WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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245 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 34 closing their positions.

Holders
245
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
77
Reduced
91
Closed
34
Calls
$2.24M
Puts
$1.08M
Net Calls
+$1.16M
Net Calls Change
-$1.08M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.4M
2
APG Asset Management
2
APG Asset Management
Netherlands
$15.8M
3
Brown Advisory
3
Brown Advisory
Maryland
$16.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$27.5M
5
BCM
5
Bridgeway Capital Management
Texas
$7.43M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.04M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.36M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72.3M
4
WI
4
WBI Investments
New Jersey
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$2.2M 121,512 -21,707 -15%
ASRS
77
Arizona State Retirement System
Arizona
$2.18M 120,610 +4,909 +4%
Citadel Advisors
78
Citadel Advisors
Florida
$2.04M 112,985 -1,501,943 -93%
Holocene Advisors
79
Holocene Advisors
New York
$2.01M 111,046 +49,025 +79%
BLA
80
Balter Liquid Alternatives
Massachusetts
$1.9M 104,987 +47,338 +82%
SFI
81
Susquehanna Fundamental Investments
Pennsylvania
$1.89M 104,379 -4,209 -4%
UBS AM
82
UBS AM
Illinois
$1.88M 104,181 +6,113 +6%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$1.78M 98,689 -11,285 -10%
Canada Life
84
Canada Life
Manitoba, Canada
$1.77M 106,282 +4,344 +4%
PI
85
PineBridge Investments
New York
$1.73M 95,818 -10,947 -10%
RA
86
Royce & Associates
New York
$1.69M 93,661 -3,076 -3%
CS
87
Credit Suisse
Switzerland
$1.62M 89,894 +3,210 +4%
CIM
88
Cambria Investment Management
California
$1.56M 86,055 +3,720 +5%
AG
89
Aperio Group
California
$1.53M 84,821 +10,799 +15%
Comerica Bank
90
Comerica Bank
Texas
$1.48M 85,748 -968 -1%
AIMCA
91
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.35M 74,500 -64,800 -47%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$1.28M 71,000 -31,290 -31%
Public Sector Pension Investment Board (PSP Investments)
93
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.26M 69,868 +12,300 +21%
DCM
94
Dupont Capital Management
Delaware
$1.24M 68,280 – –
JIR
95
James Investment Research
Ohio
$1.2M 66,505 -38,975 -37%
KAS
96
Kemnay Advisory Services
New York
$1.15M 63,794 +63,794 New
AIG
97
American International Group
New York
$1.09M 60,438 -890 -1%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$1.02M 56,646 -380 -0.7%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$1M 55,380 +3,678 +7%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$1M 55,319 +1,216 +2%
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4
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