WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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329 hedge funds and large institutions have $4.61B invested in Waddell & Reed Financial, Inc. in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
+32
Holders Change %
+10.77%
% of All Funds
9.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
59
Increased
100
Reduced
135
Closed
24
Calls
$1.59M
Puts
$5.09M
Net Calls
-$3.5M
Net Calls Change
-$5.9M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$197M
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$50M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$338M
4
FAM
4
Fred Alger Management
New York
$27.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$31.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$279M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.34M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$19.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$84.9M
5
KCM
5
Kornitzer Capital Management
Kansas
$68.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
126
Goelzer Investment Management
Indiana
$3.67M 56,412 -12,515 -18%
NC
127
Nicholas Company
Wisconsin
$3.67M 56,290 -31,145 -36%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$3.63M 55,755 -6,792 -11%
Renaissance Technologies
129
Renaissance Technologies
New York
$3.59M 55,100 +7,100 +15%
Capital Fund Management (CFM)
130
Capital Fund Management (CFM)
France
$3.58M 54,949 -38,793 -41%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.56M 54,623 -6,230 -10%
RJA
132
Raymond James & Associates
Florida
$3.55M 54,504 +1,091 +2%
MOACM
133
Mutual of America Capital Management
New York
$3.4M 52,198 +660 +1%
IA
134
Icon Advisers
Colorado
$3.34M 51,366 -27,970 -35%
Citadel Advisors
135
Citadel Advisors
Florida
$3.34M 51,335 -922,853 -95%
ISL
136
Ingalls & Snyder LLC
New York
$3.21M 49,323 – –
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$3.06M 46,988 -1,302 -3%
Calamos Advisors
138
Calamos Advisors
Illinois
$2.94M 45,100 -19,000 -30%
NPIT
139
National Penn Investors Trust
Pennsylvania
$2.94M 45,078 -605 -1%
MSA
140
Mason Street Advisors
Wisconsin
$2.86M 43,960 -490 -1%
MAM
141
Martingale Asset Management
Massachusetts
$2.84M 43,606 +456 +1%
SOMRS
142
State of Michigan Retirement System
Michigan
$2.61M 40,000 +100 +0.3%
BCM
143
BlueMar Capital Management
Florida
$2.61M 40,000 +40,000 New
WCM
144
Winton Capital Management
United Kingdom
$2.6M 39,898 +3,951 +11%
AIP
145
Ameritas Investment Partners
Nebraska
$2.58M 39,656 -128 -0.3%
NCCM
146
Nine Chapters Capital Management
New Jersey
$2.51M 38,500 +38,500 New
WBC
147
Westpac Banking Corp
Australia
$2.46M 37,700 -11,500 -23%
STC
148
SEI Trust Company
Pennsylvania
$2.42M 37,186 +4,100 +12%
1SB
149
1ST Source Bank
Indiana
$2.42M 37,100 -29,529 -44%
DIA
150
Davidson Investment Advisors
Montana
$2.42M 37,139 -2,155 -5%
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