WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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222 hedge funds and large institutions have $1.48B invested in Waddell & Reed Financial, Inc. in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 45 increasing their positions, 108 reducing their positions, and 40 closing their positions.

Holders
222
Holders Change
+8
Holders Change %
+3.74%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
45
Reduced
108
Closed
40
Calls
$3.89M
Puts
$1.28M
Net Calls
+$2.61M
Net Calls Change
+$1.51M

Top Buyers

1
AAM
1
Alpine Associates Management
Florida
$39.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$24M
3
Barclays
3
Barclays
United Kingdom
$19M
4
WIC
4
Water Island Capital
New York
$14.4M
5
TMAM
5
Tokio Marine Asset Management
Japan
$9.76M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.07M
3
BAM
3
Burgundy Asset Management
Ontario, Canada
$85.2M
4
Brown Advisory
4
Brown Advisory
Maryland
$1.55M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOADOR
101
State of Alaska Department of Revenue
Alaska
$1.24M 48,656 -12,316 -20%
COPPSERS
102
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.23M 48,424 -2,142 -4%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$1.21M 47,335 -506 -1%
SG Americas Securities
104
SG Americas Securities
New York
$1.04M 40,782 -16,237 -28%
WGA
105
Weather Gauge Advisory
Virginia
$1.03M 40,295 -8,311 -17%
AIM
106
Aigen Investment Management
New York
$1.01M 39,649 -64,412 -62%
MC
107
Maverick Capital
Texas
$985K 38,668 +38,668 New
Citigroup
108
Citigroup
New York
$975K 38,276 +11,208 +41%
CIM
109
Cambria Investment Management
California
$968K 38,003 -2,054 -5%
DCM
110
Dupont Capital Management
Delaware
$950K 37,298 -2,784 -7%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$944K 37,056 -313 -0.8%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$917K 36,000 -5,030 -12%
FP
113
Factorial Partners
New York
$917K 36,000 -14,500 -29%
HF
114
HRT Financial
New York
$905K 35,541 +35,541 New
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$903K 35,470 -2,930 -8%
LIM
116
Leavell Investment Management
Alabama
$889K 34,888 -10,738 -24%
Creative Planning
117
Creative Planning
Kansas
$874K 34,317 -9,238 -21%
MSL
118
Mackay Shields LLC
New York
$864K 33,900 +7,200 +27%
AAMU
119
Amundi Asset Management US
Massachusetts
$853K 33,500 -6,000 -15%
VI
120
Versor Investments
New York
$843K 33,098 +33,098 New
Walleye Trading
121
Walleye Trading
New York
$826K 32,419 +29,108 +879%
AQR Capital Management
122
AQR Capital Management
Connecticut
$805K 31,588 -45,259 -59%
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
$792K 31,107 +31,107 New
E
124
Ergoteles
New York
$739K 29,011 +29,011 New
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$734K 28,800 -1,400 -5%
3 4
5
6 7