WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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212 hedge funds and large institutions have $840M invested in Waddell & Reed Financial, Inc. in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 88 reducing their positions, and 34 closing their positions.

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
64
Reduced
88
Closed
34
Calls
$1.67M
Puts
$2.04M
Net Calls
-$366K
Net Calls Change
-$4.15M

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$49.6M
2
Charles Schwab
2
Charles Schwab
California
$18.9M
3
GC
3
GMT Capital
Georgia
$6.71M
4
YAM
4
Yacktman Asset Management
Texas
$5.12M
5
AL
5
AJO LP
Pennsylvania
$5.14M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$10.5M
2
Invesco
2
Invesco
Georgia
$27.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.1M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$11.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
201
Allworth Financial
California
$2K 200 – –
SIC
202
Salem Investment Counselors
North Carolina
$2K 174 – –
GAM
203
Gemmer Asset Management
California
$2K 199 +24 +14%
BCA
204
Berman Capital Advisors
Georgia
$2K 222 +222 New
QT
205
Quantbot Technologies
New York
$1K 100 -2,411 -96%
FHA
206
First Horizon Advisors
Tennessee
$1K 128 -65 -34%
CAW
207
Cornerstone Advisors (Washington)
Washington
$1K 115 – –
WT
208
Whittier Trust
California
$1K 76 – –
BWA
209
Burt Wealth Advisors
Maryland
$1K 77 +77 New
FP
210
Foundry Partners
Minnesota
– – -370,679 Closed
Squarepoint
211
Squarepoint
New York
– – -150,405 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
212
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -124,305 Closed
SRAM
213
Stone Ridge Asset Management
New York
– – -48,957 Closed
PP
214
Paloma Partners
Connecticut
– – -47,746 Closed
PI
215
PineBridge Investments
New York
– – -43,558 Closed
HF
216
HRT Financial
New York
– – -37,559 Closed
SFI
217
Susquehanna Fundamental Investments
Pennsylvania
– – -33,700 Closed
Two Sigma Advisers
218
Two Sigma Advisers
New York
– – -30,400 Closed
LAM
219
Lingohr Asset Management
Germany
– – -28,000 Closed
BGDI
220
BW Gestao de Investimentos
Brazil
– – -27,528 Closed
WI
221
WBI Investments
New Jersey
– – -26,884 Closed
ACI
222
AMP Capital Investors
Australia
– – -25,997 Closed
ZCA
223
Zeke Capital Advisors
Pennsylvania
– – -22,380 Closed
TI
224
Trexquant Investment
Connecticut
– – -21,320 Closed
HI
225
Horizon Investments
North Carolina
– – -19,351 Closed
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