WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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289 hedge funds and large institutions have $3.46B invested in Waddell & Reed Financial, Inc. in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 37 closing their positions.

Holders
289
Holders Change
-7
Holders Change %
-2.36%
% of All Funds
7.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
125
Reduced
85
Closed
37
Calls
$3.42M
Puts
$1.66M
Net Calls
+$1.77M
Net Calls Change
+$36K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$77.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$290M
3
RA
3
Royce & Associates
New York
$98.7M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$18.1M
5
HCM
5
Herndon Capital Management
Georgia
$151M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$395M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.49M
3
Ameriprise
3
Ameriprise
Minnesota
$20.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$82.4M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
101
Russell Frank Company
Washington
$3.23M 68,170 +43,688 +178%
SB
102
Suntrust Banks
Georgia
$3.22M 67,988 – –
AllianceBernstein
103
AllianceBernstein
Tennessee
$3.15M 66,585 +650 +1%
RIA
104
Regal Investment Advisors
Michigan
$3.07M 64,932 +3,902 +6%
BG
105
BlackRock Group
United Kingdom
$3.07M 64,774 -9,794 -13%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$3.06M 64,661 -50 -0.1%
GC
107
Grimes & Company
Massachusetts
$3.01M 63,670 +4,579 +8%
FQ
108
First Quadrant
California
$2.96M 62,500 – –
TA
109
Teachers Advisors
New York
$2.9M 61,236 +309 +0.5%
VNA
110
Valley National Advisers
Pennsylvania
$2.85M 60,131 +1,276 +2%
RA
111
Rational Advisors
New York
$2.82M 59,500 -14,250 -19%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$2.79M 59,040 -166,586 -74%
NPIT
113
National Penn Investors Trust
Pennsylvania
$2.79M 58,970 +110 +0.2%
MOACM
114
Mutual of America Capital Management
New York
$2.57M 54,291 +1,003 +2%
MPI
115
Mairs & Power Inc
Minnesota
$2.46M 52,000 +13,200 +34%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$2.45M 51,774 -6,316 -11%
ISL
117
Ingalls & Snyder LLC
New York
$2.44M 51,540 +521 +1%
Barclays
118
Barclays
United Kingdom
$2.43M 51,639 +38,213 +285%
SAMH
119
Shanda Asset Management Holdings
British Virgin Islands
$2.37M 50,000 +50,000 New
VOYA Investment Management
120
VOYA Investment Management
Georgia
$2.34M 49,532 -2,548 -5%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$2.26M 47,730 – –
LG
122
Leuthold Group
Minnesota
$2.16M 45,732 +45,732 New
GIA
123
Gargoyle Investment Advisor
New Jersey
$1.92M 40,484 – –
HighTower Advisors
124
HighTower Advisors
Illinois
$1.9M 40,182 +9,259 +30%
USAA
125
United Services Automobile Association
Texas
$1.9M 40,062 -1,372 -3%
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