WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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218 hedge funds and large institutions have $1.15B invested in Waddell & Reed Financial, Inc. in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 25 closing their positions.

Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
56
Reduced
97
Closed
25
Calls
$1.39M
Puts
$840K
Net Calls
+$547K
Net Calls Change
+$913K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$27.1M
2
Invesco
2
Invesco
Georgia
$49.7M
3
RA
3
Royce & Associates
New York
$10.1M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.84M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$5.48M
2
BlackRock
2
BlackRock
New York
$158M
3
APG Asset Management
3
APG Asset Management
Netherlands
$5.33M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$110M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Investments
76
Two Sigma Investments
New York
$1.79M 115,313 +81,965 +246%
AQR Capital Management
77
AQR Capital Management
Connecticut
$1.77M 114,135 -58,429 -34%
Renaissance Technologies
78
Renaissance Technologies
New York
$1.72M 111,000 +111,000 New
Prudential Financial
79
Prudential Financial
New Jersey
$1.65M 106,279 -33,221 -24%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.62M 104,191 -6,775 -6%
Barclays
81
Barclays
United Kingdom
$1.52M 97,842 +11,124 +13%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$1.51M 97,154 -6,163 -6%
RVPG
83
Relative Value Partners Group
$1.47M 94,815 -22,470 -19%
CS
84
Credit Suisse
Switzerland
$1.45M 93,790 -1,409 -1%
AG
85
Aperio Group
California
$1.45M 93,774 +4,043 +5%
DA
86
Duality Advisers
Florida
$1.45M 93,319 +93,319 New
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$1.34M 86,321 – –
BC
88
Burney Company
Virginia
$1.32M 84,849 -4,424 -5%
Canada Life
89
Canada Life
Manitoba, Canada
$1.31M 84,725 -8,973 -10%
SG Americas Securities
90
SG Americas Securities
New York
$1.29M 83,318 +53,658 +181%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$1.29M 83,100 -15,200 -15%
GIA
92
Gateway Investment Advisers
Ohio
$1.29M 82,975 – –
FP
93
Factorial Partners
New York
$1.28M 82,500 +6,000 +8%
GT
94
Glenmede Trust
Pennsylvania
$1.27M 81,724 -176 -0.2%
VRS
95
Virginia Retirement Systems
Virginia
$1.24M 80,100 +8,100 +11%
ZCM
96
Ziegler Capital Management
Illinois
$1.22M 78,730 +78,730 New
Comerica Bank
97
Comerica Bank
Texas
$1.14M 76,045 -941 -1%
N
98
Natixis
France
$1.04M 67,000 -581 -0.9%
AIMCA
99
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.01M 64,800 – –
CSS
100
Cubist Systematic Strategies
Connecticut
$982K 63,322 -65,456 -51%
2 3
4
5 6