WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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327 hedge funds and large institutions have $5.25B invested in Waddell & Reed Financial, Inc. in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 35 closing their positions.

Holders
327
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
9.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
123
Reduced
126
Closed
35
Calls
$3.78M
Puts
$13.1M
Net Calls
-$9.28M
Net Calls Change
-$5.78M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$183M
2
Prudential Financial
2
Prudential Financial
New Jersey
$54.7M
3
QI
3
QS Investors
New York
$24.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$405M
5
Northern Trust
5
Northern Trust
Illinois
$85.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$40.1M
3
FAM
3
Fred Alger Management
New York
$7.82M
4
LCP
4
Lombardia Capital Partners
California
$0
5
EIP
5
Epoch Investment Partners
New York
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$14.6M 199,278 -5,000 -2%
Renaissance Technologies
77
Renaissance Technologies
New York
$14.4M 194,982 +139,882 +254%
BA
78
Boston Advisors
Massachusetts
$13.2M 179,928 +24 +0%
NFA
79
Nationwide Fund Advisors
Ohio
$12.9M 174,637 -4,452 -2%
AIG
80
American International Group
New York
$12.8M 173,798 -1,195 -0.7%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$12.5M 170,054 -6,400 -4%
OAC
82
OMERS Administration Corp
Ontario, Canada
$12M 162,800 +157,700 +3,092%
AllianceBernstein
83
AllianceBernstein
Tennessee
$11.7M 158,914 +65,041 +69%
Millennium Management
84
Millennium Management
New York
$11.6M 157,877 -58,184 -27%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$11.5M 156,294 +700 +0.4%
CS
86
Credit Suisse
Switzerland
$11M 148,923 -40,628 -21%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$10.9M 147,459 -7,500 -5%
Dimensional Fund Advisors
88
Dimensional Fund Advisors
Texas
$10.8M 147,353 -877 -0.6%
O
89
OppenheimerFunds
New York
$10.6M 143,770 +48,040 +50%
SB
90
Suntrust Banks
Georgia
$10.5M 143,216 +2,018 +1%
TA
91
Teachers Advisors
New York
$10.2M 137,935 +80,093 +138%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$10.1M 137,029 -4,294 -3%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$10.1M 136,718 +36,806 +37%
WA
94
Wasatch Advisors
Utah
$9.36M 127,175 +4,224 +3%
DCM
95
Dupont Capital Management
Delaware
$9.36M 127,133 +48,718 +62%
OAM
96
Origin Asset Management
United Kingdom
$8.74M 118,758 +118,758 New
Federated Hermes
97
Federated Hermes
Pennsylvania
$8.27M 112,297 +10,884 +11%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$8.15M 110,720 +8,729 +9%
FAM
99
Fred Alger Management
New York
$7.82M 106,249 -314,428 -75%
Retirement Systems of Alabama
100
Retirement Systems of Alabama
Alabama
$7.79M 105,812 +741 +0.7%
2 3
4
5 6