WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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212 hedge funds and large institutions have $840M invested in Waddell & Reed Financial, Inc. in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 88 reducing their positions, and 34 closing their positions.

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
64
Reduced
88
Closed
34
Calls
$1.67M
Puts
$2.04M
Net Calls
-$366K
Net Calls Change
-$4.15M

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$49.6M
2
Charles Schwab
2
Charles Schwab
California
$18.9M
3
GC
3
GMT Capital
Georgia
$6.71M
4
YAM
4
Yacktman Asset Management
Texas
$5.12M
5
AL
5
AJO LP
Pennsylvania
$5.14M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$10.5M
2
Invesco
2
Invesco
Georgia
$27.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.1M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$11.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.26M 110,966 +33,936 +44%
IP
77
Interval Partners
New York
$1.25M 109,589 +109,589 New
Millennium Management
78
Millennium Management
New York
$1.21M 105,965 -54,734 -34%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$1.18M 103,317 -10,678 -9%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$1.12M 98,300 +30,500 +45%
CS
81
Credit Suisse
Switzerland
$1.08M 95,199 +5,747 +6%
Canada Life
82
Canada Life
Manitoba, Canada
$1.07M 93,698 +3,740 +4%
RA
83
Royce & Associates
New York
$1.02M 89,757 +290 +0.3%
AG
84
Aperio Group
California
$1.02M 89,731 +34,242 +62%
BC
85
Burney Company
Virginia
$1.02M 89,273 -11,684 -12%
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$1M 84,949 +15,327 +22%
Barclays
87
Barclays
United Kingdom
$988K 86,718 -48,168 -36%
MAM
88
Martingale Asset Management
Massachusetts
$986K 86,556 +5,709 +7%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$982K 86,321 – –
GIA
90
Gateway Investment Advisers
Ohio
$944K 82,975 +69,928 +536%
Comerica Bank
91
Comerica Bank
Texas
$939K 76,986 -1,775 -2%
GAM
92
Gotham Asset Management
New York
$920K 80,836 +23,593 +41%
FP
93
Factorial Partners
New York
$871K 76,500 -25,500 -25%
GTCM
94
Gyon Technologies Capital Management
New Jersey
$848K 74,520 +74,520 New
VRS
95
Virginia Retirement Systems
Virginia
$819K 72,000 +72,000 New
PI
96
PEAK6 Investments
Illinois
$779K 68,433 +56,615 +479%
N
97
Natixis
France
$769K 67,581 – –
AIMCA
98
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$737K 64,800 +36,800 +131%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$706K 62,102 +9,000 +17%
TPSF
100
Texas Permanent School Fund
Texas
$681K 59,837 +11,736 +24%
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4
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