WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
RT
101
Rockland Trust
Massachusetts
$1.07M 54,569 -3,143 -5%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$1.05M 53,862 +21,046 +64%
NI
103
Numeric Investors
Massachusetts
$1.02M 52,000 +52,000 New
ISL
104
Ingalls & Snyder LLC
New York
$962K 49,323 – –
Jennison Associates
105
Jennison Associates
New York
$945K 48,426 +11,911 +33%
CPO
106
Cerity Partners OCIO
New York
$940K 48,147 +3,622 +8%
ACI
107
AMP Capital Investors
Australia
$923K 47,567 +13,200 +38%
Canada Life
108
Canada Life
Manitoba, Canada
$905K 46,391 -4,400 -9%
PWS
109
Peloton Wealth Strategists
Indiana
$892K 45,700 -11,600 -20%
VNA
110
Valley National Advisers
Pennsylvania
$876K 44,885 -14,628 -25%
BA
111
BlackRock Advisors
Delaware
$858K 43,965 +1,069 +2%
B
112
BancorpSouth
Mississippi
$857K 43,954 +4,761 +12%
CIP
113
Convergence Investment Partners
Florida
$851K 43,597 -26,349 -38%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$847K 43,400 – –
AIA
115
Allegis Investment Advisors
Idaho
$840K 43,056 +8,844 +26%
HFS
116
HL Financial Services
Kentucky
$840K 43,050 +43,050 New
DLHL
117
Donald L. Hagan LLC
Florida
$800K 41,006 +156 +0.4%
LMGAM
118
Liberty Mutual Group Asset Management
Massachusetts
$762K 39,088 +462 +1%
MSA
119
Mason Street Advisors
Wisconsin
$754K 38,649 +320 +0.8%
MERSOM
120
Municipal Employees' Retirement System of Michigan
Michigan
$742K 38,050 +1,480 +4%
AAA
121
Adams Asset Advisors
Texas
$730K 37,452 +10,152 +37%
ASRS
122
Arizona State Retirement System
Arizona
$722K 36,986 +2,454 +7%
ZCM
123
Zebra Capital Management
Connecticut
$719K 36,831 -20,329 -36%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$715K 37,371 +2,122 +6%
PP
125
Paloma Partners
Connecticut
$701K 35,927 +10,084 +39%
3 4
5
6 7