WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
116
Reduced
82
Closed
40
Calls
$4.78M
Puts
$8.14M
Net Calls
-$3.36M
Net Calls Change
-$5.37M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$39.7M
2
HCM
2
Herndon Capital Management
Georgia
$115M
3
EIP
3
Epoch Investment Partners
New York
$33.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.3M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
RA
3
Royce & Associates
New York
$24.6M
4
TAM
4
Tiverton Asset Management
Delaware
$3.45M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TI
76
Trexquant Investment
Connecticut
$2.65M 92,459 +69,859 +309%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$2.54M 88,730 +22,000 +33%
PPA
78
Parametric Portfolio Associates
Washington
$2.43M 84,742 -121 -0.1%
UBS AM
79
UBS AM
Illinois
$2.42M 84,476 -50,884 -38%
PI
80
Putnam Investments
Massachusetts
$2.41M 83,911 -350 -0.4%
RIA
81
Regal Investment Advisors
Michigan
$2.33M 81,292 +9,875 +14%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$2.2M 76,746 -176 -0.2%
SCM
83
Stevens Capital Management
Pennsylvania
$2.19M 76,263 +67,383 +759%
AG
84
Aperio Group
California
$2.15M 74,860 +45,261 +153%
MC
85
Menta Capital
California
$2.09M 72,975 +150 +0.2%
TPSF
86
Texas Permanent School Fund
Texas
$1.98M 69,009 -216 -0.3%
BG
87
BlackRock Group
United Kingdom
$1.95M 68,171 -1,063 -2%
SB
88
Suntrust Banks
Georgia
$1.92M 66,904 – –
AllianceBernstein
89
AllianceBernstein
Tennessee
$1.89M 65,765 -430 -0.6%
NI
90
Numeric Investors
Massachusetts
$1.87M 65,400 +27,100 +71%
TA
91
Teachers Advisors
New York
$1.85M 64,532 – –
ZIG
92
Zurich Insurance Group
Switzerland
$1.81M 63,300 +25,800 +69%
AFA
93
Abacus FCF Advisors
Florida
$1.79M 62,611 +62,611 New
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$1.79M 62,524 -109,210 -64%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$1.75M 61,101 -1,800 -3%
WBC
96
Westpac Banking Corp
Australia
$1.73M 60,500 -51,200 -46%
CG
97
Clinton Group
New York
$1.73M 60,292 +60,292 New
VNA
98
Valley National Advisers
Pennsylvania
$1.72M 60,119 +744 +1%
RFC
99
Russell Frank Company
Washington
$1.71M 59,940 -46,554 -44%
DCM
100
Dean Capital Management
Kansas
$1.68M 58,695 +33,530 +133%
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