WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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289 hedge funds and large institutions have $3.46B invested in Waddell & Reed Financial, Inc. in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 37 closing their positions.

Holders
289
Holders Change
-7
Holders Change %
-2.36%
% of All Funds
7.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
125
Reduced
85
Closed
37
Calls
$3.42M
Puts
$1.66M
Net Calls
+$1.77M
Net Calls Change
+$36K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$77.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$290M
3
RA
3
Royce & Associates
New York
$98.7M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$18.1M
5
HCM
5
Herndon Capital Management
Georgia
$151M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$395M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.49M
3
Ameriprise
3
Ameriprise
Minnesota
$20.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$82.4M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$5.92M 125,140 -150 -0.1%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$5.84M 123,477 -5,018 -4%
Comerica Bank
78
Comerica Bank
Texas
$5.84M 123,474 +60,112 +95%
IA
79
Icon Advisers
Colorado
$5.58M 117,900 -56,600 -32%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$5.57M 117,708 +24,130 +26%
AP
81
AHL Partners
United Kingdom
$5.5M 116,227 +19,745 +20%
WBC
82
Westpac Banking Corp
Australia
$5.28M 111,700 +5,100 +5%
PPA
83
Parametric Portfolio Associates
Washington
$5.17M 109,214 +14,648 +15%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$5.06M 106,968 +918 +0.9%
WA
85
Wasatch Advisors
Utah
$4.9M 103,532 -2,929 -3%
Swiss National Bank
86
Swiss National Bank
Switzerland
$4.58M 96,800 +1,900 +2%
DCM
87
Dupont Capital Management
Delaware
$4.33M 91,540 +91,540 New
BT
88
Beacon Trust
New Jersey
$4.29M 90,620 +23,911 +36%
PI
89
Putnam Investments
Massachusetts
$4.03M 85,121 -19,400 -19%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.97M 83,956 -92,050 -52%
CS
91
Credit Suisse
Switzerland
$3.93M 83,033 -61,838 -43%
UBS Group
92
UBS Group
Switzerland
$3.81M 80,503 -227 -0.3%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$3.69M 78,025 +880 +1%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$3.48M 73,426 +5,918 +9%
Federated Hermes
95
Federated Hermes
Pennsylvania
$3.47M 73,233 +8,881 +14%
Credit Agricole
96
Credit Agricole
France
$3.41M 71,986 +28,727 +66%
TPSF
97
Texas Permanent School Fund
Texas
$3.39M 71,697 -3,567 -5%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$3.39M 71,554 -1,846 -3%
MPM
99
Meritage Portfolio Management
Kansas
$3.33M 70,435 -370 -0.5%
Citigroup
100
Citigroup
New York
$3.3M 69,818 +36,374 +109%
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