WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
116
Reduced
82
Closed
40
Calls
$4.78M
Puts
$8.14M
Net Calls
-$3.36M
Net Calls Change
-$5.37M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$39.7M
2
HCM
2
Herndon Capital Management
Georgia
$115M
3
EIP
3
Epoch Investment Partners
New York
$33.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.3M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
RA
3
Royce & Associates
New York
$24.6M
4
TAM
4
Tiverton Asset Management
Delaware
$3.45M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Credit Agricole
101
Credit Agricole
France
$1.64M 57,376 +1,956 +4%
GAMA
102
Graticule Asia Macro Advisors
New York
$1.6M 55,732 +55,732 New
MOACM
103
Mutual of America Capital Management
New York
$1.59M 55,365 -299 -0.5%
NPIT
104
National Penn Investors Trust
Pennsylvania
$1.59M 55,310 -3,425 -6%
LMGAM
105
Liberty Mutual Group Asset Management
Massachusetts
$1.53M 53,403 +17,723 +50%
Federated Hermes
106
Federated Hermes
Pennsylvania
$1.5M 52,473 -1,812 -3%
Arrowstreet Capital
107
Arrowstreet Capital
Massachusetts
$1.42M 49,700 +17,600 +55%
Comerica Bank
108
Comerica Bank
Texas
$1.42M 57,935 -2,326 -4%
TU
109
TDAM USA
Ontario, Canada
$1.42M 49,424 +27,905 +130%
ISL
110
Ingalls & Snyder LLC
New York
$1.41M 49,323 -1,738 -3%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$1.41M 49,103 -23,353 -32%
ARTA
112
A.R.T. Advisors
New York
$1.4M 48,767 -346 -0.7%
CSS
113
Cubist Systematic Strategies
Connecticut
$1.38M 48,149 +35,451 +279%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$1.36M 47,353 -3,687 -7%
MPAM
115
Monarch Partners Asset Management
Massachusetts
$1.35M 47,175 -269,024 -85%
PP
116
Paloma Partners
Connecticut
$1.31M 45,843 +16,003 +54%
HighTower Advisors
117
HighTower Advisors
Illinois
$1.23M 43,050 +2,932 +7%
GC
118
Grimes & Company
Massachusetts
$1.23M 42,822 -20,931 -33%
PWS
119
Peloton Wealth Strategists
Indiana
$1.2M 41,700 +41,700 New
CB
120
Commerce Bank
Missouri
$1.18M 41,233 +5,145 +14%
ASRS
121
Arizona State Retirement System
Arizona
$1.17M 40,932 +2,679 +7%
Citadel Advisors
122
Citadel Advisors
Florida
$1.1M 38,546 +19,393 +101%
GT
123
Glenmede Trust
Pennsylvania
$1.07M 37,225 +36,268 +3,790%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.05M 36,565 -55,932 -60%
ACA
125
Anchor Capital Advisors
Massachusetts
$1.04M 36,156 -70,352 -66%
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5
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