WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 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

248

Holders Change

Holders Change %

+3.77%

% of All Funds

5.68%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+100%

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

$3.44M

Puts

$1.19M

Net Calls

+$2.25M

Net Calls Change

+$1.22M

Top Buyers

1	1 Citadel Advisors Miami, Florida	$34.2M
2	2 Wells Fargo San Francisco, California	$24M
3	WI 3 WBI Investments Red Bank, New Jersey	$9.42M
4	4 Brown Advisory Baltimore, Maryland	$6.85M
5	GLA 5 Great Lakes Advisors Chicago, Illinois	$6.11M

Top Sellers

1	1 Schroder Investment Management Group London, United Kingdom	$4.72M
2	JIM 2 Jupiter Investment Management London, United Kingdom	$7.86M
3	AAMU 3 Amundi Asset Management US Boston, Massachusetts	$2.9M
4	TCIM 4 TIAA CREF Investment Management New York	$3.46M
5	5 Millennium Management New York	$4.77M

#	Name	Market Value	Shares	Shares Change	Shares Change %
176	LTFS 176 Ladenburg Thalmann Financial Services Miami, Florida	$260K	12,322	-316	-3%
177	177 William Blair & Company Chicago, Illinois	$259K	12,250	-10,500	-46%
178	178 ProShare Advisors Bethesda, Maryland	$246K	11,625	-13,620	-54%
179	AB 179 Amalgamated Bank New York	$244K	11,528	-190	-2%
180	180 HSBC Holdings London, United Kingdom	$239K	11,255	-50	-0.4%
181	ECM 181 Element Capital Management New York	$236K	11,157	+11,157	New
182	PAG 182 Private Advisor Group Morristown, New Jersey	$233K	10,998	+10,998	New
183	PAM 183 Panagora Asset Management Boston, Massachusetts	$231K	10,899	–	–
184	BC 184 Burney Company Reston, Virginia	$230K	10,856	+10,856	New
185	185 CIBC Asset Management Toronto, Ontario, Canada	$224K	10,570	–	–
186	186 SEI Investments Oaks, Pennsylvania	$215K	11,032	+8,752	+384%
187	MCIM 187 Meadow Creek Investment Management Atlanta, Georgia	$213K	10,048	+2,016	+25%
188	6M 188 6 Meridian Wichita, Kansas	$212K	10,005	+10,005	New
189	QIM 189 Quantitative Investment Management Charlottesville, Virginia	$211K	10,000	+10,000	New
190	190 Teacher Retirement System of Texas Austin, Texas	$205K	9,662	-7,245	-43%
191	ZCA 191 Zeke Capital Advisors Berwyn, Pennsylvania	$204K	9,618	+9,618	New
192	192 PNC Financial Services Group Pittsburgh, Pennsylvania	$179K	8,404	-1,218	-13%
193	193 First Manhattan New York	$172K	8,148	–	–
194	AIP 194 Ameritas Investment Partners Lincoln, Nebraska	$145K	6,858	–	–
195	IUHSA 195 Itau Unibanco Holding S.A. Sao Paulo, Brazil	$125K	5,917	+5,917	New
196	196 Zurich Cantonal Bank Zurich, Switzerland	$121K	5,732	–	–
197	197 US Bancorp Minneapolis, Minnesota	$116K	5,455	+125	+2%
198	198 AssetMark Inc Concord, California	$101K	4,767	-168	-3%
199	199 Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$101K	4,750	+685	+17%
200	AG 200 Advisor Group Phoenix, Arizona	$100K	4,746	-274	-5%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR