WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

218 hedge funds and large institutions have $1.15B invested in Waddell & Reed Financial, Inc. in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 25 closing their positions.

2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

218

Holders Change

Holders Change %

+2.83%

% of All Funds

4.48%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.02%

New

Increased

Reduced

Closed

Calls

$1.39M

Puts

$840K

Net Calls

+$547K

Net Calls Change

+$913K

Top Buyers

1	1 Schroder Investment Management Group London, United Kingdom	$27.1M
2	2 Invesco Atlanta, Georgia	$49.7M
3	RA 3 Royce & Associates New York	$10.1M
4	4 Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$8.97M
5	5 Citadel Advisors Miami, Florida	$7.84M

Top Sellers

1	1 Victory Capital Management San Antonio, Texas	$5.48M
2	2 BlackRock New York	$158M
3	3 APG Asset Management Amsterdam, Netherlands	$5.33M
4	4 Vanguard Group Malvern, Pennsylvania	$110M
5	5 Dimensional Fund Advisors Austin, Texas	$45.3M

#	Name	Market Value	Shares	Shares Change	Shares Change %
101	SOADOR 101 State of Alaska Department of Revenue Juneau, Alaska	$960K	61,902	-200	-0.3%
102	102 Mitsubishi UFJ Trust & Banking Tokyo, Japan	$948K	61,100	+2,600	+4%
103	MAM 103 Martingale Asset Management Boston, Massachusetts	$944K	60,856	-25,700	-30%
104	104 Jane Street New York	$940K	60,562	+60,562	New
105	DA 105 Denali Advisors San Diego, California	$924K	59,600	+900	+2%
106	106 Thrivent Financial for Lutherans Minneapolis, Minnesota	$852K	54,928	-4,009	-7%
107	107 Citigroup New York	$836K	53,900	+6,594	+14%
108	108 SEI Investments Oaks, Pennsylvania	$811K	52,266	+300	+0.6%
109	TPSF 109 Texas Permanent School Fund Austin, Texas	$804K	51,848	-7,989	-13%
110	110 KBC Group Brussels, Belgium	$794K	51,178	+25,589	+100%
111	ISL 111 Ingalls & Snyder LLC New York	$765K	49,323	–	–
112	WGA 112 Weather Gauge Advisory Williamsburg, Virginia	$750K	48,360	-4,773	-9%
113	113 T. Rowe Price Associates Baltimore, Maryland	$742K	47,841	-141	-0.3%
114	AC 114 Athanor Capital New York	$727K	46,853	+46,853	New
115	115 Lazard Asset Management New York	$721K	46,528	+46,528	New
116	QSS 116 Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$713K	45,941	+45,941	New
117	AIG 117 American International Group New York	$709K	45,688	-1,294	-3%
118	118 Los Angeles Capital Management Los Angeles, California	$707K	45,580	-1,725	-4%
119	119 Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$696K	44,848	+15,773	+54%
120	GC 120 Guggenheim Capital Chicago, Illinois	$655K	42,252	+42,252	New
121	CIM 121 Cambria Investment Management Manhattan Beach, California	$605K	39,030	-8,216	-17%
122	122 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$575K	38,065	-4,990	-12%
123	123 Nisa Investment Advisors St. Louis, Missouri	$574K	37,030	-2,000	-5%
124	124 Deutsche Bank Frankfurt Am Main Ge, Germany	$561K	36,177	+3,649	+11%
125	125 Creative Planning Overland Park, Kansas	$558K	35,955	–	–

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR