WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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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.

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
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$109M
3
Invesco
3
Invesco
Georgia
$40M
4
BIT
4
BlackRock Institutional Trust
California
$154M
5
American Century Companies
5
American Century Companies
Missouri
$42M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$24.7M
2
AL
2
AJO LP
Pennsylvania
$86M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$24.3M
4
Norges Bank
4
Norges Bank
Norway
$44.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
201
D.A. Davidson & Co
Montana
$821K 15,900 +6,332 +66%
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$813K 15,737 +73 +0.5%
URS
203
Utah Retirement Systems
Utah
$763K 14,747 – –
Citigroup
204
Citigroup
New York
$762K 14,743 +1,584 +12%
Two Sigma Advisers
205
Two Sigma Advisers
New York
$744K 14,389 +4,700 +49%
M&T Bank
206
M&T Bank
New York
$738K 14,278 +14,278 New
TCM
207
Twin Capital Management
Pennsylvania
$701K 13,570 +850 +7%
Legal & General Group
208
Legal & General Group
United Kingdom
$695K 13,436 – –
QT
209
Quantbot Technologies
New York
$678K 13,120 +1,032 +9%
BA
210
BlackRock Advisors
Delaware
$649K 12,563 -199 -2%
SAM
211
Securian Asset Management
Minnesota
$617K 11,941 – –
HIM
212
Hillsdale Investment Management
Ontario, Canada
$611K 11,830 -500 -4%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$606K 11,722 -128 -1%
HT
214
HAP Trading
New York
$574K 11,100 -8,891 -44%
GCA
215
Gideon Capital Advisors
New York
$572K 11,062 +11,062 New
AA
216
ALPS Advisors
Colorado
$570K 11,022 +1,619 +17%
FLPIM
217
F.L. Putnam Investment Management
Massachusetts
$569K 11,010 -100 -0.9%
HCM
218
Heathbridge Capital Management
Ontario, Canada
$548K 10,600 – –
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$535K 10,353 -112,549 -92%
First Manhattan
220
First Manhattan
New York
$519K 10,045 – –
AB
221
Amalgamated Bank
New York
$499K 9,662 +118 +1%
CEP
222
Chicago Equity Partners
Illinois
$493K 9,540 -30,980 -76%
BG
223
Bahl & Gaynor
Ohio
$492K 9,514 +6,260 +192%
PSUF
224
People's United Financial
Connecticut
$491K 9,492 -7,922 -45%
PI
225
Placemark Investments
Illinois
$488K 9,482 -15,337 -62%
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