WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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329 hedge funds and large institutions have $4.61B invested in Waddell & Reed Financial, Inc. in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
+32
Holders Change %
+10.77%
% of All Funds
9.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
59
Increased
100
Reduced
135
Closed
24
Calls
$1.59M
Puts
$5.09M
Net Calls
-$3.5M
Net Calls Change
-$5.9M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$197M
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$50M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$338M
4
FAM
4
Fred Alger Management
New York
$27.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$31.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$279M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.34M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$19.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$84.9M
5
KCM
5
Kornitzer Capital Management
Kansas
$68.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
76
Russell Frank Company
Washington
$12.9M 199,397 +69,887 +54%
CCM
77
Century Capital Management
Massachusetts
$12.5M 191,670 -85,123 -31%
CS
78
Credit Suisse
Switzerland
$12.3M 189,551 +33,566 +22%
BA
79
Boston Advisors
Massachusetts
$11.7M 179,904 -66,948 -27%
NFA
80
Nationwide Fund Advisors
Ohio
$11.7M 179,089 -2,329 -1%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$11.5M 176,454 -14,500 -8%
AIG
82
American International Group
New York
$11.4M 174,993 -6,005 -3%
ARC
83
Absolute Return Capital
Massachusetts
$11M 169,124 +1,755 +1%
Nuveen Asset Management
84
Nuveen Asset Management
Illinois
$10.7M 164,508 -35,570 -18%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$10.1M 155,594 +1,100 +0.7%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$10.1M 154,959 -1,134 -0.7%
First Trust Advisors
87
First Trust Advisors
Illinois
$9.73M 149,455 +59,436 +66%
Dimensional Fund Advisors
88
Dimensional Fund Advisors
Texas
$9.65M 148,230 +364 +0.2%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$9.2M 141,323 -13,317 -9%
SB
90
Suntrust Banks
Georgia
$9.19M 141,198 +1,213 +0.9%
FQ
91
First Quadrant
California
$8.53M 131,000 +57,000 +77%
WA
92
Wasatch Advisors
Utah
$8.01M 122,951 -54,097 -31%
ICOM
93
Investment Counselors of Maryland
Maryland
$7.69M 118,100 -187,950 -61%
PI
94
Putnam Investments
Massachusetts
$7.08M 108,771 -15,500 -12%
MWNA
95
Marshall Wace North America
New York
$7.04M 108,137 -13,361 -11%
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
$6.91M 106,156 +100,902 +1,920%
SI
97
Scout Investments
Missouri
$6.85M 105,247 -8,800 -8%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$6.84M 105,071 – –
AI
99
Analytic Investors
California
$6.75M 103,583 +103,583 New
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$6.64M 101,991 +22,314 +28%
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4
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