WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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297 hedge funds and large institutions have $3.62B invested in Waddell & Reed Financial, Inc. in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
9.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
112
Reduced
101
Closed
28
Calls
$4.89M
Puts
$2.49M
Net Calls
+$2.4M
Net Calls Change
+$1.53M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$154M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.2M
4
NAP
4
New Amsterdam Partners
New York
$27.4M
5
HCM
5
Herndon Capital Management
Georgia
$196M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$286K
2
TCP
2
TAMRO Capital Partners
Virginia
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$11.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$721K
5
RA
5
Royce & Associates
New York
$41.2M
Name Market Value Shares Shares
Change 		Shares
Change %
DCM
101
Dupont Capital Management
Delaware
$4.8M 93,137 -71,874 -44%
TPSF
102
Texas Permanent School Fund
Texas
$4.67M 90,749 -5,609 -6%
First Trust Advisors
103
First Trust Advisors
Illinois
$4.63M 90,019 -40,711 -31%
Federated Hermes
104
Federated Hermes
Pennsylvania
$4.53M 88,051 -12,607 -13%
NC
105
Nicholas Company
Wisconsin
$4.5M 87,435 -37,235 -30%
U
106
UBS
Switzerland
$4.49M 87,165 +430 +0.5%
Comerica Bank
107
Comerica Bank
Texas
$4.19M 81,472 +81,472 New
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$4.1M 79,677 +54,849 +221%
IA
109
Icon Advisers
Colorado
$4.08M 79,336 -51,400 -39%
PPA
110
Parametric Portfolio Associates
Washington
$3.86M 75,052 +2,672 +4%
Swiss National Bank
111
Swiss National Bank
Switzerland
$3.86M 74,900 -3,400 -4%
FQ
112
First Quadrant
California
$3.81M 74,000 – –
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$3.78M 73,362 +600 +0.8%
GIM
114
Goelzer Investment Management
Indiana
$3.55M 68,927 -67,809 -50%
ASRS
115
Arizona State Retirement System
Arizona
$3.49M 67,774 +1,900 +3%
1SB
116
1ST Source Bank
Indiana
$3.43M 66,629 +117 +0.2%
Calamos Advisors
117
Calamos Advisors
Illinois
$3.3M 64,100 -19,000 -23%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$3.25M 63,181 -4,900 -7%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$3.22M 62,547 -98 -0.2%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$3.19M 61,930 -2,300 -4%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.13M 60,853 +7,724 +15%
JIM
122
Jupiter Investment Management
United Kingdom
$3.12M 60,510 +1,660 +3%
TA
123
Teachers Advisors
New York
$2.98M 57,958 +313 +0.5%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$2.96M 57,480 -24,206 -30%
GKIM
125
GW&K Investment Management
Massachusetts
$2.85M 55,394 +1,808 +3%
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