WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
116
Reduced
82
Closed
40
Calls
$4.78M
Puts
$8.14M
Net Calls
-$3.36M
Net Calls Change
-$5.37M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$39.7M
2
HCM
2
Herndon Capital Management
Georgia
$115M
3
EIP
3
Epoch Investment Partners
New York
$33.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.3M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
RA
3
Royce & Associates
New York
$24.6M
4
TAM
4
Tiverton Asset Management
Delaware
$3.45M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$5.2M 181,455 +1,220 +0.7%
CA
52
Continental Advisors
Utah
$5.18M 180,782 +66,366 +58%
SFM
53
Systematic Financial Management
New Jersey
$5.18M 180,582 -58,812 -25%
GIA
54
Gateway Investment Advisers
Ohio
$5.12M 178,664 -8,666 -5%
DIA
55
Dean Investment Associates
Ohio
$4.66M 162,655 +96,935 +147%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$4.49M 156,482 +2,456 +2%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$4.39M 153,154 – –
MCM
58
Matarin Capital Management
New York
$4.3M 150,102 +27,001 +22%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$4.3M 150,000 – –
HCM
60
Highbridge Capital Management
New York
$4.25M 148,236 +148,236 New
VOYA Investment Management
61
VOYA Investment Management
Georgia
$4.24M 147,801 +82,218 +125%
Deutsche Bank
62
Deutsche Bank
Germany
$4.2M 146,639 -59,718 -29%
ACM
63
Argent Capital Management
Missouri
$3.86M 134,573 -141,602 -51%
FIM
64
Foresters Investment Management
New York
$3.84M 134,000 -125,500 -48%
Millennium Management
65
Millennium Management
New York
$3.76M 131,036 +29,008 +28%
GC
66
Guggenheim Capital
Illinois
$3.51M 122,493 -30,301 -20%
TAM
67
Tiverton Asset Management
Delaware
$3.45M 120,500 -679,500 -85%
BIM
68
Bogle Investment Management
Massachusetts
$3.36M 117,400 +117,400 New
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$3.21M 111,920 -13,220 -11%
Swiss National Bank
70
Swiss National Bank
Switzerland
$3.2M 111,600 – –
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$3.06M 106,641 +442 +0.4%
MPM
72
Meritage Portfolio Management
Kansas
$3.01M 104,880 +19,300 +23%
Luther King Capital Management (LKCM)
73
Luther King Capital Management (LKCM)
Texas
$2.82M 98,278 -72,267 -42%
BA
74
BlackRock Advisors
Delaware
$2.75M 95,818 +76,547 +397%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.69M 94,006 +14,965 +19%
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