WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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245 hedge funds and large institutions have $1.2B invested in Waddell & Reed Financial, Inc. in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
6.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
39
Increased
106
Reduced
72
Closed
45
Calls
$1.49M
Puts
$3.79M
Net Calls
-$2.3M
Net Calls Change
-$1.1M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$26.8M
3
Invesco
3
Invesco
Georgia
$47.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.1M
5
State Street
5
State Street
Massachusetts
$49.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.5M
2
HCM
2
Herndon Capital Management
Georgia
$1K
3
EIP
3
Epoch Investment Partners
New York
$0
4
AL
4
AJO LP
Pennsylvania
$705K
5
HCM
5
Hodges Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIM
151
Jensen Investment Management
Oregon
$364K +$75.2K +4,370 +26%
Two Sigma Investments
152
Two Sigma Investments
New York
$354K +$354K +20,585 New
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$351K – – –
FCI
154
Financial Counselors Inc
Kansas
$344K – – –
GAM
155
Gotham Asset Management
New York
$342K -$7.41M -430,212 -96%
AIP
156
Ameritas Investment Partners
Nebraska
$323K +$107K +6,188 +49%
ANI
157
American National Insurance
Texas
$310K – – –
AIA
158
Allegis Investment Advisors
Idaho
$306K +$131K +7,778 +75%
LP
159
LMR Partners
United Kingdom
$305K +$305K +17,741 New
UBS Group
160
UBS Group
Switzerland
$298K -$893K -51,765 -75%
AAM
161
Advisors Asset Management
Colorado
$298K -$19.3K -1,122 -6%
LSV Asset Management
162
LSV Asset Management
Illinois
$294K +$294K +17,123 New
USAA
163
United Services Automobile Association
Texas
$293K +$21.2K +1,230 +8%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$290K – – –
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$282K -$79.9K -4,645 -22%
EVM
166
Eaton Vance Management
Massachusetts
$282K – – –
AA
167
ALPS Advisors
Colorado
$280K -$20.5K -1,192 -7%
BF
168
BOK Financial
Oklahoma
$276K -$203K -11,804 -42%
QIM
169
Quantitative Investment Management
Virginia
$273K -$1.53M -88,900 -85%
ACM
170
Argentus Capital Management
Texas
$272K +$272K +15,810 New
COPPSERS
171
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$270K +$18.4K +1,070 +7%
HCM
172
Heathbridge Capital Management
Ontario, Canada
$270K – – –
SMC
173
S. Muoio & Co
New York
$265K -$69.6K -4,035 -21%
PA
174
Profund Advisors
Maryland
$258K +$66.5K +3,866 +35%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$247K -$645K -37,419 -72%
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