WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
116
Reduced
82
Closed
40
Calls
$4.78M
Puts
$8.14M
Net Calls
-$3.36M
Net Calls Change
-$5.37M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$39.7M
2
HCM
2
Herndon Capital Management
Georgia
$115M
3
EIP
3
Epoch Investment Partners
New York
$33.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.3M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
RA
3
Royce & Associates
New York
$24.6M
4
TAM
4
Tiverton Asset Management
Delaware
$3.45M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
151
Santa Fe Partners
New Mexico
$687K 24,004 +6,658 +38%
M&T Bank
152
M&T Bank
New York
$671K 23,458 +1,554 +7%
PAM
153
Panagora Asset Management
Massachusetts
$667K 23,266 – –
Legal & General Group
154
Legal & General Group
United Kingdom
$662K 23,088 +894 +4%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$660K 23,021 +1,997 +9%
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$656K 22,900 +300 +1%
GIA
157
Gargoyle Investment Advisor
New Jersey
$643K 22,418 -40,066 -64%
TG
158
TCW Group
California
$642K 22,418 +418 +2%
TD Asset Management
159
TD Asset Management
Ontario, Canada
$635K 22,170 +5,000 +29%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$626K 21,836 +23 +0.1%
Wells Fargo
161
Wells Fargo
California
$624K 21,763 -16,257 -43%
CCM
162
Cadence Capital Management
Massachusetts
$623K 21,728 +4,317 +25%
DGHMC
163
Dalton, Greiner, Hartman, Maher & Co
New York
$621K 21,670 – –
ProShare Advisors
164
ProShare Advisors
Maryland
$610K 21,296 +1,411 +7%
Rafferty Asset Management
165
Rafferty Asset Management
New York
$607K 21,245 +2,378 +13%
FCI
166
Financial Counselors Inc
Kansas
$602K 21,000 -173 -0.8%
RT
167
Rockland Trust
Massachusetts
$596K 20,810 +4,925 +31%
BG
168
Bahl & Gaynor
Ohio
$594K 20,724 -285 -1%
TRSOTSOK
169
Teachers Retirement System of the State of Kentucky
Kentucky
$585K 20,400 – –
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$580K 20,241 -53,360 -72%
NIT
171
NumerixS Investment Technologies
British Columbia, Canada
$573K 20,000 +20,000 New
Squarepoint
172
Squarepoint
New York
$571K 19,921 +19,921 New
IRF
173
IBM Retirement Fund
New York
$569K 19,840 +1,832 +10%
GCP
174
GSA Capital Partners
United Kingdom
$558K 19,469 +19,469 New
EMG
175
Ellington Management Group
Connecticut
$545K 19,000 +19,000 New
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