WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$206M
2
Invesco
2
Invesco
Georgia
$38.4M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$25.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$22.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$177M

Top Sellers

1
LCOV
1
London Company of Virginia
Virginia
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$109M
3
Victory Capital Management
3
Victory Capital Management
Texas
$225K
4
RA
4
Royce & Associates
New York
$791K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
51
Guggenheim Capital
Illinois
$5.04M 214,081 +91,588 +75%
MCM
52
Matarin Capital Management
New York
$4.85M 206,126 +56,024 +37%
Prudential Financial
53
Prudential Financial
New Jersey
$4.59M 194,973 -651,600 -77%
OAC
54
OMERS Administration Corp
Ontario, Canada
$4.4M 187,000 +187,000 New
BG
55
BlackRock Group
United Kingdom
$4.39M 186,692 +118,521 +174%
AIG
56
American International Group
New York
$4.38M 185,994 -3,940 -2%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$4.22M 179,356 +22,874 +15%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$3.98M 168,995 -12,460 -7%
CS
59
Credit Suisse
Switzerland
$3.96M 168,355 -39,397 -19%
Millennium Management
60
Millennium Management
New York
$3.91M 166,212 +35,176 +27%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$3.61M 153,154 – –
DVM
62
Dreman Value Management
Florida
$3.51M 148,941 +148,941 New
Stifel Financial
63
Stifel Financial
Missouri
$3.23M 137,073 -51,524 -27%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$3.17M 134,580 +124,980 +1,302%
Swiss National Bank
65
Swiss National Bank
Switzerland
$3.11M 136,700 +25,100 +22%
GIA
66
Gateway Investment Advisers
Ohio
$2.97M 125,941 -52,723 -30%
Morgan Stanley
67
Morgan Stanley
New York
$2.94M 125,067 -689,059 -85%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.55M 107,834 -466 -0.4%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$2.52M 107,198 +13,192 +14%
Deutsche Bank
70
Deutsche Bank
Germany
$2.52M 107,046 -39,593 -27%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$2.49M 105,920 -6,000 -5%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$2.48M 105,423 -1,218 -1%
QIM
73
Quantitative Investment Management
Virginia
$2.47M 104,800 +104,800 New
PPA
74
Parametric Portfolio Associates
Washington
$2.45M 103,850 +19,108 +23%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$2.35M 100,000 -50,000 -33%
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