WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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246 hedge funds and large institutions have $1.35B invested in Waddell & Reed Financial, Inc. in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
71
Reduced
102
Closed
30
Calls
$659K
Puts
$11.4M
Net Calls
-$10.7M
Net Calls Change
-$11.9M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$31.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.1M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$7.99M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.32M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$11.5M

Top Sellers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.8M
2
State Street
2
State Street
Massachusetts
$40M
3
JIM
3
Jupiter Investment Management
United Kingdom
$3.35M
4
FIM
4
Foresters Investment Management
New York
$10.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$275K
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
51
Axa
France
$3.83M 221,700 -110,400 -33%
Man Group
52
Man Group
United Kingdom
$3.67M 212,387 +50,788 +31%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$3.59M 207,710 -67,973 -25%
RJA
54
Raymond James & Associates
Florida
$3.43M 198,613 +13,737 +7%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$3.37M 194,882 -100 -0.1%
JIM
56
Jupiter Investment Management
United Kingdom
$3.35M 194,034 -351,451 -64%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$3.34M 192,912 +49,630 +35%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$3.3M 190,633 -8,172 -4%
AllianceBernstein
59
AllianceBernstein
Tennessee
$3.27M 189,160 -21,170 -10%
PAM
60
Panagora Asset Management
Massachusetts
$3.2M 184,830 +169,153 +1,079%
Deutsche Bank
61
Deutsche Bank
Germany
$3.03M 175,449 -95,198 -35%
Jacobs Levy Equity Management
62
Jacobs Levy Equity Management
New Jersey
$2.93M 169,578 -31,732 -16%
Citigroup
63
Citigroup
New York
$2.88M 166,711 -6,062 -4%
TA
64
Teachers Advisors
New York
$2.76M 159,637 +4,444 +3%
Hotchkis & Wiley Capital Management
65
Hotchkis & Wiley Capital Management
California
$2.73M 157,714 -63,210 -29%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$2.68M 154,949 -187,719 -55%
Prudential Financial
67
Prudential Financial
New Jersey
$2.64M 152,634 -8,718 -5%
TCIM
68
TIAA CREF Investment Management
New York
$2.61M 151,185 -6,203 -4%
SFM
69
Systematic Financial Management
New Jersey
$2.61M 150,724 -82,090 -35%
GIA
70
Gateway Investment Advisers
Ohio
$2.57M 148,836 -36 -0%
CSS
71
Cubist Systematic Strategies
Connecticut
$2.48M 143,398 +132,783 +1,251%
Swiss National Bank
72
Swiss National Bank
Switzerland
$2.47M 142,700 +1,700 +1%
CS
73
Credit Suisse
Switzerland
$2.42M 139,929 +50,035 +56%
VIA
74
Vident Investment Advisory
Georgia
$2.34M 135,330 -13,295 -9%
RA
75
Royce & Associates
New York
$2.15M 124,120 +30,459 +33%
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