WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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223 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 90 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
-11
Holders Change %
-4.7%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
71
Reduced
90
Closed
26
Calls
$5.02M
Puts
$1.24M
Net Calls
+$3.78M
Net Calls Change
+$20.5M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$18.4M
2
WG
2
Winton Group
United Kingdom
$7.73M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.4M
4
Brown Advisory
4
Brown Advisory
Maryland
$17.4M
5
UBS Group
5
UBS Group
Switzerland
$4.53M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.72M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$22.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.92M
4
FP
4
Foundry Partners
Minnesota
$6.2M
5
VBA
5
Van Berkom & Associates
Quebec, Canada
$37.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Investments
126
Two Sigma Investments
New York
$536K 32,057 +32,057 New
Asset Management One
127
Asset Management One
Japan
$535K 32,008 +7,088 +28%
Two Sigma Advisers
128
Two Sigma Advisers
New York
$508K 30,400 -100,800 -77%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$494K 29,532 -300 -1%
AW
130
Alpha Windward
Massachusetts
$492K 29,400 +2,220 +8%
QCM
131
Quantinno Capital Management
New York
$483K 28,862 -5,320 -16%
Stifel Financial
132
Stifel Financial
Missouri
$474K 28,379 -5,625 -17%
LAM
133
Lingohr Asset Management
Germany
$469K 28,000 – –
AIMCA
134
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$468K 28,000 -165,700 -86%
BGDI
135
BW Gestao de Investimentos
Brazil
$460K 27,528 +5,705 +26%
WI
136
WBI Investments
New Jersey
$450K 26,884 -11,252 -30%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$441K 26,356 -7,878 -23%
ACI
138
AMP Capital Investors
Australia
$436K 25,997 – –
Deutsche Bank
139
Deutsche Bank
Germany
$427K 25,704 +4,500 +21%
MSA
140
Mason Street Advisors
Wisconsin
$410K 24,494 -319 -1%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$402K 24,040 -2,960 -11%
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$399K 23,841 -945 -4%
EGM
143
Engineers Gate Manager
New York
$394K 23,547 +23,547 New
OSIA
144
O'Shares Investment Advisers
Massachusetts
$389K 23,256 +318 +1%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$380K 22,720 -1,700 -7%
MERSOM
146
Municipal Employees' Retirement System of Michigan
Michigan
$374K 22,360 +440 +2%
ZCA
147
Zeke Capital Advisors
Pennsylvania
$374K 22,380 +3,081 +16%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$373K 22,294 -1,784 -7%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$357K 21,373 +3,294 +18%
TI
150
Trexquant Investment
Connecticut
$356K 21,320 +21,320 New
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