WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
307
Holders Change
-27
Holders Change %
-8.08%
% of All Funds
8.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$109M
3
Invesco
3
Invesco
Georgia
$40M
4
BIT
4
BlackRock Institutional Trust
California
$154M
5
American Century Companies
5
American Century Companies
Missouri
$42M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$24.7M
2
AL
2
AJO LP
Pennsylvania
$86M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$24.3M
4
Norges Bank
4
Norges Bank
Norway
$44.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
101
HBK Investments
Texas
$4.83M 93,460 +64,860 +227%
GC
102
Globeflex Capital
California
$4.68M 90,550 -62 -0.1%
Stifel Financial
103
Stifel Financial
Missouri
$4.55M 88,094 +64,463 +273%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$4.51M 87,200 -160,600 -65%
MPAM
105
Monarch Partners Asset Management
Massachusetts
$4.46M 86,199 +9,800 +13%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$4.17M 80,722 -34,301 -30%
PPA
107
Parametric Portfolio Associates
Washington
$4.07M 78,770 -15,657 -17%
DIA
108
Davidson Investment Advisors
Montana
$4.04M 78,493 +52,969 +208%
DCM
109
Dupont Capital Management
Delaware
$4.03M 78,017 -38,046 -33%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$3.99M 77,183 -105,609 -58%
TPSF
111
Texas Permanent School Fund
Texas
$3.96M 76,593 -9,571 -11%
SDIC
112
South Dakota Investment Council
South Dakota
$3.92M 75,800 +75,800 New
U
113
UBS
Switzerland
$3.9M 75,360 +827 +1%
GP
114
GLG Partners
United Kingdom
$3.88M 75,000 +75,000 New
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$3.85M 74,545 -187 -0.3%
TA
116
Teachers Advisors
New York
$3.84M 74,353 -37,946 -34%
AllianceBernstein
117
AllianceBernstein
Tennessee
$3.83M 74,024 -83,540 -53%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$3.49M 67,427 +2,665 +4%
ERSOT
119
Employees Retirement System of Texas
Texas
$3.46M 67,000 +67,000 New
Comerica Bank
120
Comerica Bank
Texas
$3.45M 66,699 -165 -0.2%
AP
121
AHL Partners
United Kingdom
$3.44M 66,446 +66,446 New
RFC
122
Russell Frank Company
Washington
$3.29M 63,549 -383,312 -86%
SAG
123
Sterne Agee Group
Alabama
$3.28M 63,379 +3,121 +5%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$3.24M 62,691 +420 +0.7%
HCM
125
Highbridge Capital Management
New York
$3.01M 58,303 +36,173 +163%
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5
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