WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New

Increased

Maintained

Reduced

Closed

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

307

Holders Change

-27

Holders Change %

-8.08%

% of All Funds

8.91%

Holding in Top 10

–

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-100%

% of All Funds

–

New

Increased

104

Reduced

134

Closed

Calls

$11.9M

Puts

$3.27M

Net Calls

+$8.64M

Net Calls Change

+$10.7M

Top Buyers

1	1 Fidelity Investments Boston, Massachusetts	$326M
2	2 Citadel Advisors Miami, Florida	$109M
3	3 Invesco Atlanta, Georgia	$40M
4	BIT 4 BlackRock Institutional Trust San Francisco, California	$154M
5	5 American Century Companies Kansas City, Missouri	$42M

Top Sellers

1	1 Jennison Associates New York	$24.7M
2	AL 2 AJO LP Philadelphia, Pennsylvania	$86M
3	3 Principal Financial Group Des Moines, Iowa	$24.3M
4	4 Norges Bank Oslo, Norway	$44.1M
5	5 Lord, Abbett & Co Jersey City, New Jersey	$0

#	Name	Holding	Trade Value	Shares Change	Shares Change %
176	ZIM 176 Zacks Investment Management Chicago, Illinois	$1.33M	-$687K	-13,297	-34%
177	CONA 177 Capital One National Association New York	$1.31M	-$222K	-4,290	-14%
178	NC 178 Nicholas Company Milwaukee, Wisconsin	$1.3M	–	–	–
179	LIM 179 Leavell Investment Management Mobile, Alabama	$1.29M	–	–	–
180	OPERF 180 Oregon Public Employees Retirement Fund Tigard, Oregon	$1.28M	+$10.3K	+200	+0.8%
181	AG 181 Aperio Group Sausalito, California	$1.25M	-$80.9K	-1,565	-6%
182	MERSOM 182 Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.25M	+$31K	+600	+3%
183	183 HighTower Advisors Chicago, Illinois	$1.23M	+$457K	+8,834	+59%
184	BJ 184 BlackRock Japan Tokyo, Japan	$1.23M	+$1.2M	+23,260	+4,806%
185	185 Public Employees Retirement Association of Colorado Denver, Colorado	$1.22M	-$89.8K	-1,738	-7%
186	LSERS 186 Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.18M	–	–	–
187	CSS 187 Cubist Systematic Strategies Stamford, Connecticut	$1.09M	+$471K	+9,104	+76%
188	ANI 188 American National Insurance Galveston, Texas	$1.07M	–	–	–
189	TRSOTSOK 189 Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.05M	–	–	–
190	190 Nomura Holdings Tokyo, Japan	$1.03M	+$566K	+10,813	+123%
191	DCP 191 DSM Capital Partners Palm Beach Gardens, Florida	$955K	-$30K	-580	-3%
192	CCMG 192 Clark Capital Management Group Philadelphia, Pennsylvania	$950K	-$81.2K	-1,571	-8%
193	IRF 193 IBM Retirement Fund Armonk, New York	$946K	-$125K	-2,411	-12%
194	VKH 194 Virtu KCG Holdings New York	$944K	+$944K	+18,260	New
195	MPI 195 Mairs & Power Inc St Paul, Minnesota	$928K	+$2.38K	+46	+0.3%
196	196 Bank of Montreal Toronto, Ontario, Canada	$927K	-$1.52M	-29,476	-62%
197	PP 197 PDT Partners New York	$902K	-$3.21M	-62,121	-78%
198	BF 198 BOK Financial Tulsa, Oklahoma	$896K	-$5.17K	-100	-0.6%
199	EVM 199 Eaton Vance Management Boston, Massachusetts	$865K	-$259	-5	-0%
200	200 Commonwealth Equity Services Waltham, Massachusetts	$865K	+$616K	+11,914	+247%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR