WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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214 hedge funds and large institutions have $1.06B invested in Waddell & Reed Financial, Inc. in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 31 closing their positions.

Holders
214
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
69
Reduced
79
Closed
31
Calls
$2.42M
Puts
$1.32M
Net Calls
+$1.1M
Net Calls Change
+$556K

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$10.4M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$5.43M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$31.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$14.9M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$69.2M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$0
2
BlackRock
2
BlackRock
New York
$142M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$99.2M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
AL
5
AJO LP
Pennsylvania
$8K
Name Market Value Shares Shares
Change 		Shares
Change %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$3.07M 206,912 -8,891 -4%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$3.05M 205,624 -32,101 -14%
Morgan Stanley
53
Morgan Stanley
New York
$3.02M 203,495 -23,828 -10%
LSV Asset Management
54
LSV Asset Management
Illinois
$2.86M 192,700 – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$2.74M 184,701 -3,401 -2%
UBS Group
56
UBS Group
Switzerland
$2.74M 184,304 +64,561 +54%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$2.5M 168,184 -79,767 -32%
Hotchkis & Wiley Capital Management
58
Hotchkis & Wiley Capital Management
California
$2.49M 167,864 -12,290 -7%
MCM
59
Maltese Capital Management
New York
$2.49M 167,800 +167,800 New
American Century Companies
60
American Century Companies
Missouri
$2.35M 158,198 +15,066 +11%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$2.31M 155,345 +29,105 +23%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$2.28M 153,725 +5,384 +4%
SDIC
63
South Dakota Investment Council
South Dakota
$2.25M 151,530 – –
Prudential Financial
64
Prudential Financial
New Jersey
$2.19M 147,169 +40,890 +38%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$2.18M 140,814 +5,454 +4%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$2.16M 145,459 -19,400 -12%
Federated Hermes
67
Federated Hermes
Pennsylvania
$2.15M 145,025 +119,233 +462%
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M 144,260 -2,500 -2%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$2.13M 143,721 -756 -0.5%
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.1M 141,300 -2,600 -2%
AllianceBernstein
71
AllianceBernstein
Tennessee
$1.85M 124,684 -553 -0.4%
Victory Capital Management
72
Victory Capital Management
Texas
$1.72M 115,593 -237,518 -67%
BC
73
Burney Company
Virginia
$1.68M 113,114 +28,265 +33%
RVPG
74
Relative Value Partners Group
$1.63M 110,011 +15,196 +16%
UBS AM
75
UBS AM
Illinois
$1.59M 107,083 -14,018 -12%
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