WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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296 hedge funds and large institutions have $3.63B invested in Waddell & Reed Financial, Inc. in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 59 closing their positions.

Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
7.9%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
93
Reduced
116
Closed
59
Calls
$2.27M
Puts
$540K
Net Calls
+$1.73M
Net Calls Change
+$540K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$284M
2
LCOV
2
London Company of Virginia
Virginia
$149M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$60.4M
4
HCM
4
Hamlin Capital Management
New York
$47.7M
5
RA
5
Royce & Associates
New York
$83.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
BIT
2
BlackRock Institutional Trust
California
$120M
3
Millennium Management
3
Millennium Management
New York
$13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Macquarie Group
51
Macquarie Group
Australia
$12.8M 257,953 +44 +0%
FIM
52
Foresters Investment Management
New York
$12.7M 256,400 +350 +0.1%
Principal Financial Group
53
Principal Financial Group
Iowa
$12.4M 250,213 -185,276 -43%
WMSA
54
Weiss Multi-Strategy Advisers
New York
$12.4M 250,000 -200,000 -44%
AQR Capital Management
55
AQR Capital Management
Connecticut
$11.8M 239,170 -190,900 -44%
BIM
56
BlackRock Investment Management
Delaware
$11.3M 227,314 +652 +0.3%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$11.2M 225,626 -140,999 -38%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$11.1M 244,232 – –
TCIM
59
TIAA CREF Investment Management
New York
$11.1M 223,708 -47,505 -18%
IGIM
60
I.G. Investment Management
Manitoba, Canada
$10.3M 208,300 +16,500 +9%
SFM
61
Systematic Financial Management
New Jersey
$9.45M 190,812 -2,746 -1%
GIA
62
Gateway Investment Advisers
Ohio
$9.3M 187,628 -232 -0.1%
NFA
63
Nationwide Fund Advisors
Ohio
$8.82M 178,036 -318 -0.2%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.72M 176,006 +118,959 +209%
IA
65
Icon Advisers
Colorado
$8.65M 174,500 -69,272 -28%
AIG
66
American International Group
New York
$8.23M 166,086 +1,571 +1%
Morgan Stanley
67
Morgan Stanley
New York
$8.14M 164,270 -330,100 -67%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$7.97M 160,892 +42,594 +36%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$7.86M 158,554 -1,200 -0.8%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$7.73M 156,059 -2,800 -2%
Two Sigma Investments
71
Two Sigma Investments
New York
$7.47M 150,851 -92,896 -38%
SDIC
72
South Dakota Investment Council
South Dakota
$7.24M 146,200 +17,330 +13%
CS
73
Credit Suisse
Switzerland
$7.18M 144,871 -52,730 -27%
Boston Partners
74
Boston Partners
Massachusetts
$7.13M 144,000 +6,800 +5%
MPAM
75
Monarch Partners Asset Management
Massachusetts
$7.12M 143,647 -20,525 -13%
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