WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

329 hedge funds and large institutions have $4.61B invested in Waddell & Reed Financial, Inc. in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 24 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

329

Holders Change

+32

Holders Change %

+10.77%

% of All Funds

9.56%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+200%

% of All Funds

0.09%

New

Increased

100

Reduced

135

Closed

Calls

$1.59M

Puts

$5.09M

Net Calls

-$3.5M

Net Calls Change

-$5.9M

Top Buyers

1	AL 1 AJO LP Philadelphia, Pennsylvania	$197M
2	2 BNP Paribas Asset Management Paris, France	$50M
3	3 Vanguard Group Malvern, Pennsylvania	$338M
4	FAM 4 Fred Alger Management New York	$27.4M
5	5 Jacobs Levy Equity Management Florham Park, New Jersey	$31.3M

Top Sellers

1	1 Fidelity Investments Boston, Massachusetts	$279M
2	2 Citadel Advisors Miami, Florida	$3.34M
3	3 Schroder Investment Management Group London, United Kingdom	$19.7M
4	4 Wellington Management Group Boston, Massachusetts	$84.9M
5	KCM 5 Kornitzer Capital Management Shawnee Mission, Kansas	$68.4M

#	Name	Market Value	Shares	Shares Change	Shares Change %
176	GCP 176 GSA Capital Partners London, United Kingdom	$1.41M	21,699	+21,699	New
177	AG 177 Aperio Group Sausalito, California	–	–	-21,446	Closed
178	DGHMC 178 Dalton, Greiner, Hartman, Maher & Co New York	$1.4M	21,515	-8,910	-29%
179	179 HighTower Advisors Chicago, Illinois	$1.37M	21,095	+15,571	+282%
180	PI 180 Placemark Investments Chicago, Illinois	$1.36M	20,883	+1,563	+8%
181	ANI 181 American National Insurance Galveston, Texas	$1.35M	20,700	–	–
182	182 BNP Paribas Financial Markets Paris, France	$1.35M	20,698	+12,542	+154%
183	TRSOTSOK 183 Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.34M	20,600	-1,100	-5%
184	184 Bank of Montreal Toronto, Ontario, Canada	$1.33M	20,362	+6,355	+45%
185	HMS 185 Hanseatic Management Services Albuquerque, New Mexico	$1.31M	20,034	+20,034	New
186	VKH 186 Virtu KCG Holdings New York	$1.25M	19,141	+19,141	New
187	WIS 187 Wright Investors Service Shelton, Connecticut	$1.23M	18,864	-5,395	-22%
188	LMGAM 188 Liberty Mutual Group Asset Management Boston, Massachusetts	$1.21M	18,526	-8,216	-31%
189	BJ 189 BlackRock Japan Tokyo, Japan	$1.16M	17,781	+6,511	+58%
190	190 BlackRock New York	$1.12M	17,204	+529	+3%
191	PSUF 191 People's United Financial Bridgeport, Connecticut	$1.11M	17,074	+1,934	+13%
192	EVM 192 Eaton Vance Management Boston, Massachusetts	$1.09M	16,737	–	–
193	PA 193 Profund Advisors Bethesda, Maryland	$1.05M	16,133	+1,177	+8%
194	SCA 194 Secor Capital Advisors New York	$1.04M	15,987	+15,987	New
195	URS 195 Utah Retirement Systems Salt Lake City, Utah	$1M	15,347	+100	+0.7%
196	GCA 196 Gideon Capital Advisors New York	$1M	15,362	+15,362	New
197	ACI 197 AMP Capital Investors Sydney, Australia	$997K	15,400	-5,900	-28%
198	PP 198 Paloma Partners Greenwich, Connecticut	$996K	15,306	+15,306	New
199	TCM 199 Twin Capital Management Mcmurray, Pennsylvania	$992K	15,240	+15,240	New
200	DADC 200 D.A. Davidson & Co Great Falls, Montana	$977K	15,041	+658	+5%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR