WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$15M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$19.5M
3
Millennium Management
3
Millennium Management
New York
$14.3M
4
FP
4
Foundry Partners
Minnesota
$10.3M
5
Citigroup
5
Citigroup
New York
$11.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$202M
2
CC
2
Carlson Capital
Texas
$0
3
Norges Bank
3
Norges Bank
Norway
$17.1M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.7M
5
State Street
5
State Street
Massachusetts
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
76
Swiss National Bank
Switzerland
$2.94M 145,500 +4,400 +3%
GC
77
Guggenheim Capital
Illinois
$2.9M 143,714 +5,504 +4%
Allianz Asset Management
78
Allianz Asset Management
Germany
$2.9M 143,362 +107,978 +305%
PI
79
PineBridge Investments
New York
$2.82M 139,411 -1,557 -1%
MC
80
Menta Capital
California
$2.82M 139,378 +139,378 New
UBS Group
81
UBS Group
Switzerland
$2.81M 139,188 -148,707 -52%
Jane Street
82
Jane Street
New York
$2.81M 139,208 +139,208 New
BCM
83
Bridgeway Capital Management
Texas
$2.69M 133,000 – –
ASRS
84
Arizona State Retirement System
Arizona
$2.65M 131,123 -9,000 -6%
GIA
85
Gateway Investment Advisers
Ohio
$2.65M 130,855 +43,771 +50%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$2.61M 128,899 -5,691 -4%
HA
87
Heartland Advisors
Wisconsin
$2.59M 128,200 +128,200 New
VOYA Investment Management
88
VOYA Investment Management
Georgia
$2.28M 112,908 – –
Canada Life
89
Canada Life
Manitoba, Canada
$2.27M 112,122 +618 +0.6%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$2.12M 104,698 +16,237 +18%
BPM
91
Bowling Portfolio Management
Ohio
$2.06M 101,758 +27,784 +38%
CS
92
Credit Suisse
Switzerland
$2.06M 101,714 +14,528 +17%
UBS AM
93
UBS AM
Illinois
$2.03M 100,287 -6,567 -6%
Comerica Bank
94
Comerica Bank
Texas
$2M 97,049 +1,626 +2%
RA
95
Royce & Associates
New York
$1.93M 95,338 +2 +0%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$1.84M 91,450 -4,540 -5%
JIR
97
James Investment Research
Ohio
$1.8M 88,956 +1,556 +2%
Point72 Asset Management
98
Point72 Asset Management
Connecticut
$1.75M 86,640 +86,640 New
AG
99
Aperio Group
California
$1.72M 85,202 -6,296 -7%
GH
100
GAM Holding
Switzerland
$1.63M 80,588 -4,679 -5%
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4
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