WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
116
Reduced
82
Closed
40
Calls
$4.78M
Puts
$8.14M
Net Calls
-$3.36M
Net Calls Change
-$5.37M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$39.7M
2
HCM
2
Herndon Capital Management
Georgia
$115M
3
EIP
3
Epoch Investment Partners
New York
$33.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.3M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
RA
3
Royce & Associates
New York
$24.6M
4
TAM
4
Tiverton Asset Management
Delaware
$3.45M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
126
BlackRock
New York
$1.02M 35,520 +2,209 +7%
AAM
127
Auxier Asset Management
Oregon
$1M 35,008 – –
MSA
128
Mason Street Advisors
Wisconsin
$996K 34,761 +326 +0.9%
RQS
129
Ramsey Quantitative Systems
Kentucky
$992K 34,611 +7,990 +30%
VKH
130
Virtu KCG Holdings
New York
$975K 34,018 +11,477 +51%
MM
131
Midas Management
New York
$946K 33,000 – –
SOMRS
132
State of Michigan Retirement System
Michigan
$940K 32,800 -5,400 -14%
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
$854K 29,801 +29,801 New
DIA
134
Davidson Investment Advisors
Montana
$848K 29,704 +5,204 +21%
ZCM
135
Zebra Capital Management
Connecticut
$823K 28,727 +1,849 +7%
KFC
136
Klingenstein Fields & Co
New York
$812K 28,349 – –
PAM
137
Princeton Alpha Management
New Jersey
$799K 27,863 +21,873 +365%
ACI
138
AMP Capital Investors
Australia
$791K 27,667 -6,833 -20%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$777K 27,103 +2,916 +12%
IA
140
Icon Advisers
Colorado
$771K 26,900 -91,000 -77%
MERSOM
141
Municipal Employees' Retirement System of Michigan
Michigan
$771K 26,910 -330 -1%
DCM
142
Dynamic Capital Management
Jersey
$770K 26,862 +1,164 +5%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$752K 26,235 – –
LCM
144
Landscape Capital Management
New Jersey
$740K 25,829 +25,829 New
BF
145
BOK Financial
Oklahoma
$733K 25,552 +569 +2%
Nomura Holdings
146
Nomura Holdings
Japan
$724K 25,246 -12,981 -34%
LIM
147
Leavell Investment Management
Alabama
$714K 24,908 +41 +0.2%
SG Americas Securities
148
SG Americas Securities
New York
$691K 24,108 +24,108 New
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$690K 24,062 -113 -0.5%
BKBG
150
BHF Kleinwort Benson Group
Belgium
$688K 23,999 +13,166 +122%
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