WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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245 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 34 closing their positions.

Holders
245
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
77
Reduced
91
Closed
34
Calls
$2.24M
Puts
$1.08M
Net Calls
+$1.16M
Net Calls Change
-$1.08M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.4M
2
APG Asset Management
2
APG Asset Management
Netherlands
$15.8M
3
Brown Advisory
3
Brown Advisory
Maryland
$16.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$27.5M
5
BCM
5
Bridgeway Capital Management
Texas
$7.43M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.04M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.36M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72.3M
4
WI
4
WBI Investments
New Jersey
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$4.21M 232,871 +37,526 +19%
SFM
52
Systematic Financial Management
New Jersey
$4.21M 232,814 -40,548 -15%
Hotchkis & Wiley Capital Management
53
Hotchkis & Wiley Capital Management
California
$3.99M 220,924 -28,515 -11%
AllianceBernstein
54
AllianceBernstein
Tennessee
$3.8M 210,330 -900 -0.4%
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$3.64M 201,310 +201,310 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$3.6M 198,805 +27,407 +16%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$3.53M 194,982 -300 -0.2%
Renaissance Technologies
58
Renaissance Technologies
New York
$3.37M 186,500 -27,456 -13%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$3.36M 185,708 -992,836 -84%
RJA
60
Raymond James & Associates
Florida
$3.34M 184,876 -9,007 -5%
Citigroup
61
Citigroup
New York
$3.12M 172,773 +34,668 +25%
Morgan Stanley
62
Morgan Stanley
New York
$3.11M 172,019 -2,562 -1%
Man Group
63
Man Group
United Kingdom
$2.92M 161,599 -52,701 -25%
Prudential Financial
64
Prudential Financial
New Jersey
$2.92M 161,352 -377,734 -70%
TCIM
65
TIAA CREF Investment Management
New York
$2.85M 157,388 -5,985 -4%
TA
66
Teachers Advisors
New York
$2.81M 155,193 +1,114 +0.7%
CEP
67
Chicago Equity Partners
Illinois
$2.74M 151,370 +134,040 +773%
KBC Group
68
KBC Group
Belgium
$2.7M 149,442 -228,330 -60%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$2.69M 149,005 +80,880 +119%
GIA
70
Gateway Investment Advisers
Ohio
$2.69M 148,872 +380 +0.3%
VIA
71
Vident Investment Advisory
Georgia
$2.69M 148,625 -53,235 -26%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$2.59M 143,282 +92,730 +183%
Swiss National Bank
73
Swiss National Bank
Switzerland
$2.55M 141,000 -4,500 -3%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.33M 128,648 +2,960 +2%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.21M 122,047 -13,600 -10%
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