WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

327 hedge funds and large institutions have $5.25B invested in Waddell & Reed Financial, Inc. in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 35 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

327

Holders Change

-2

Holders Change %

-0.61%

% of All Funds

9.45%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.09%

New

Increased

123

Reduced

126

Closed

Calls

$3.78M

Puts

$13.1M

Net Calls

-$9.28M

Net Calls Change

-$5.78M

Top Buyers

1	1 Wellington Management Group Boston, Massachusetts	$183M
2	2 Prudential Financial Newark, New Jersey	$54.7M
3	QI 3 QS Investors New York	$24.6M
4	4 Vanguard Group Malvern, Pennsylvania	$405M
5	5 Northern Trust Chicago, Illinois	$85.4M

Top Sellers

1	1 Fidelity Investments Boston, Massachusetts	$265M
2	2 Lord, Abbett & Co Jersey City, New Jersey	$40.1M
3	FAM 3 Fred Alger Management New York	$7.82M
4	LCP 4 Lombardia Capital Partners Pasadena, California	$0
5	EIP 5 Epoch Investment Partners New York	$15M

#	Name	Market Value	Shares	Shares Change	Shares Change %
126	BTS 126 BB&T Securities Richmond, Virginia	$3.65M	4,963	-1,210	-20%
127	ISL 127 Ingalls & Snyder LLC New York	$3.63M	49,323	–	–
128	128 Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.58M	48,650	-5,973	-11%
129	129 Nuveen Asset Management Chicago, Illinois	$3.57M	48,418	-116,090	-71%
130	130 PNC Financial Services Group Pittsburgh, Pennsylvania	$3.46M	46,964	-24	-0.1%
131	131 Calamos Advisors Naperville, Illinois	$3.43M	46,600	+1,500	+3%
132	BJ 132 BlackRock Japan Tokyo, Japan	$3.38M	45,894	+28,113	+158%
133	133 Invesco Atlanta, Georgia	$3.36M	45,683	-11,121	-20%
134	134 Capital Fund Management (CFM) Paris, France	$3.35M	45,551	-9,398	-17%
135	135 BNP Paribas Financial Markets Paris, France	$3.28M	48,581	+27,883	+135%
136	WCM 136 Winton Capital Management London, United Kingdom	$3.26M	44,304	+4,406	+11%
137	MSA 137 Mason Street Advisors Milwaukee, Wisconsin	$3.21M	43,615	-345	-0.8%
138	NPIT 138 National Penn Investors Trust Wyomissing, Pennsylvania	$3.01M	40,835	-4,243	-9%
139	139 Bank of Montreal Toronto, Ontario, Canada	$2.98M	40,506	+20,144	+99%
140	SOMRS 140 State of Michigan Retirement System Lansing, Michigan	$2.95M	40,000	–	–
141	141 BlackRock New York	$2.92M	39,689	+22,485	+131%
142	AIP 142 Ameritas Investment Partners Lincoln, Nebraska	$2.88M	39,149	-507	-1%
143	WBC 143 Westpac Banking Corp Sydney, Australia	$2.78M	37,700	–	–
144	DIA 144 Davidson Investment Advisors Great Falls, Montana	$2.67M	36,269	-870	-2%
145	NC 145 Nicholas Company Milwaukee, Wisconsin	$2.61M	35,415	-20,875	-37%
146	1SB 146 1ST Source Bank South Bend, Indiana	$2.6M	35,262	-1,838	-5%
147	AAM 147 Auxier Asset Management Aurora, Oregon	$2.58M	35,008	–	–
148	CONA 148 Capital One National Association New York	$2.51M	34,128	-177	-0.5%
149	CIP 149 Convergence Investment Partners Palm Beach Gardens, Florida	$2.35M	31,944	+31,944	New
150	BIM 150 Bogle Investment Management Newton Lower Falls, Massachusetts	$2.24M	30,459	+1,100	+4%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR