WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

235 hedge funds and large institutions have $1.87B invested in Waddell & Reed Financial, Inc. in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 21 closing their positions.

2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

235

Holders Change

+18

Holders Change %

+8.29%

% of All Funds

5.34%

Holding in Top 10

–

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-100%

% of All Funds

–

New

Increased

Reduced

Closed

Calls

$7.13M

Puts

$1.75M

Net Calls

+$5.38M

Net Calls Change

+$3.49M

Top Buyers

1	1 Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$45.2M
2	2 Citadel Advisors Miami, Florida	$25.6M
3	3 Renaissance Technologies New York	$18.4M
4	CEP 4 Chicago Equity Partners Chicago, Illinois	$11.3M
5	CC 5 Carlson Capital Dallas, Texas	$11M

Top Sellers

1	1 Carson Wealth (CWM LLC) Omaha, Nebraska	$65K
2	2 Schroder Investment Management Group London, United Kingdom	$46.4M
3	3 Invesco Atlanta, Georgia	$87.8M
4	4 Principal Financial Group Des Moines, Iowa	$14.3M
5	5 Fuller & Thaler Asset Management San Mateo, California	$39.5M

#	Name	Market Value	Shares	Shares Change	Shares Change %
76	76 Canada Life Winnipeg, Manitoba, Canada	$2.49M	111,504	-2,437	-2%
77	77 UBS AM Chicago, Illinois	$2.39M	106,854	+7,586	+8%
78	78 Comerica Bank Dallas, Texas	$2.15M	95,423	-5,080	-5%
79	79 Nisa Investment Advisors St. Louis, Missouri	$2.14M	95,990	-3,600	-4%
80	RA 80 Royce & Associates New York	$2.13M	95,336	-3,378	-3%
81	AG 81 Aperio Group Sausalito, California	$2.04M	91,498	-3,342	-4%
82	82 Russell Investments Group London, United Kingdom	$1.99M	88,461	+24,351	+38%
83	JIR 83 James Investment Research Alpha, Ohio	$1.95M	87,400	+87,400	New
84	CS 84 Credit Suisse Zurich, Switzerland	$1.95M	87,186	-21,676	-20%
85	GIA 85 Gateway Investment Advisers Cincinnati, Ohio	$1.95M	87,084	-22,951	-21%
86	GH 86 GAM Holding Zurich, Switzerland	$1.91M	85,267	+85,267	New
87	87 Barclays London, United Kingdom	$1.89M	84,424	+66,065	+360%
88	88 Citigroup New York	$1.86M	83,106	+5,991	+8%
89	ACI 89 AMP Capital Investors Sydney, Australia	$1.8M	80,367	+25,700	+47%
90	90 Millennium Management New York	$1.74M	77,682	+77,682	New
91	91 TD Asset Management Toronto, Ontario, Canada	$1.66M	74,220	+1,600	+2%
92	BPM 92 Bowling Portfolio Management Cincinnati, Ohio	$1.65M	73,974	+61,461	+491%
93	93 BNP Paribas Financial Markets Paris, France	$1.6M	71,767	-6,497	-8%
94	DCM 94 Dupont Capital Management Wilmington, Delaware	$1.53M	68,280	–	–
95	95 State of Tennessee, Department of Treasury Nashville, Tennessee	$1.51M	67,482	-7,348	-10%
96	FP 96 Factorial Partners Mt. Kisco, New York	$1.47M	66,000	+66,000	New
97	RT 97 Rockland Trust Hanover, Massachusetts	$1.47M	65,614	+58,665	+844%
98	AIG 98 American International Group New York	$1.45M	64,878	+232	+0.4%
99	VRS 99 Virginia Retirement Systems Richmond, Virginia	$1.45M	64,800	+16,800	+35%
100	100 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.38M	61,597	+91	+0.1%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR