WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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297 hedge funds and large institutions have $3.62B invested in Waddell & Reed Financial, Inc. in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
9.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
112
Reduced
101
Closed
28
Calls
$4.89M
Puts
$2.49M
Net Calls
+$2.4M
Net Calls Change
+$1.53M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$154M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.2M
4
NAP
4
New Amsterdam Partners
New York
$27.4M
5
HCM
5
Herndon Capital Management
Georgia
$196M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$286K
2
TCP
2
TAMRO Capital Partners
Virginia
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$11.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$721K
5
RA
5
Royce & Associates
New York
$41.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
Wasatch Advisors
Utah
$9.11M 177,048 +660 +0.4%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$8.75M 170,000 +170,000 New
ARC
78
Absolute Return Capital
Massachusetts
$8.62M 167,369 -787 -0.5%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$8.04M 156,093 +3,272 +2%
CS
80
Credit Suisse
Switzerland
$8.03M 155,985 -14,073 -8%
Morgan Stanley
81
Morgan Stanley
New York
$8.01M 155,567 +2,910 +2%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$7.96M 154,640 -3,160 -2%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$7.95M 154,494 +4,749 +3%
GC
84
Guggenheim Capital
Illinois
$7.63M 148,241 -3,216 -2%
Dimensional Fund Advisors
85
Dimensional Fund Advisors
Texas
$7.61M 147,866 +5,188 +4%
AQR Capital Management
86
AQR Capital Management
Connecticut
$7.38M 143,400 +15,100 +12%
SB
87
Suntrust Banks
Georgia
$7.2M 139,985 +120 +0.1%
DVM
88
Dreman Value Management
Florida
$6.9M 134,072 +134,072 New
RFC
89
Russell Frank Company
Washington
$6.67M 129,510 -12,321 -9%
PI
90
Putnam Investments
Massachusetts
$6.4M 124,271 – –
MWNA
91
Marshall Wace North America
New York
$6.26M 121,498 +121,498 New
USAA
92
United Services Automobile Association
Texas
$6.2M 120,490 -16,900 -12%
Jacobs Levy Equity Management
93
Jacobs Levy Equity Management
New Jersey
$5.95M 115,500 +90,100 +355%
SI
94
Scout Investments
Missouri
$5.87M 114,047 -18,900 -14%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$5.41M 105,071 +731 +0.7%
CEP
96
Chicago Equity Partners
Illinois
$5.4M 104,980 -10,250 -9%
AllianceBernstein
97
AllianceBernstein
Tennessee
$5.36M 104,092 +1,865 +2%
AIMCA
98
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.84M 94,075 +94,075 New
Capital Fund Management (CFM)
99
Capital Fund Management (CFM)
France
$4.83M 93,742 +78,380 +510%
PI
100
PineBridge Investments
New York
$4.81M 93,501 -2,294 -2%
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4
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