WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

223 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 90 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
-11
Holders Change %
-4.7%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
71
Reduced
90
Closed
26
Calls
$5.02M
Puts
$1.24M
Net Calls
+$3.78M
Net Calls Change
+$20.5M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$18.4M
2
WG
2
Winton Group
United Kingdom
$7.73M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.4M
4
Brown Advisory
4
Brown Advisory
Maryland
$17.4M
5
UBS Group
5
UBS Group
Switzerland
$4.53M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.72M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$22.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.92M
4
FP
4
Foundry Partners
Minnesota
$6.2M
5
VBA
5
Van Berkom & Associates
Quebec, Canada
$37.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
51
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.15M 248,263 +10,931 +5%
AllianceBernstein
52
AllianceBernstein
Tennessee
$3.94M 235,580 -5,650 -2%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$3.92M 235,393 -12,781 -5%
CA
54
Continental Advisors
Utah
$3.85M 230,410 -10,000 -4%
Wells Fargo
55
Wells Fargo
California
$3.72M 222,607 -590,204 -73%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$3.62M 216,558 +24,776 +13%
MSL
57
Mackay Shields LLC
New York
$3.52M 210,400 -9,400 -4%
Hotchkis & Wiley Capital Management
58
Hotchkis & Wiley Capital Management
California
$3.41M 204,074 +41,060 +25%
SDIC
59
South Dakota Investment Council
South Dakota
$3.32M 198,684 -85,250 -30%
LSV Asset Management
60
LSV Asset Management
Illinois
$3.22M 192,700 +53,800 +39%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$2.92M 174,846 -372,484 -68%
RJA
62
Raymond James & Associates
Florida
$2.91M 174,191 +237 +0.1%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$2.69M 160,811 +9,787 +6%
Millennium Management
64
Millennium Management
New York
$2.69M 160,699 +89,875 +127%
Tudor Investment Corp
65
Tudor Investment Corp
Connecticut
$2.54M 151,907 +69,209 +84%
Squarepoint
66
Squarepoint
New York
$2.52M 150,405 +124,860 +489%
Prudential Financial
67
Prudential Financial
New Jersey
$2.48M 148,100 -74,900 -34%
Swiss National Bank
68
Swiss National Bank
Switzerland
$2.34M 140,000 -1,000 -0.7%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$2.29M 137,100 – –
Barclays
70
Barclays
United Kingdom
$2.26M 134,886 +14,615 +12%
VIA
71
Vident Investment Advisory
Georgia
$2.26M 135,008 +135,008 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
72
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.08M 124,305 +124,305 New
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$1.91M 113,995 -5,879 -5%
UBS AM
74
UBS AM
Illinois
$1.77M 106,155 +12,192 +13%
FP
75
Factorial Partners
New York
$1.73M 102,000 +51,000 +100%
1 2
3
4 5