WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
307
Holders Change
-27
Holders Change %
-8.08%
% of All Funds
8.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$109M
3
Invesco
3
Invesco
Georgia
$40M
4
BIT
4
BlackRock Institutional Trust
California
$154M
5
American Century Companies
5
American Century Companies
Missouri
$42M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$24.7M
2
AL
2
AJO LP
Pennsylvania
$86M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$24.3M
4
Norges Bank
4
Norges Bank
Norway
$44.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
USAA
126
United Services Automobile Association
Texas
$3.01M 58,236 -262,790 -82%
ProShare Advisors
127
ProShare Advisors
Maryland
$3M 57,980 +3,317 +6%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$2.94M 56,930 -600 -1%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$2.81M 54,297 -427 -0.8%
MOACM
130
Mutual of America Capital Management
New York
$2.73M 52,900 +194 +0.4%
ASRS
131
Arizona State Retirement System
Arizona
$2.71M 52,374 -400 -0.8%
Lazard Asset Management
132
Lazard Asset Management
New York
$2.66M 51,405 -345,834 -87%
AAMU
133
AEGON Asset Management (UK)
United Kingdom
$2.61M 50,571 -258 -0.5%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.58M 49,986 -2,821 -5%
BTS
135
BB&T Securities
Virginia
$2.58M 4,998 -96 -2%
ISL
136
Ingalls & Snyder LLC
New York
$2.55M 49,323 – –
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$2.5M 48,428 +8,384 +21%
First Trust Advisors
138
First Trust Advisors
Illinois
$2.5M 48,401 -136,889 -74%
KBC Group
139
KBC Group
Belgium
$2.49M 48,118 +48,118 New
Calamos Advisors
140
Calamos Advisors
Illinois
$2.41M 46,600 -1,220 -3%
NCCM
141
Nine Chapters Capital Management
New Jersey
$2.37M 45,900 +1,200 +3%
SFP
142
Santa Fe Partners
New Mexico
$2.37M 45,801 +1,985 +5%
HNB
143
Huntington National Bank
Ohio
$2.32M 44,812 +44,812 New
RJA
144
Raymond James & Associates
Florida
$2.3M 44,473 +575 +1%
GC
145
Grimes & Company
Massachusetts
$2.29M 44,371 +747 +2%
Credit Agricole
146
Credit Agricole
France
$2.24M 43,259 – –
MSA
147
Mason Street Advisors
Wisconsin
$2.21M 42,797 +45 +0.1%
WG
148
Winton Group
United Kingdom
$2.16M 41,849 -9,924 -19%
NPIT
149
National Penn Investors Trust
Pennsylvania
$2.14M 41,420 +935 +2%
AC
150
Addenda Capital
Quebec, Canada
$2.14M 41,404 +10,562 +34%
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