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 %
201	GMIM 201 General Motors Investment Management New York	$920K	12,492	+12,492	New
202	SAM 202 Securian Asset Management St Paul, Minnesota	$901K	12,243	-100	-0.8%
203	WMSA 203 Weiss Multi-Strategy Advisers New York	$883K	12,000	+2,260	+23%
204	COPPSERS 204 Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$872K	11,848	-139	-1%
205	FA 205 FDx Advisors Chicago, Illinois	$871K	11,835	+4,528	+62%
206	206 HSBC Holdings London, United Kingdom	$828K	11,249	+1,226	+12%
207	207 Two Sigma Advisers New York	$787K	10,689	-11,100	-51%
208	HCM 208 Heathbridge Capital Management Toronto, Ontario, Canada	$779K	10,600	-300	-3%
209	209 Neuberger Berman Group New York	$777K	10,562	+684	+7%
210	210 TD Asset Management Toronto, Ontario, Canada	$744K	10,100	+1,100	+12%
211	AB 211 Amalgamated Bank New York	$740K	10,055	-74	-0.7%
212	212 First Manhattan New York	$739K	10,045	–	–
213	CGI 213 CI Global Investments Oakland, California	$736K	10,000	-15,000	-60%
214	PAM 214 Princeton Alpha Management Princeton Junction, New Jersey	$734K	9,968	+1,901	+24%
215	215 SG Americas Securities New York	$719K	9,764	-14,805	-60%
216	SCM 216 Shelton Capital Management Denver, Colorado	$691K	9,381	–	–
217	RCM 217 Reynolds Capital Management Las Vegas, Nevada	$670K	9,100	+1,300	+17%
218	CAM 218 Capstone Asset Management Houston, Texas	$669K	9,086	-520	-5%
219	TNBTD 219 Trustmark National Bank Trust Department Jackson, Mississippi	$667K	9,054	–	–
220	PP 220 PDT Partners New York	$626K	8,500	+100	+1%
221	221 US Bancorp Minneapolis, Minnesota	$619K	8,404	-4,271	-34%
222	WAM 222 World Asset Management Detroit, Michigan	$613K	8,330	-89	-1%
223	AA 223 ALPS Advisors Denver, Colorado	$593K	8,055	-1,315	-14%
224	TU 224 TDAM USA Toronto, Ontario, Canada	$586K	7,962	+1,012	+15%
225	225 Two Sigma Investments New York	$566K	7,686	-85,684	-92%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR