WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
78
Reduced
73
Closed
22
Calls
$4.88M
Puts
$2.99M
Net Calls
+$1.89M
Net Calls Change
-$6.94M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$24M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.22M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.1M
4
IP
4
Interval Partners
New York
$4.26M
5
PI
5
Putnam Investments
Massachusetts
$4.63M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46M
2
RT
2
Rockland Trust
Massachusetts
$1.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$22.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$53.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
151
Gargoyle Investment Advisor
New Jersey
$324K 16,134 +16,134 New
PA
152
Profund Advisors
Maryland
$310K 15,428 +2,167 +16%
CPP
153
Crow Point Partners
Massachusetts
$308K 15,473 -1,790 -10%
N
154
Natixis
France
$281K 14,003 +14,003 New
PP
155
Paloma Partners
Connecticut
$275K 13,714 -21,420 -61%
GCP
156
GSA Capital Partners
United Kingdom
$270K 13,434 +13,434 New
BLA
157
Balter Liquid Alternatives
Massachusetts
$260K 12,930 – –
Franklin Resources
158
Franklin Resources
California
$253K 12,607 – –
BPM
159
Bowling Portfolio Management
Ohio
$251K 12,513 -151 -1%
AB
160
Amalgamated Bank
New York
$221K 10,988 -91 -0.8%
Cerity Partners
161
Cerity Partners
New York
$218K 10,867 +5,575 +105%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$214K 10,658 +10,658 New
FCM
163
Flinton Capital Management
Pennsylvania
$213K 10,608 +1,598 +18%
CIBC Asset Management
164
CIBC Asset Management
Ontario, Canada
$207K 10,308 +8 +0.1%
CEP
165
Chicago Equity Partners
Illinois
$205K 10,210 +10,210 New
BIM
166
Bridgecreek Investment Management
Oklahoma
$201K 10,000 -1,000 -9%
First Manhattan
167
First Manhattan
New York
$201K 10,045 – –
TAM
168
Tyers Asset Management
Texas
$175K 8,736 +1,316 +18%
Parallax Volatility Advisers
169
Parallax Volatility Advisers
California
$170K 8,464 +6,144 +265%
RCM
170
Riverhead Capital Management
Delaware
$157K 7,821 +1,197 +18%
NA
171
Neuburgh Advisers
California
$138K 6,864 +1,034 +18%
Simplex Trading
172
Simplex Trading
Illinois
$137K 6,840 -3,307 -33%
AIP
173
Ameritas Investment Partners
Nebraska
$127K 6,858 – –
TRCT
174
Tower Research Capital (TRC)
New York
$119K 5,907 +5,861 +12,741%
MRCM
175
M&R Capital Management
New Jersey
$108K 5,428 – –
5 6
7
8 9