WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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218 hedge funds and large institutions have $1.15B invested in Waddell & Reed Financial, Inc. in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 25 closing their positions.

Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
56
Reduced
97
Closed
25
Calls
$1.39M
Puts
$840K
Net Calls
+$547K
Net Calls Change
+$913K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$27.1M
2
Invesco
2
Invesco
Georgia
$49.7M
3
RA
3
Royce & Associates
New York
$10.1M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.84M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$5.48M
2
BlackRock
2
BlackRock
New York
$158M
3
APG Asset Management
3
APG Asset Management
Netherlands
$5.33M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$110M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
126
Leavell Investment Management
Alabama
$529K 34,126 -1,744 -5%
COPPSERS
127
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$512K 33,033 -2,348 -7%
ICM
128
Invenomic Capital Management
Massachusetts
$505K 32,588 -9,891 -23%
CI Investments Inc
129
CI Investments Inc
Ontario, Canada
$494K 31,853 -4,968 -13%
HF
130
HRT Financial
New York
$474K 30,564 +30,564 New
TD Asset Management
131
TD Asset Management
Ontario, Canada
$465K 30,000 +30,000 New
Truist Financial
132
Truist Financial
North Carolina
$461K 29,713 +29,713 New
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$449K 28,922 -23,175 -44%
TCM
134
Teza Capital Management
Illinois
$448K 28,884 +28,884 New
MIM
135
MetLife Investment Management
New Jersey
$447K 28,810 – –
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$436K 28,132 – –
Squarepoint
137
Squarepoint
New York
$419K 27,033 +27,033 New
Federated Hermes
138
Federated Hermes
Pennsylvania
$400K 25,792 -144,541 -85%
ACM
139
AlphaCrest Capital Management
New York
$393K 25,321 +13,170 +108%
RJA
140
Raymond James & Associates
Florida
$386K 24,862 -292 -1%
PP
141
Paloma Partners
Connecticut
$385K 24,796 +24,796 New
MSA
142
Mason Street Advisors
Wisconsin
$382K 24,637 +143 +0.6%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$368K 23,727 -6,256 -21%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$365K 23,547 -114 -0.5%
GAM
145
Gotham Asset Management
New York
$359K 23,160 -57,676 -71%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$359K 23,137 -11,086 -32%
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$338K 21,820 – –
SFM
148
Systematic Financial Management
New Jersey
$323K 20,830 -9,405 -31%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$314K 20,241 – –
QCM
150
Quantinno Capital Management
New York
$311K 20,023 -24,178 -55%
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6
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