WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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223 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 90 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
-11
Holders Change %
-4.7%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
71
Reduced
90
Closed
26
Calls
$5.02M
Puts
$1.24M
Net Calls
+$3.78M
Net Calls Change
+$20.5M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$18.4M
2
WG
2
Winton Group
United Kingdom
$7.73M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.4M
4
Brown Advisory
4
Brown Advisory
Maryland
$17.4M
5
UBS Group
5
UBS Group
Switzerland
$4.53M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.72M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$22.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.92M
4
FP
4
Foundry Partners
Minnesota
$6.2M
5
VBA
5
Van Berkom & Associates
Quebec, Canada
$37.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
76
Burney Company
Virginia
$1.69M 100,957 -94,660 -48%
RA
77
Royce & Associates
New York
$1.5M 89,467 -64,744 -42%
CS
78
Credit Suisse
Switzerland
$1.5M 89,452 +7,224 +9%
Canada Life
79
Canada Life
Manitoba, Canada
$1.49M 89,958 +89,958 New
Ensign Peak Advisors
80
Ensign Peak Advisors
Utah
$1.44M 86,321 +86,321 New
KBC Group
81
KBC Group
Belgium
$1.39M 82,812 – –
GT
82
Glenmede Trust
Pennsylvania
$1.37M 81,900 -50,045 -38%
MAM
83
Martingale Asset Management
Massachusetts
$1.35M 80,847 +20,900 +35%
Comerica Bank
84
Comerica Bank
Texas
$1.29M 78,761 -548 -0.7%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.29M 77,030 -24,486 -24%
CSS
86
Cubist Systematic Strategies
Connecticut
$1.27M 76,165 +62,065 +440%
American Century Companies
87
American Century Companies
Missouri
$1.25M 74,836 -75,492 -50%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$1.21M 72,126 +41,491 +135%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$1.18M 70,672 +2,556 +4%
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$1.16M 69,622 +2,267 +3%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$1.13M 67,800 -13,617 -17%
N
92
Natixis
France
$1.13M 67,581 +300 +0.4%
Citigroup
93
Citigroup
New York
$1.06M 63,076 -20,598 -25%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$1.01M 60,595 -3,010 -5%
CIM
95
Cambria Investment Management
California
$979K 58,543 -5,123 -8%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$978K 58,500 +13,700 +31%
GAM
97
Gotham Asset Management
New York
$957K 57,243 +22,970 +67%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$936K 55,995 -2,067 -4%
AG
99
Aperio Group
California
$928K 55,489 -8,169 -13%
WGA
100
Weather Gauge Advisory
Virginia
$905K 54,098 +99 +0.2%
2 3
4
5 6