WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
307
Holders Change
-27
Holders Change %
-8.08%
% of All Funds
8.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$109M
3
Invesco
3
Invesco
Georgia
$40M
4
BIT
4
BlackRock Institutional Trust
California
$154M
5
American Century Companies
5
American Century Companies
Missouri
$42M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$24.7M
2
AL
2
AJO LP
Pennsylvania
$86M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$24.3M
4
Norges Bank
4
Norges Bank
Norway
$44.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFA
76
Nationwide Fund Advisors
Ohio
$9.05M 175,006 +1,124 +0.6%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$9.04M 174,959 +8,134 +5%
AIG
78
American International Group
New York
$8.7M 168,407 -2,193 -1%
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$8.34M 161,316 -398,506 -71%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$8.32M 160,954 -800 -0.5%
BG
81
BlackRock Group
United Kingdom
$8.28M 160,176 +111,741 +231%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$8.14M 157,387 -6,138 -4%
BlackRock
83
BlackRock
New York
$8.08M 156,302 +131,166 +522%
PP
84
Prudential plc
United Kingdom
$7.98M 154,449 -41,788 -21%
PRCM
85
Pine River Capital Management
Minnesota
$7.36M 142,286 +85,156 +149%
Boston Partners
86
Boston Partners
Massachusetts
$7.09M 137,200 +137,200 New
PCM
87
Palisade Capital Management
New Jersey
$7.03M 136,011 +4,010 +3%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$6.85M 132,595 -15,688 -11%
SB
89
Suntrust Banks
Georgia
$6.64M 128,480 -849 -0.7%
JHIU
90
Janus Henderson Investors US
Colorado
$6.36M 123,100 -267,300 -68%
GT
91
Glenmede Trust
Pennsylvania
$6.2M 119,918 -180,695 -60%
ACM
92
Argent Capital Management
Missouri
$6.16M 119,085 -5,200 -4%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$6.1M 118,098 -4,463 -4%
WA
94
Wasatch Advisors
Utah
$5.54M 107,137 -11,511 -10%
PI
95
Putnam Investments
Massachusetts
$5.52M 106,801 +4,190 +4%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$5.48M 105,936 +2,184 +2%
Federated Hermes
97
Federated Hermes
Pennsylvania
$5.38M 104,100 -7,367 -7%
JG
98
Jefferies Group
New York
$5.08M 98,307 +86,839 +757%
WHG
99
Westwood Holdings Group
Texas
$4.87M 94,265 +94,265 New
Swiss National Bank
100
Swiss National Bank
Switzerland
$4.83M 93,500 -1,300 -1%
2 3
4
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