WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
78
Reduced
73
Closed
22
Calls
$4.88M
Puts
$2.99M
Net Calls
+$1.89M
Net Calls Change
-$6.94M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$24M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.22M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.1M
4
IP
4
Interval Partners
New York
$4.26M
5
PI
5
Putnam Investments
Massachusetts
$4.63M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46M
2
RT
2
Rockland Trust
Massachusetts
$1.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$22.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$53.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$1.13M 56,262 – –
ACI
102
AMP Capital Investors
Australia
$1.1M 54,667 -5,100 -9%
DLHL
103
Donald L. Hagan LLC
Florida
$1.07M 53,143 -2,119 -4%
Public Sector Pension Investment Board (PSP Investments)
104
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.06M 52,838 +9,838 +23%
GS
105
GAM Systematic
United Kingdom
$1.05M 52,438 +52,438 New
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$1.02M 50,870 +440 +0.9%
AAA
107
Adams Asset Advisors
Texas
$992K 49,464 – –
ISL
108
Ingalls & Snyder LLC
New York
$990K 49,323 – –
VRS
109
Virginia Retirement Systems
Virginia
$963K 48,000 +48,000 New
O
110
OppenheimerFunds
New York
$892K 44,438 -4,859 -10%
USAA
111
United Services Automobile Association
Texas
$888K 44,250 +44,250 New
ASRS
112
Arizona State Retirement System
Arizona
$871K 43,400 -200 -0.5%
FA
113
FDx Advisors
Illinois
$817K 40,701 -960 -2%
Stifel Financial
114
Stifel Financial
Missouri
$808K 40,305 -150 -0.4%
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$784K 39,066 +2,610 +7%
AG
116
Advisor Group
Arizona
$731K 36,465 +620 +2%
Victory Capital Management
117
Victory Capital Management
Texas
$714K 35,590 +12,206 +52%
RCM
118
Radnor Capital Management
Pennsylvania
$695K 36,800 – –
AIA
119
Arrow Investment Advisors
Maryland
$686K 34,200 -4,800 -12%
LSERS
120
Louisiana State Employees Retirement System
Louisiana
$680K 33,900 -200 -0.6%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$678K 33,765 – –
American Century Companies
122
American Century Companies
Missouri
$646K 32,208 +2,153 +7%
AAM
123
Auxier Asset Management
Oregon
$630K 31,383 -3,175 -9%
MERSOM
124
Municipal Employees' Retirement System of Michigan
Michigan
$630K 31,370 +11,490 +58%
CPO
125
Cerity Partners OCIO
New York
$629K 31,357 -1,850 -6%
3 4
5
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