WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 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

248

Holders Change

Holders Change %

+3.77%

% of All Funds

5.68%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+100%

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

$3.44M

Puts

$1.19M

Net Calls

+$2.25M

Net Calls Change

+$1.22M

Top Buyers

1	1 Citadel Advisors Miami, Florida	$34.2M
2	2 Wells Fargo San Francisco, California	$24M
3	WI 3 WBI Investments Red Bank, New Jersey	$9.42M
4	4 Brown Advisory Baltimore, Maryland	$6.85M
5	GLA 5 Great Lakes Advisors Chicago, Illinois	$6.11M

Top Sellers

1	1 Schroder Investment Management Group London, United Kingdom	$4.72M
2	JIM 2 Jupiter Investment Management London, United Kingdom	$7.86M
3	AAMU 3 Amundi Asset Management US Boston, Massachusetts	$2.9M
4	TCIM 4 TIAA CREF Investment Management New York	$3.46M
5	5 Millennium Management New York	$4.77M

#	Name	Market Value	Shares	Shares Change	Shares Change %
126	SOADOR 126 State of Alaska Department of Revenue Juneau, Alaska	$791K	37,379	+10,395	+39%
127	LIM 127 Leavell Investment Management Mobile, Alabama	$774K	36,534	–	–
128	LSERS 128 Louisiana State Employees Retirement System Baton Rouge, Louisiana	$746K	35,200	-1,500	-4%
129	MIM 129 MetLife Investment Management Whippany, New Jersey	$713K	33,654	-5,339	-14%
130	PP 130 Paloma Partners Greenwich, Connecticut	$688K	32,500	+32,500	New
131	131 American Century Companies Kansas City, Missouri	$657K	30,998	–	–
132	ACI 132 AMP Capital Investors Sydney, Australia	$591K	27,667	-24,600	-47%
133	133 BNP Paribas Financial Markets Paris, France	$585K	27,605	-2,281	-8%
134	PA 134 Pinnacle Associates New York	$575K	27,152	-9,950	-27%
135	MLICM 135 Metropolitan Life Insurance Company (MetLife) New York	$568K	26,810	–	–
136	TRSOTSOK 136 Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$566K	26,720	-1,000	-4%
137	AW 137 Alpha Windward Westwood, Massachusetts	$550K	25,980	+300	+1%
138	AAM 138 Auxier Asset Management Aurora, Oregon	$530K	25,008	-200	-0.8%
139	KA 139 Kovack Advisors Ft. Lauderdale, Florida	$507K	23,958	-1,600	-6%
140	MSA 140 Mason Street Advisors Milwaukee, Wisconsin	$501K	23,633	-57	-0.2%
141	MC 141 Menta Capital San Francisco, California	$456K	21,516	-39,599	-65%
142	142 HighTower Advisors Chicago, Illinois	$454K	21,359	+9,751	+84%
143	FCM 143 Flinton Capital Management Philadelphia, Pennsylvania	$452K	21,352	+4,284	+25%
144	CIP 144 Convergence Investment Partners Palm Beach Gardens, Florida	$419K	19,766	+19,766	New
145	145 Jane Street New York	$417K	19,687	+19,687	New
146	TEE 146 Tibra Equities Europe London, United Kingdom	$415K	19,584	+19,584	New
147	EMG 147 Ellington Management Group Old Greenwich, Connecticut	$415K	19,600	+19,600	New
148	CBOA 148 Commonwealth Bank of Australia Sydney, NSW, Australia	$408K	19,300	+19,300	New
149	FCI 149 Financial Counselors Inc Overland Park, Kansas	$406K	19,150	-1,000	-5%
150	COPPSERS 150 Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$403K	19,041	+1,688	+10%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR