WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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222 hedge funds and large institutions have $1.48B invested in Waddell & Reed Financial, Inc. in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 45 increasing their positions, 108 reducing their positions, and 40 closing their positions.

Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
45
Reduced
108
Closed
40
Calls
$3.89M
Puts
$1.28M
Net Calls
+$2.61M
Net Calls Change
+$1.51M

Top Buyers

1
AAM
1
Alpine Associates Management
Florida
$39.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$24M
3
Barclays
3
Barclays
United Kingdom
$19M
4
WIC
4
Water Island Capital
New York
$14.4M
5
TMAM
5
Tokio Marine Asset Management
Japan
$9.76M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.07M
3
BAM
3
Burgundy Asset Management
Ontario, Canada
$85.2M
4
Brown Advisory
4
Brown Advisory
Maryland
$1.55M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$4.29M 168,547 -15,757 -9%
Prudential Financial
52
Prudential Financial
New Jersey
$4.28M 168,164 +20,995 +14%
Victory Capital Management
53
Victory Capital Management
Texas
$4.23M 166,138 +50,545 +44%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$4.15M 163,100 +163,100 New
Marshall Wace
55
Marshall Wace
United Kingdom
$4.01M 157,288 +157,288 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$3.99M 156,724 +140,466 +864%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$3.88M 152,213 -1,512 -1%
SDIC
58
South Dakota Investment Council
South Dakota
$3.86M 151,530 – –
Verition Fund Management
59
Verition Fund Management
Connecticut
$3.71M 145,560 +145,560 New
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.57M 140,000 -1,300 -0.9%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$3.56M 139,559 -5,900 -4%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.52M 138,280 -5,980 -4%
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$3.5M 137,372 -585,466 -81%
Two Sigma Investments
64
Two Sigma Investments
New York
$3.49M 137,166 -73,192 -35%
KC
65
Kellner Capital
New York
$3.35M 131,358 +131,358 New
State of New Jersey Common Pension Fund D
66
State of New Jersey Common Pension Fund D
New Jersey
$3.15M 123,627 -20,094 -14%
AllianceBernstein
67
AllianceBernstein
Tennessee
$3.14M 123,139 -1,545 -1%
RVPG
68
Relative Value Partners Group
$2.88M 113,000 +2,989 +3%
Citadel Advisors
69
Citadel Advisors
Florida
$2.69M 105,575 -221,815 -68%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$2.66M 104,401 -50,944 -33%
UBS AM
71
UBS AM
Illinois
$2.62M 103,005 -4,078 -4%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$2.6M 101,869 +65,972 +184%
VIA
73
Vident Investment Advisory
Georgia
$2.53M 99,447 -5,800 -6%
N
74
Natixis
France
$2.53M 99,256 +32,256 +48%
American Century Companies
75
American Century Companies
Missouri
$2.48M 97,485 -60,713 -38%
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