WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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234 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 98 reducing their positions, and 23 closing their positions.

Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
60
Reduced
98
Closed
23
Calls
$5.72M
Puts
$22.4M
Net Calls
-$16.7M
Net Calls Change
-$551K

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$52.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M
3
Victory Capital Management
3
Victory Capital Management
Texas
$8.05M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$35M
5
Man Group
5
Man Group
United Kingdom
$8.98M

Top Sellers

1
BlackRock
1
BlackRock
New York
$190M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$362K
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.49M
5
Ameriprise
5
Ameriprise
Minnesota
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Continental Advisors
Utah
$4.13M 240,410 +7,500 +3%
Goldman Sachs
52
Goldman Sachs
New York
$4.12M 239,578 -21,842 -8%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$4.12M 239,508 +18,200 +8%
Barrow, Hanley, Mewhinney & Strauss
54
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.08M 237,332 -29,480 -11%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$3.96M 230,569 +56,163 +32%
Prudential Financial
56
Prudential Financial
New Jersey
$3.83M 223,000 +69,976 +46%
MSL
57
Mackay Shields LLC
New York
$3.78M 219,800 +219,800 New
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$3.64M 211,880 +34,132 +19%
BC
59
Burney Company
Virginia
$3.36M 195,617 +9,001 +5%
AIMCA
60
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.33M 193,700 – –
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$3.3M 191,782 -9,600 -5%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.19M 185,560 +19,692 +12%
RJA
63
Raymond James & Associates
Florida
$2.99M 173,954 -8,688 -5%
Hotchkis & Wiley Capital Management
64
Hotchkis & Wiley Capital Management
California
$2.8M 163,014 +2,800 +2%
RA
65
Royce & Associates
New York
$2.65M 154,211 +12,869 +9%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$2.6M 151,024 +89,225 +144%
American Century Companies
67
American Century Companies
Missouri
$2.58M 150,328 -122,617 -45%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$2.53M 147,470 -21,088 -13%
GIA
69
Gateway Investment Advisers
Ohio
$2.49M 144,805 -1,233 -0.8%
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.42M 141,000 -1,700 -1%
LSV Asset Management
71
LSV Asset Management
Illinois
$2.39M 138,900 +138,900 New
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$2.36M 137,100 +137,100 New
Two Sigma Advisers
73
Two Sigma Advisers
New York
$2.25M 131,200 -149,600 -53%
Barclays
74
Barclays
United Kingdom
$2.07M 120,271 -83 -0.1%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$2.06M 119,874 -1,367 -1%
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