WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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289 hedge funds and large institutions have $3.46B invested in Waddell & Reed Financial, Inc. in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 37 closing their positions.

Holders
289
Holders Change
-7
Holders Change %
-2.36%
% of All Funds
7.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
125
Reduced
85
Closed
37
Calls
$3.42M
Puts
$1.66M
Net Calls
+$1.77M
Net Calls Change
+$36K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$77.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$290M
3
RA
3
Royce & Associates
New York
$98.7M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$18.1M
5
HCM
5
Herndon Capital Management
Georgia
$151M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$395M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.49M
3
Ameriprise
3
Ameriprise
Minnesota
$20.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$82.4M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
51
BlackRock Investment Management
Delaware
$11.5M 243,009 +15,695 +7%
Bank of America
52
Bank of America
North Carolina
$11.4M 240,366 -43,542 -15%
SFM
53
Systematic Financial Management
New Jersey
$10.8M 228,851 +38,039 +20%
Morgan Stanley
54
Morgan Stanley
New York
$10.7M 225,869 +61,599 +37%
Deutsche Bank
55
Deutsche Bank
Germany
$10.5M 222,725 -42,566 -16%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$10.4M 219,834 -24,398 -10%
IGIM
57
I.G. Investment Management
Manitoba, Canada
$9.86M 208,300 – –
Stifel Financial
58
Stifel Financial
Missouri
$9.45M 200,058 +65,251 +48%
MPAM
59
Monarch Partners Asset Management
Massachusetts
$9.38M 198,248 +54,601 +38%
GIA
60
Gateway Investment Advisers
Ohio
$8.87M 187,516 -112 -0.1%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$8.18M 172,976 +12,084 +8%
NFA
62
Nationwide Fund Advisors
Ohio
$8.15M 172,299 -5,737 -3%
FAAS
63
First Allied Advisory Services
California
$8.12M 170,048 +170,048 New
HCM
64
Hahn Capital Management
California
$7.95M 167,995 -207,366 -55%
AIG
65
American International Group
New York
$7.92M 167,376 +1,290 +0.8%
GC
66
Guggenheim Capital
Illinois
$7.58M 160,179 +23,153 +17%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$7.28M 153,921 -2,138 -1%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$7.25M 153,154 -5,400 -3%
SDIC
69
South Dakota Investment Council
South Dakota
$7.22M 152,500 +6,300 +4%
CCM
70
Copeland Capital Management
Pennsylvania
$6.86M 144,930 +127,264 +720%
Massachusetts Financial Services
71
Massachusetts Financial Services
Massachusetts
$6.85M 144,843 +10,143 +8%
FCM
72
Frontier Capital Management
Massachusetts
$6.66M 140,724 +465 +0.3%
First Trust Advisors
73
First Trust Advisors
Illinois
$6.53M 138,028 +80,473 +140%
UBS AM
74
UBS AM
Illinois
$6.44M 136,070 -126,218 -48%
ACA
75
Anchor Capital Advisors
Massachusetts
$6.42M 135,588 -2,645 -2%
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