WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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235 hedge funds and large institutions have $1.87B invested in Waddell & Reed Financial, Inc. in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 21 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
5.34%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
88
Reduced
68
Closed
21
Calls
$7.13M
Puts
$1.75M
Net Calls
+$5.38M
Net Calls Change
+$3.49M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$25.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$18.4M
4
CEP
4
Chicago Equity Partners
Illinois
$11.3M
5
CC
5
Carlson Capital
Texas
$11M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$65K
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$46.4M
3
Invesco
3
Invesco
Georgia
$87.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$14.3M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$39.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
126
Municipal Employees' Retirement System of Michigan
Michigan
$707K 31,640 +270 +0.9%
Simplex Trading
127
Simplex Trading
Illinois
$707K 31,660 +24,820 +363%
CPO
128
Cerity Partners OCIO
New York
$701K 31,401 +44 +0.1%
AAM
129
Auxier Asset Management
Oregon
$699K 31,283 -100 -0.3%
BLA
130
Balter Liquid Alternatives
Massachusetts
$686K 30,702 +17,772 +137%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$675K 30,230 +19,572 +184%
Asset Management One
132
Asset Management One
Japan
$672K 29,859 – –
HighTower Advisors
133
HighTower Advisors
Illinois
$668K 29,985 +1,650 +6%
William Blair & Company
134
William Blair & Company
Illinois
$665K 29,750 +525 +2%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$660K 29,540 – –
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$634K 28,374 +2,442 +9%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$630K 28,201 +28,201 New
KA
138
Kovack Advisors
Florida
$605K 27,101 -507 -2%
AW
139
Alpha Windward
Massachusetts
$603K 27,000 +1,260 +5%
ProShare Advisors
140
ProShare Advisors
Maryland
$601K 26,924 +8,043 +43%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$588K 26,337 -29,925 -53%
PP
142
Paloma Partners
Connecticut
$572K 25,587 +11,873 +87%
LIM
143
Leavell Investment Management
Alabama
$539K 24,133 -734 -3%
SOADOR
144
State of Alaska Department of Revenue
Alaska
$530K 23,784 +110 +0.5%
IA
145
IFG Advisory
Georgia
$530K 23,744 +23,744 New
VNA
146
Valley National Advisers
Pennsylvania
$529K 23,664 -1,027 -4%
KI
147
Koch Industries
Kansas
$514K 23,005 +23,005 New
CSS
148
Cubist Systematic Strategies
Connecticut
$502K 22,452 +22,452 New
BCM
149
BlueCrest Capital Management
Jersey
$498K 22,274 +22,274 New
MSA
150
Mason Street Advisors
Wisconsin
$484K 21,684 +513 +2%
4 5
6
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