WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
78
Reduced
73
Closed
22
Calls
$4.88M
Puts
$2.99M
Net Calls
+$1.89M
Net Calls Change
-$6.94M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$24M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.22M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.1M
4
IP
4
Interval Partners
New York
$4.26M
5
PI
5
Putnam Investments
Massachusetts
$4.63M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46M
2
RT
2
Rockland Trust
Massachusetts
$1.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$22.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$53.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$2M 99,590 +8,700 +10%
UBS AM
77
UBS AM
Illinois
$1.99M 99,268 +6,930 +8%
RA
78
Royce & Associates
New York
$1.98M 98,714 -3,567 -3%
PI
79
PineBridge Investments
New York
$1.96M 97,833 -140 -0.1%
Comerica Bank
80
Comerica Bank
Texas
$1.91M 100,503 -4,596 -4%
AG
81
Aperio Group
California
$1.9M 94,840 -6,125 -6%
EGM
82
Engineers Gate Manager
New York
$1.74M 86,499 +86,499 New
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.67M 83,100 +49,360 +146%
ACM
84
Argent Capital Management
Missouri
$1.63M 81,200 +28,200 +53%
QSS
85
Quantitative Systematic Strategies
Florida
$1.63M 81,041 +81,041 New
NFA
86
Nationwide Fund Advisors
Ohio
$1.6M 79,937 +31,605 +65%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$1.57M 78,264 +31,402 +67%
Citigroup
88
Citigroup
New York
$1.55M 77,115 +72,938 +1,746%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$1.5M 74,830 -4,730 -6%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$1.46M 72,620 +3,700 +5%
SG Americas Securities
91
SG Americas Securities
New York
$1.41M 70,026 +2,936 +4%
RT
92
Rockland Trust
Massachusetts
$1.4M 6,949 -66,261 -91%
DCM
93
Dupont Capital Management
Delaware
$1.37M 68,280 -44,340 -39%
AIG
94
American International Group
New York
$1.3M 64,646 +3,480 +6%
PA
95
Pinnacle Associates
New York
$1.29M 64,260 -385 -0.6%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$1.29M 64,110 +19,024 +42%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.24M 61,506 -581 -0.9%
TPSF
98
Texas Permanent School Fund
Texas
$1.23M 61,025 -23 -0%
AIA
99
Allegis Investment Advisors
Idaho
$1.15M 57,118 +3,060 +6%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$1.15M 57,026 – –
2 3
4
5 6