WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

296 hedge funds and large institutions have $3.63B invested in Waddell & Reed Financial, Inc. in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 59 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

296

Holders Change

-19

Holders Change %

-6.03%

% of All Funds

7.9%

Holding in Top 10

–

Holding in Top 10 Change

-3

Holding in Top 10 Change %

-100%

% of All Funds

–

New

Increased

Reduced

116

Closed

Calls

$2.27M

Puts

$540K

Net Calls

+$1.73M

Net Calls Change

+$540K

Top Buyers

1	1 T. Rowe Price Associates Baltimore, Maryland	$284M
2	LCOV 2 London Company of Virginia Richmond, Virginia	$149M
3	3 Schroder Investment Management Group London, United Kingdom	$60.4M
4	HCM 4 Hamlin Capital Management New York	$47.7M
5	RA 5 Royce & Associates New York	$83.7M

Top Sellers

1	1 Wellington Management Group Boston, Massachusetts	$101M
2	BIT 2 BlackRock Institutional Trust San Francisco, California	$120M
3	3 Millennium Management New York	$13M
4	4 Citadel Advisors Miami, Florida	$0
5	JIM 5 Jupiter Investment Management London, United Kingdom	$0

#	Name	Market Value	Shares	Shares Change	Shares Change %
151	FHC 151 First Houston Capital Houston, Texas	$1.22M	24,600	+24,600	New
152	RFC 152 Russell Frank Company Seattle, Washington	$1.21M	24,482	-2,652	-10%
153	153 Public Employees Retirement Association of Colorado Denver, Colorado	$1.16M	23,339	-137	-0.6%
154	154 CIBC Private Wealth Group Atlanta, Georgia	$1.15M	23,269	+23,269	New
155	CCMH 155 Cornerstone Capital Management Holdings New York	$1.11M	22,491	-155,491	-87%
156	BF 156 BOK Financial Tulsa, Oklahoma	$1.09M	22,051	+6,443	+41%
157	TU 157 TDAM USA Toronto, Ontario, Canada	$1.08M	21,852	+21,852	New
158	COPPSERS 158 Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.08M	21,809	+3,872	+22%
159	LSERS 159 Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.06M	21,400	-1,400	-6%
160	FCI 160 Financial Counselors Inc Overland Park, Kansas	$1.06M	21,356	-5,350	-20%
161	DGHMC 161 Dalton, Greiner, Hartman, Maher & Co New York	$1.05M	21,272	–	–
162	1SB 162 1ST Source Bank South Bend, Indiana	$1.04M	21,012	-8,587	-29%
163	OC 163 Oppenheimer & Co New York	$1.04M	20,922	+3,684	+21%
164	164 Jacobs Levy Equity Management Florham Park, New Jersey	$1.02M	20,570	-114,040	-85%
165	TRSOTSOK 165 Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.01M	20,400	–	–
166	IRF 166 IBM Retirement Fund Armonk, New York	$996K	20,111	–	–
167	ACI 167 AMP Capital Investors Sydney, Australia	$947K	19,000	+19,000	New
168	168 Legal & General Group London, United Kingdom	$909K	18,342	+5,643	+44%
169	169 TD Asset Management Toronto, Ontario, Canada	$905K	18,270	+1,862	+11%
170	ACI 170 Advance Capital I Southfield, Michigan	$902K	18,200	-300	-2%
171	ANI 171 American National Insurance Galveston, Texas	$892K	18,000	–	–
172	172 BNP Paribas Financial Markets Paris, France	$887K	17,914	-32,457	-64%
173	CCM 173 Copeland Capital Management Conshohocken, Pennsylvania	$875K	17,666	-3,632	-17%
174	GLA 174 Great Lakes Advisors Chicago, Illinois	$839K	16,930	+16,930	New
175	EVM 175 Eaton Vance Management Boston, Massachusetts	$829K	16,729	+2,856	+21%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR