WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

287 hedge funds and large institutions have $3.09B invested in Waddell & Reed Financial, Inc. in 2013 Q2 according to their latest regulatory filings, with 287 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
287
Holders Change
+287
Holders Change %
–
% of All Funds
9.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
287
Increased
–
Reduced
–
Closed
–
Calls
$2.4M
Puts
$1.52M
Net Calls
+$876K
Net Calls Change
+$876K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M
3
HCM
3
Herndon Capital Management
Georgia
$155M
4
State Street
4
State Street
Massachusetts
$105M
5
BIT
5
BlackRock Institutional Trust
California
$104M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
TA
126
Teachers Advisors
New York
$2.51M 57,645 +57,645 New
MAM
127
Martingale Asset Management
Massachusetts
$2.5M 57,545 +57,545 New
GAM
128
Gotham Asset Management
New York
$2.44M 56,060 +56,060 New
SAG
129
Sterne Agee Group
Alabama
$2.41M 55,339 +55,339 New
FM
130
Family Management
New York
$2.38M 54,700 +54,700 New
GKIM
131
GW&K Investment Management
Massachusetts
$2.33M 53,586 +53,586 New
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.31M 53,129 +53,129 New
MOACM
133
Mutual of America Capital Management
New York
$2.25M 51,677 +51,677 New
MSA
134
Mason Street Advisors
Wisconsin
$2.2M 50,660 +50,660 New
WBC
135
Westpac Banking Corp
Australia
$2.15M 49,200 +49,200 New
ISL
136
Ingalls & Snyder LLC
New York
$2.15M 49,323 +49,323 New
BG
137
BlackRock Group
United Kingdom
$2.03M 46,568 +46,568 New
Natixis Advisors
138
Natixis Advisors
Massachusetts
$1.98M 45,600 +45,600 New
RJA
139
Raymond James & Associates
Florida
$1.9M 43,693 +43,693 New
ERSOT
140
Employees Retirement System of Texas
Texas
$1.83M 42,000 +42,000 New
WHG
141
Westwood Holdings Group
Texas
$1.78M 40,865 +40,865 New
Invesco
142
Invesco
Georgia
$1.77M 40,672 +40,672 New
ARTA
143
A.R.T. Advisors
New York
$1.76M 40,424 +40,424 New
DIA
144
Davidson Investment Advisors
Montana
$1.75M 40,299 +40,299 New
IRF
145
IBM Retirement Fund
New York
$1.73M 39,825 +39,825 New
SOMRS
146
State of Michigan Retirement System
Michigan
$1.72M 39,500 +39,500 New
PP
147
PDT Partners
New York
$1.68M 38,562 +38,562 New
KCM
148
Kames Capital Management
United Kingdom
$1.56M 35,885 +35,885 New
LMGAM
149
Liberty Mutual Group Asset Management
Massachusetts
$1.54M 35,397 +35,397 New
AAM
150
Auxier Asset Management
Oregon
$1.52M 35,008 +35,008 New
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