WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

222 hedge funds and large institutions have $1.48B invested in Waddell & Reed Financial, Inc. in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 45 increasing their positions, 108 reducing their positions, and 40 closing their positions.

2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

222

Holders Change

Holders Change %

+3.74%

% of All Funds

3.94%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.02%

New

Increased

Reduced

108

Closed

Calls

$3.89M

Puts

$1.28M

Net Calls

+$2.61M

Net Calls Change

+$1.51M

Top Buyers

1	AAM 1 Alpine Associates Management Palm Beach, Florida	$39.9M
2	2 Morgan Stanley New York	$24M
3	3 Barclays London, United Kingdom	$19M
4	WIC 4 Water Island Capital New York	$14.4M
5	TMAM 5 Tokio Marine Asset Management Tokyo, Japan	$9.76M

Top Sellers

1	1 Fidelity Investments Boston, Massachusetts	$15M
2	2 Schroder Investment Management Group London, United Kingdom	$9.07M
3	BAM 3 Burgundy Asset Management Toronto, Ontario, Canada	$85.2M
4	4 Brown Advisory Baltimore, Maryland	$1.55M
5	5 Fisher Asset Management Camas, Washington	$0

#	Name	Market Value	Shares	Shares Change	Shares Change %
76	76 HSBC Holdings London, United Kingdom	$2.41M	94,693	+94,693	New
77	77 KBC Group Brussels, Belgium	$2.37M	16,908	–	–
78	78 California State Teachers Retirement System (CalSTRS) West Sacramento, California	$2.37M	92,892	-4,262	-4%
79	AG 79 Aperio Group Sausalito, California	$2.35M	92,218	+1,756	+2%
80	RA 80 Royce & Associates New York	$2.15M	84,363	-685,813	-89%
81	81 SEI Investments Oaks, Pennsylvania	$2.1M	82,338	-11,194	-12%
82	CA 82 Continental Advisors Park City, Utah	$2.09M	82,010	-140,400	-63%
83	WAM 83 Wolverine Asset Management Chicago, Illinois	$1.93M	75,730	+75,730	New
84	BC 84 Burney Company Reston, Virginia	$1.84M	72,364	-40,750	-36%
85	WG 85 Winton Group London, United Kingdom	$1.82M	71,270	-136,806	-66%
86	QI 86 QS Investors New York	$1.68M	65,799	+65,799	New
87	87 Comerica Bank Dallas, Texas	$1.65M	65,691	-7,977	-11%
88	88 Canada Life Winnipeg, Manitoba, Canada	$1.61M	63,277	-12,844	-17%
89	89 Qube Research & Technologies (QRT) London, United Kingdom	$1.6M	62,721	+49,499	+374%
90	90 Brown Advisory Baltimore, Maryland	$1.55M	60,970	-1,061,269	-95%
91	91 Russell Investments Group London, United Kingdom	$1.55M	60,911	-379,008	-86%
92	92 New York State Common Retirement Fund Albany, New York	$1.45M	57,000	-26,100	-31%
93	ECM 93 ExodusPoint Capital Management New York	$1.44M	56,559	-16,605	-23%
94	94 Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.32M	51,741	-2,292	-4%
95	JPMPWA 95 J.P. Morgan Private Wealth Advisors San Francisco, California	$1.29M	50,739	-20,818	-29%
96	TPSF 96 Texas Permanent School Fund Austin, Texas	$1.28M	50,192	-10,682	-18%
97	CC 97 Centiva Capital New York	$1.27M	50,000	+50,000	New
98	98 Deutsche Bank Frankfurt Am Main Ge, Germany	$1.26M	49,604	+10,784	+28%
99	ISL 99 Ingalls & Snyder LLC New York	$1.25M	49,000	–	–
100	100 Mitsubishi UFJ Trust & Banking Tokyo, Japan	$1.24M	48,700	-12,400	-20%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR