WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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231 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 40 closing their positions.

Holders
231
Holders Change
-15
Holders Change %
-6.1%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
72
Reduced
83
Closed
40
Calls
$1.41M
Puts
$17.6M
Net Calls
-$16.2M
Net Calls Change
-$5.42M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$28.6M
2
APG Asset Management
2
APG Asset Management
Netherlands
$36.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.88M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.07M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.36M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.1M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$1.98M 118,585 +4,860 +4%
ASRS
77
Arizona State Retirement System
Arizona
$1.94M 116,502 -1,250 -1%
SFM
78
Systematic Financial Management
New Jersey
$1.76M 105,697 -45,027 -30%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$1.73M 104,000 +36,000 +53%
UBS AM
80
UBS AM
Illinois
$1.73M 103,790 -7,766 -7%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.69M 101,516 +3,466 +4%
Canada Life
82
Canada Life
Manitoba, Canada
$1.69M 101,312 +159 +0.2%
BLA
83
Balter Liquid Alternatives
Massachusetts
$1.64M 98,283 +18,933 +24%
CS
84
Credit Suisse
Switzerland
$1.63M 97,666 -42,263 -30%
CSS
85
Cubist Systematic Strategies
Connecticut
$1.5M 90,156 -53,242 -37%
GH
86
GAM Holding
Switzerland
$1.5M 89,743 +62,616 +231%
JIM
87
Jupiter Investment Management
United Kingdom
$1.39M 83,160 -110,874 -57%
KBC Group
88
KBC Group
Belgium
$1.38M 82,812 -10,926 -12%
Comerica Bank
89
Comerica Bank
Texas
$1.37M 81,115 -5,445 -6%
OAM
90
Oxford Asset Management
United Kingdom
$1.28M 77,030 +77,030 New
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.25M 74,743 -702 -0.9%
PI
92
PineBridge Investments
New York
$1.22M 72,982 +7,054 +11%
CIM
93
Cambria Investment Management
California
$1.16M 69,399 -10,335 -13%
VI
94
Versor Investments
New York
$1.14M 68,492 +17,700 +35%
AG
95
Aperio Group
California
$1.08M 64,864 -5,954 -8%
Victory Capital Management
96
Victory Capital Management
Texas
$1.06M 63,384 -4,956 -7%
SEI Investments
97
SEI Investments
Pennsylvania
$1.06M 63,314 -37,711 -37%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$1.03M 61,799 +5,873 +11%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$978K 58,653 -1,234 -2%
AIG
100
American International Group
New York
$929K 55,705 -1,052 -2%
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