WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
116
Reduced
82
Closed
40
Calls
$4.78M
Puts
$8.14M
Net Calls
-$3.36M
Net Calls Change
-$5.37M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$39.7M
2
HCM
2
Herndon Capital Management
Georgia
$115M
3
EIP
3
Epoch Investment Partners
New York
$33.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.3M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
RA
3
Royce & Associates
New York
$24.6M
4
TAM
4
Tiverton Asset Management
Delaware
$3.45M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$530K 18,503 -26,227 -59%
AT
177
Arden Trust
Delaware
$521K 18,196 +451 +3%
HCM
178
Heathbridge Capital Management
Ontario, Canada
$518K 16,900 +1,400 +9%
Walleye Trading
179
Walleye Trading
New York
$517K 18,034 +18,034 New
ANI
180
American National Insurance
Texas
$516K 18,000 – –
CIP
181
Convergence Investment Partners
Florida
$514K 17,947 -147 -0.8%
FHC
182
First Houston Capital
Texas
$499K 17,400 -16,300 -48%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$483K 16,840 +3,428 +26%
EVM
184
Eaton Vance Management
Massachusetts
$470K 16,389 -228 -1%
AAM
185
Advisors Asset Management
Colorado
$465K 16,222 +5,125 +46%
USAA
186
United Services Automobile Association
Texas
$453K 15,790 +15,790 New
URS
187
Utah Retirement Systems
Utah
$432K 15,047 +100 +0.7%
RCM
188
Riverhead Capital Management
Delaware
$430K 15,000 +11,200 +295%
CCMH
189
Cornerstone Capital Management Holdings
New York
$428K 14,920 -9,980 -40%
LA
190
Lucus Advisors
New York
$380K 13,266 +1,112 +9%
AA
191
ALPS Advisors
Colorado
$378K 13,205 – –
OC
192
Oppenheimer & Co
New York
$374K 13,050 -15,800 -55%
BRCM
193
Bright Rock Capital Management
Massachusetts
$373K 13,000 +13,000 New
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$361K 12,650 – –
AIP
195
Ameritas Investment Partners
Nebraska
$360K 12,562 – –
Citigroup
196
Citigroup
New York
$343K 11,956 +7,140 +148%
ST
197
Smithfield Trust
Pennsylvania
$322K 11,256 -2,470 -18%
JIM
198
Jensen Investment Management
Oregon
$316K 11,020 -460 -4%
SAM
199
Securian Asset Management
Minnesota
$312K 10,879 -776 -7%
QSS
200
Quantitative Systematic Strategies
Florida
$312K 10,925 +10,925 New
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