WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$15M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$19.5M
3
Millennium Management
3
Millennium Management
New York
$14.3M
4
FP
4
Foundry Partners
Minnesota
$10.3M
5
Citigroup
5
Citigroup
New York
$11.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$202M
2
CC
2
Carlson Capital
Texas
$0
3
Norges Bank
3
Norges Bank
Norway
$17.1M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.7M
5
State Street
5
State Street
Massachusetts
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
51
Two Sigma Advisers
New York
$6.58M 325,401 +21,200 +7%
AL
52
AJO LP
Pennsylvania
$6.45M 319,063 +5,410 +2%
First Trust Advisors
53
First Trust Advisors
Illinois
$6.34M 313,688 -249,642 -44%
Barclays
54
Barclays
United Kingdom
$6.22M 307,659 +223,235 +264%
SDIC
55
South Dakota Investment Council
South Dakota
$6.12M 303,043 – –
SFM
56
Systematic Financial Management
New Jersey
$6.01M 297,535 +43,076 +17%
Federated Hermes
57
Federated Hermes
Pennsylvania
$5.65M 279,330 +54,112 +24%
Barrow, Hanley, Mewhinney & Strauss
58
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.42M 268,253 -728 -0.3%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$5.38M 266,210 +3,968 +2%
BCM
60
BlueCrest Capital Management
Jersey
$4.76M 235,432 +213,158 +957%
AQR Capital Management
61
AQR Capital Management
Connecticut
$4.74M 234,509 -119,695 -34%
Legal & General Group
62
Legal & General Group
United Kingdom
$4.63M 230,397 -1,158 -0.5%
AllianceBernstein
63
AllianceBernstein
Tennessee
$4.37M 216,170 +38,370 +22%
Morgan Stanley
64
Morgan Stanley
New York
$4.21M 208,480 -99,636 -32%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$4.08M 201,881 -14,413 -7%
RJA
66
Raymond James & Associates
Florida
$4.01M 198,622 -157,688 -44%
Wells Fargo
67
Wells Fargo
California
$3.88M 191,842 +13,606 +8%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$3.79M 187,282 – –
CM
69
Crestline Management
Texas
$3.32M 164,312 +164,312 New
QIM
70
Quantitative Investment Management
Virginia
$3.27M 161,600 -33,900 -17%
VIA
71
Vident Investment Advisory
Georgia
$3.24M 160,582 +23,893 +17%
TA
72
Teachers Advisors
New York
$3.05M 150,763 – –
VIG
73
Vienna Insurance Group
Poland
$3.03M 150,000 – –
ACM
74
Argent Capital Management
Missouri
$3.02M 149,625 +675 +0.5%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.96M 146,289 -1,305 -0.9%
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