WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
307
Holders Change
-27
Holders Change %
-8.08%
% of All Funds
8.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$109M
3
Invesco
3
Invesco
Georgia
$40M
4
BIT
4
BlackRock Institutional Trust
California
$154M
5
American Century Companies
5
American Century Companies
Missouri
$42M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$24.7M
2
AL
2
AJO LP
Pennsylvania
$86M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$24.3M
4
Norges Bank
4
Norges Bank
Norway
$44.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOMRS
151
State of Michigan Retirement System
Michigan
$2.07M 40,100 -100 -0.2%
AL
152
Airain Ltd
Guernsey
$2.05M 39,680 -14,054 -26%
LOAMS
153
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.03M 39,112 +39,112 New
AIP
154
Ameritas Investment Partners
Nebraska
$2M 38,699 -193 -0.5%
CCM
155
Channing Capital Management
Illinois
$2M 38,630 +10,558 +38%
AAM
156
Auxier Asset Management
Oregon
$1.81M 35,008 – –
Tudor Investment Corp
157
Tudor Investment Corp
Connecticut
$1.79M 34,681 +11,230 +48%
Nuveen Asset Management
158
Nuveen Asset Management
Illinois
$1.79M 34,666 -221 -0.6%
PAM
159
Panagora Asset Management
Massachusetts
$1.68M 32,421 -252,020 -89%
DCM
160
Dynamic Capital Management
Jersey
$1.66M 32,125 +3,284 +11%
OC
161
Oppenheimer & Co
New York
$1.65M 32,000 +32,000 New
Verition Fund Management
162
Verition Fund Management
Connecticut
$1.65M 31,832 +31,832 New
DGHMC
163
Dalton, Greiner, Hartman, Maher & Co
New York
$1.62M 31,410 +9,676 +45%
IP
164
Interval Partners
New York
$1.59M 30,753 -2,000 -6%
WBC
165
Westpac Banking Corp
Australia
$1.58M 30,600 – –
1SB
166
1ST Source Bank
Indiana
$1.58M 30,573 -4,481 -13%
SCM
167
Stevens Capital Management
Pennsylvania
$1.55M 29,948 -67,813 -69%
KFC
168
Klingenstein Fields & Co
New York
$1.47M 28,349 – –
BIM
169
Bogle Investment Management
Massachusetts
$1.45M 27,966 -5,893 -17%
LMGAM
170
Liberty Mutual Group Asset Management
Massachusetts
$1.42M 27,461 +179 +0.7%
FA
171
FDx Advisors
Illinois
$1.42M 27,393 -4,677 -15%
CC
172
Cipher Capital
New York
$1.41M 27,215 +12,511 +85%
ARTA
173
A.R.T. Advisors
New York
$1.39M 26,808 -62,276 -70%
FCI
174
Financial Counselors Inc
Kansas
$1.38M 26,781 -24 -0.1%
VRS
175
Virginia Retirement Systems
Virginia
$1.37M 26,400 +2,300 +10%
5 6
7
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