBridge Investments
75
ClearBridge Investments
New York
$9.48M 183,381 +586 +0.3%
1 2
3
4 5