WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
78
Reduced
73
Closed
22
Calls
$4.88M
Puts
$2.99M
Net Calls
+$1.89M
Net Calls Change
-$6.94M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$24M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.22M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.1M
4
IP
4
Interval Partners
New York
$4.26M
5
PI
5
Putnam Investments
Massachusetts
$4.63M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46M
2
RT
2
Rockland Trust
Massachusetts
$1.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$22.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$53.7M
Name Market Value Shares Shares
Change 		Shares
Change %
IP
51
Interval Partners
New York
$4.26M 212,240 +212,240 New
SCM
52
Sterneck Capital Management
Missouri
$4.06M 202,076 -26,707 -12%
SFM
53
Systematic Financial Management
New Jersey
$4.03M 200,951 -20,012 -9%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$3.83M 190,653 -3,930 -2%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$3.76M 187,282 – –
Wells Fargo
56
Wells Fargo
California
$3.74M 186,379 +56,307 +43%
QIM
57
Quantitative Investment Management
Virginia
$3.73M 185,700 +185,700 New
UBS Group
58
UBS Group
Switzerland
$3.51M 174,745 +17,683 +11%
Renaissance Technologies
59
Renaissance Technologies
New York
$3.42M 170,300 +170,300 New
GC
60
Guggenheim Capital
Illinois
$3.4M 169,428 +42,711 +34%
Robeco Institutional Asset Management
61
Robeco Institutional Asset Management
Netherlands
$3.29M 164,092 – –
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$3.18M 158,517 +158,517 New
VIG
63
Vienna Insurance Group
Poland
$3.01M 150,000 – –
TA
64
Teachers Advisors
New York
$3M 149,290 -1,234 -0.8%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.83M 141,100 – –
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.74M 136,611 -7,405 -5%
BCM
67
Bridgeway Capital Management
Texas
$2.67M 133,000 +133,000 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$2.55M 127,276 – –
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$2.55M 127,047 +5,916 +5%
VIA
70
Vident Investment Advisory
Georgia
$2.53M 125,807 +125,807 New
AllianceBernstein
71
AllianceBernstein
Tennessee
$2.49M 124,170 – –
Canada Life
72
Canada Life
Manitoba, Canada
$2.27M 113,941 -5,706 -5%
GIA
73
Gateway Investment Advisers
Ohio
$2.21M 110,035 -52,170 -32%
CS
74
Credit Suisse
Switzerland
$2.19M 108,862 +51,990 +91%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$2.06M 102,542 – –
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