WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

214 hedge funds and large institutions have $1.06B invested in Waddell & Reed Financial, Inc. in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 31 closing their positions.

Holders
214
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
69
Reduced
79
Closed
31
Calls
$2.42M
Puts
$1.32M
Net Calls
+$1.1M
Net Calls Change
+$556K

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$10.4M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$5.43M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$31.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$14.9M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$69.2M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$0
2
BlackRock
2
BlackRock
New York
$142M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$99.2M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
AL
5
AJO LP
Pennsylvania
$8K
Name Market Value Shares Shares
Change 		Shares
Change %
VIA
76
Vident Investment Advisory
Georgia
$1.56M 105,247 -16,234 -13%
AIM
77
Aigen Investment Management
New York
$1.55M 104,061 +104,061 New
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.54M 103,714 -477 -0.5%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$1.44M 97,154 – –
SEI Investments
80
SEI Investments
Pennsylvania
$1.39M 93,532 +41,266 +79%
AC
81
Athanor Capital
New York
$1.37M 92,492 +45,639 +97%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$1.37M 92,200 +62,200 +207%
AG
83
Aperio Group
California
$1.34M 90,462 -3,312 -4%
Barclays
84
Barclays
United Kingdom
$1.33M 89,760 -8,082 -8%
CS
85
Credit Suisse
Switzerland
$1.3M 87,434 -6,356 -7%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$1.28M 86,321 – –
Squarepoint
87
Squarepoint
New York
$1.25M 83,942 +56,909 +211%
Comerica Bank
88
Comerica Bank
Texas
$1.24M 73,668 -2,377 -3%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$1.23M 83,100 – –
GT
90
Glenmede Trust
Pennsylvania
$1.2M 81,098 -626 -0.8%
AQR Capital Management
91
AQR Capital Management
Connecticut
$1.14M 76,847 -37,288 -33%
ZCM
92
Ziegler Capital Management
Illinois
$1.14M 76,610 -2,120 -3%
Canada Life
93
Canada Life
Manitoba, Canada
$1.13M 76,121 -8,604 -10%
ECM
94
ExodusPoint Capital Management
New York
$1.09M 73,164 +58,990 +416%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$1.06M 71,557 +71,557 New
N
96
Natixis
France
$995K 67,000 – –
TRCT
97
Tower Research Capital (TRC)
New York
$929K 62,548 +51,933 +489%
Mitsubishi UFJ Trust & Banking
98
Mitsubishi UFJ Trust & Banking
Japan
$907K 61,100 – –
SOADOR
99
State of Alaska Department of Revenue
Alaska
$905K 60,972 -930 -2%
TPSF
100
Texas Permanent School Fund
Texas
$904K 60,874 +9,026 +17%
2 3
4
5 6