WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

327 hedge funds and large institutions have $5.25B invested in Waddell & Reed Financial, Inc. in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 35 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

327

Holders Change

-2

Holders Change %

-0.61%

% of All Funds

9.45%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.09%

New

Increased

123

Reduced

126

Closed

Calls

$3.78M

Puts

$13.1M

Net Calls

-$9.28M

Net Calls Change

-$5.78M

Top Buyers

1	1 Wellington Management Group Boston, Massachusetts	$183M
2	2 Prudential Financial Newark, New Jersey	$54.7M
3	QI 3 QS Investors New York	$24.6M
4	4 Vanguard Group Malvern, Pennsylvania	$405M
5	5 Northern Trust Chicago, Illinois	$85.4M

Top Sellers

1	1 Fidelity Investments Boston, Massachusetts	$265M
2	2 Lord, Abbett & Co Jersey City, New Jersey	$40.1M
3	FAM 3 Fred Alger Management New York	$7.82M
4	LCP 4 Lombardia Capital Partners Pasadena, California	$0
5	EIP 5 Epoch Investment Partners New York	$15M

#	Name	Market Value	Shares	Shares Change	Shares Change %
176	ANI 176 American National Insurance Galveston, Texas	$1.52M	20,700	–	–
177	ZIM 177 Zacks Investment Management Chicago, Illinois	$1.47M	19,949	+9,246	+86%
178	WIS 178 Wright Investors Service Shelton, Connecticut	$1.46M	19,760	+896	+5%
179	DCP 179 DSM Capital Partners Palm Beach Gardens, Florida	$1.42M	19,225	+4,700	+32%
180	MPI 180 Mairs & Power Inc St Paul, Minnesota	$1.32M	17,900	-7,700	-30%
181	BCM 181 Barometer Capital Management Toronto, Ontario, Canada	$1.31M	17,800	+17,800	New
182	PSUF 182 People's United Financial Bridgeport, Connecticut	$1.23M	16,753	-321	-2%
183	EVM 183 Eaton Vance Management Boston, Massachusetts	$1.23M	16,739	+2	+0%
184	PA 184 Profund Advisors Bethesda, Maryland	$1.17M	15,829	-304	-2%
185	G 185 GlobalBridge Minneapolis, Minnesota	$1.15M	15,662	+1,316	+9%
186	CCIA 186 Campbell & Co Investment Adviser Baltimore, Maryland	$1.14M	15,521	+5,442	+54%
187	URS 187 Utah Retirement Systems Salt Lake City, Utah	$1.14M	15,447	+100	+0.7%
188	188 Stifel Financial St. Louis, Missouri	$1.1M	15,000	+15,000	New
189	189 Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.1M	14,900	+14,900	New
190	DADC 190 D.A. Davidson & Co Great Falls, Montana	$1.09M	14,861	-180	-1%
191	191 Jane Street New York	$1.08M	14,615	+14,615	New
192	TCM 192 Twin Capital Management Mcmurray, Pennsylvania	$1.05M	14,240	-1,000	-7%
193	193 LPL Financial San Diego, California	$1.02M	13,889	+7,732	+126%
194	194 Robeco Institutional Asset Management Rotterdam, Netherlands	$1.02M	13,874	+13,874	New
195	STC 195 SEI Trust Company Oaks, Pennsylvania	$1.01M	13,685	-23,501	-63%
196	LTFS 196 Ladenburg Thalmann Financial Services Miami, Florida	$1M	13,602	+805	+6%
197	197 Legal & General Group London, United Kingdom	$989K	13,436	–	–
198	BF 198 BOK Financial Tulsa, Oklahoma	$947K	12,860	+12,860	New
199	BA 199 BlackRock Advisors Wilmington, Delaware	$940K	12,762	-117	-0.9%
200	HIM 200 Hillsdale Investment Management Toronto, Ontario, Canada	$922K	12,530	-2,000	-14%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR