WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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218 hedge funds and large institutions have $1.15B invested in Waddell & Reed Financial, Inc. in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 25 closing their positions.

Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
56
Reduced
97
Closed
25
Calls
$1.39M
Puts
$840K
Net Calls
+$547K
Net Calls Change
+$913K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$27.1M
2
Invesco
2
Invesco
Georgia
$49.7M
3
RA
3
Royce & Associates
New York
$10.1M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.84M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$5.48M
2
BlackRock
2
BlackRock
New York
$158M
3
APG Asset Management
3
APG Asset Management
Netherlands
$5.33M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$110M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
51
Nuveen Asset Management
Illinois
$3.68M 237,332 -12,834 -5%
CA
52
Continental Advisors
Utah
$3.57M 230,410 – –
Morgan Stanley
53
Morgan Stanley
New York
$3.53M 227,323 +18,402 +9%
MWNA
54
Marshall Wace North America
New York
$3.51M 226,121 +226,121 New
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$3.35M 215,803 -3,784 -2%
Axa
56
Axa
France
$3.31M 213,400 -14,200 -6%
Bank of America
57
Bank of America
North Carolina
$3.07M 197,920 -100,165 -34%
LSV Asset Management
58
LSV Asset Management
Illinois
$2.99M 192,700 – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$2.92M 188,102 +156 +0.1%
Hotchkis & Wiley Capital Management
60
Hotchkis & Wiley Capital Management
California
$2.79M 180,154 -12,420 -6%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$2.56M 164,859 -17,280 -9%
SDIC
62
South Dakota Investment Council
South Dakota
$2.35M 151,530 – –
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$2.3M 148,341 -9,101 -6%
Public Sector Pension Investment Board (PSP Investments)
64
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.28M 146,760 -10,800 -7%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$2.24M 144,477 +7,377 +5%
Swiss National Bank
66
Swiss National Bank
Switzerland
$2.23M 143,900 +7,500 +5%
American Century Companies
67
American Century Companies
Missouri
$2.22M 143,132 -17,653 -11%
MSL
68
Mackay Shields LLC
New York
$2.05M 131,900 +101,700 +337%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$2.04M 135,360 -41,511 -23%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$1.96M 126,240 -906 -0.7%
Millennium Management
71
Millennium Management
New York
$1.95M 125,378 +19,413 +18%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.94M 125,237 +307 +0.2%
VIA
73
Vident Investment Advisory
Georgia
$1.88M 121,481 -19,555 -14%
UBS AM
74
UBS AM
Illinois
$1.88M 121,101 +9,451 +8%
UBS Group
75
UBS Group
Switzerland
$1.86M 119,743 +72,819 +155%
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