WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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212 hedge funds and large institutions have $840M invested in Waddell & Reed Financial, Inc. in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 88 reducing their positions, and 34 closing their positions.

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
64
Reduced
88
Closed
34
Calls
$1.67M
Puts
$2.04M
Net Calls
-$366K
Net Calls Change
-$4.15M

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$49.6M
2
Charles Schwab
2
Charles Schwab
California
$18.9M
3
GC
3
GMT Capital
Georgia
$6.71M
4
YAM
4
Yacktman Asset Management
Texas
$5.12M
5
AL
5
AJO LP
Pennsylvania
$5.14M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$10.5M
2
Invesco
2
Invesco
Georgia
$27.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.1M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$11.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
LSV Asset Management
51
LSV Asset Management
Illinois
$2.19M 192,700 – –
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$2.19M 192,574 -11,500 -6%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$2.14M 187,946 +115,820 +161%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$2.07M 182,139 -34,419 -16%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$2M 176,871 -156,416 -47%
AQR Capital Management
56
AQR Capital Management
Connecticut
$1.96M 172,564 -135,535 -44%
Federated Hermes
57
Federated Hermes
Pennsylvania
$1.94M 170,333 +152,700 +866%
Citadel Advisors
58
Citadel Advisors
Florida
$1.88M 165,468 -636,964 -79%
American Century Companies
59
American Century Companies
Missouri
$1.83M 160,785 +85,949 +115%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.79M 157,560 -112,898 -42%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$1.79M 157,442 -140,818 -47%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$1.77M 155,334 +84,662 +120%
Wells Fargo
63
Wells Fargo
California
$1.73M 152,169 -70,438 -32%
SDIC
64
South Dakota Investment Council
South Dakota
$1.72M 151,530 -47,154 -24%
Grantham, Mayo, Van Otterloo & Co (GMO)
65
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.67M 146,800 +146,800 New
VIA
66
Vident Investment Advisory
Georgia
$1.61M 141,036 +6,028 +4%
Prudential Financial
67
Prudential Financial
New Jersey
$1.59M 139,500 -8,600 -6%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$1.56M 137,100 – –
Swiss National Bank
69
Swiss National Bank
Switzerland
$1.55M 136,400 -3,600 -3%
CSS
70
Cubist Systematic Strategies
Connecticut
$1.47M 128,778 +52,613 +69%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$1.45M 127,146 -33,665 -21%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.42M 124,930 -110,650 -47%
GT
73
Glenmede Trust
Pennsylvania
$1.37M 81,900 – –
RVPG
74
Relative Value Partners Group
$1.33M 117,285 +117,285 New
UBS AM
75
UBS AM
Illinois
$1.27M 111,650 +5,495 +5%
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