WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$398K 20,400 – –
Wolverine Trading
152
Wolverine Trading
Illinois
$398K 20,393 +20,393 New
RCM
153
Radnor Capital Management
Pennsylvania
$388K 19,900 +19,900 New
PA
154
Profund Advisors
Maryland
$383K 19,633 +5,843 +42%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$363K 18,608 +887 +5%
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$356K 18,740 – –
SSA
157
Schonfeld Strategic Advisors
New York
$354K 18,116 +18,116 New
ANI
158
American National Insurance
Texas
$351K 18,000 – –
HCM
159
Heathbridge Capital Management
Ontario, Canada
$349K 17,900 – –
EVM
160
Eaton Vance Management
Massachusetts
$347K 17,776 +1,387 +8%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$343K 17,557 -3,904 -18%
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$320K 16,401 – –
DVM
163
Dreman Value Management
Florida
$307K 15,720 +15,720 New
AAM
164
Advisors Asset Management
Colorado
$293K 15,020 -1,416 -9%
NMIMC
165
Northwestern Mutual Investment Management Company
Wisconsin
$278K 14,271 +5 +0%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$277K 14,210 +1,250 +10%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$276K 14,162 +7,597 +116%
FRM
168
Fox Run Management
Connecticut
$275K 14,100 +14,100 New
Victory Capital Management
169
Victory Capital Management
Texas
$274K 14,031 -959 -6%
PSUF
170
People's United Financial
Connecticut
$263K 13,497 -873 -6%
WI
171
WrapManager Inc
California
$261K 13,369 +783 +6%
FCBT
172
First Citizens Bank & Trust
North Carolina
$260K 13,332 -6,138 -32%
CC
173
Cipher Capital
New York
$254K 13,023 -71,045 -85%
OAM
174
Occidental Asset Management
California
$247K 12,672 +12,672 New
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$239K 12,260 +7 +0.1%
5 6
7
8 9