WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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286 hedge funds and large institutions have $2.51B invested in Waddell & Reed Financial, Inc. in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 42 closing their positions.

Holders
286
Holders Change
-3
Holders Change %
-1.04%
% of All Funds
7.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
114
Reduced
85
Closed
42
Calls
$4.71M
Puts
$2.7M
Net Calls
+$2.01M
Net Calls Change
+$247K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$235M
2
Bank of America
2
Bank of America
North Carolina
$28.8M
3
HCM
3
Hamlin Capital Management
New York
$52M
4
HCM
4
Hodges Capital Management
Texas
$15.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$299M

Top Sellers

1
DC
1
Davenport & Co
Virginia
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$34.4M
3
AAMU
3
AEGON Asset Management (UK)
United Kingdom
$0
4
Wells Fargo
4
Wells Fargo
California
$1.32M
5
RA
5
Royce & Associates
New York
$54.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$2.28M 65,583 +16,051 +32%
TA
102
Teachers Advisors
New York
$2.24M 64,532 +3,296 +5%
GC
103
Grimes & Company
Massachusetts
$2.22M 63,753 +83 +0.1%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$2.19M 62,901 -1,760 -3%
GIA
105
Gargoyle Investment Advisor
New Jersey
$2.17M 62,484 +22,000 +54%
Comerica Bank
106
Comerica Bank
Texas
$2.1M 60,261 -63,213 -51%
RA
107
Rational Advisors
New York
$2.07M 59,500 – –
VNA
108
Valley National Advisers
Pennsylvania
$2.06M 59,375 -756 -1%
NPIT
109
National Penn Investors Trust
Pennsylvania
$2.04M 58,735 -235 -0.4%
UBS Group
110
UBS Group
Switzerland
$2.01M 57,836 -22,667 -28%
MOACM
111
Mutual of America Capital Management
New York
$1.94M 55,664 +1,373 +3%
Credit Agricole
112
Credit Agricole
France
$1.93M 55,420 -16,566 -23%
Federated Hermes
113
Federated Hermes
Pennsylvania
$1.89M 54,285 -18,948 -26%
BA
114
Boston Advisors
Massachusetts
$1.81M 51,934 +51,934 New
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$1.78M 51,040 -734 -1%
ISL
116
Ingalls & Snyder LLC
New York
$1.78M 51,061 -479 -0.9%
BACM
117
Blue Arrow Capital Management
New York
$1.74M 50,000 +50,000 New
ARTA
118
A.R.T. Advisors
New York
$1.71M 49,113 +22,508 +85%
Renaissance Technologies
119
Renaissance Technologies
New York
$1.67M 48,100 +16,700 +53%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$1.56M 44,730 -78,747 -64%
Nomura Holdings
121
Nomura Holdings
Japan
$1.41M 38,227 +24,410 +177%
HighTower Advisors
122
HighTower Advisors
Illinois
$1.39M 40,118 -64 -0.2%
NI
123
Numeric Investors
Massachusetts
$1.33M 38,300 +38,300 New
ASRS
124
Arizona State Retirement System
Arizona
$1.33M 38,253 +38,253 New
SOMRS
125
State of Michigan Retirement System
Michigan
$1.33M 38,200 -200 -0.5%
3 4
5
6 7