WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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234 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 98 reducing their positions, and 23 closing their positions.

Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
60
Reduced
98
Closed
23
Calls
$5.72M
Puts
$22.4M
Net Calls
-$16.7M
Net Calls Change
-$551K

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$52.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M
3
Victory Capital Management
3
Victory Capital Management
Texas
$8.05M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$35M
5
Man Group
5
Man Group
United Kingdom
$8.98M

Top Sellers

1
BlackRock
1
BlackRock
New York
$190M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$362K
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.49M
5
Ameriprise
5
Ameriprise
Minnesota
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.74M 101,516 – –
UBS AM
77
UBS AM
Illinois
$1.61M 93,963 -9,827 -9%
SFM
78
Systematic Financial Management
New Jersey
$1.53M 89,304 -16,393 -16%
ASRS
79
Arizona State Retirement System
Arizona
$1.47M 85,824 -30,678 -26%
Citigroup
80
Citigroup
New York
$1.44M 83,674 -84,809 -50%
KBC Group
81
KBC Group
Belgium
$1.42M 82,812 – –
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$1.42M 82,698 +60,266 +269%
CS
83
Credit Suisse
Switzerland
$1.41M 82,228 -15,438 -16%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$1.4M 81,417 -37,168 -31%
PI
85
PineBridge Investments
New York
$1.39M 81,078 +8,096 +11%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$1.28M 74,373 -370 -0.5%
Comerica Bank
87
Comerica Bank
Texas
$1.24M 79,309 -1,806 -2%
Millennium Management
88
Millennium Management
New York
$1.22M 70,824 +70,824 New
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$1.17M 67,355 +21,367 +46%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$1.17M 68,116 -95,032 -58%
N
91
Natixis
France
$1.16M 67,281 +67,281 New
UBS Group
92
UBS Group
Switzerland
$1.12M 64,920 +44,207 +213%
CIM
93
Cambria Investment Management
California
$1.09M 63,666 -5,733 -8%
AG
94
Aperio Group
California
$1.09M 63,658 -1,206 -2%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$1.09M 63,605 +38,470 +153%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$1.09M 63,400 -40,600 -39%
SEI Investments
97
SEI Investments
Pennsylvania
$1.08M 63,063 -251 -0.4%
VI
98
Versor Investments
New York
$1.08M 62,592 -5,900 -9%
MAM
99
Martingale Asset Management
Massachusetts
$1.03M 59,947 +17,504 +41%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$998K 58,062 -591 -1%
2 3
4
5 6