WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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297 hedge funds and large institutions have $3.62B invested in Waddell & Reed Financial, Inc. in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
9.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
112
Reduced
101
Closed
28
Calls
$4.89M
Puts
$2.49M
Net Calls
+$2.4M
Net Calls Change
+$1.53M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$154M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.2M
4
NAP
4
New Amsterdam Partners
New York
$27.4M
5
HCM
5
Herndon Capital Management
Georgia
$196M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$286K
2
TCP
2
TAMRO Capital Partners
Virginia
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$11.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$721K
5
RA
5
Royce & Associates
New York
$41.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$277M 5,377,046 +55,700 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M 4,724,184 +133,101 +3%
HCM
3
Herndon Capital Management
Georgia
$196M 3,814,134 +241,575 +7%
Jennison Associates
4
Jennison Associates
New York
$154M 2,994,169 +1,248,316 +72%
BIT
5
BlackRock Institutional Trust
California
$124M 2,405,510 +22,278 +0.9%
State Street
6
State Street
Massachusetts
$119M 2,318,226 -89,672 -4%
Fisher Asset Management
7
Fisher Asset Management
Washington
$115M 2,232,909 -13,105 -0.6%
BFA
8
BlackRock Fund Advisors
California
$113M 2,185,935 +84,694 +4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$105M 2,039,691 +22,800 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$102M 1,990,128 +568,919 +40%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$92.2M 1,790,412 -104,699 -6%
Principal Financial Group
12
Principal Financial Group
Iowa
$76.3M 1,481,385 +134,906 +10%
KCM
13
Kornitzer Capital Management
Kansas
$74.6M 1,449,350 -184,250 -11%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$53.7M 1,043,423 +128,337 +14%
GF
15
Gabelli Funds
New York
$50.2M 975,200 -84,800 -8%
Citadel Advisors
16
Citadel Advisors
Florida
$50.2M 974,188 +428,543 +79%
TAM
17
Tiverton Asset Management
Delaware
$48.9M 950,000 – –
Northern Trust
18
Northern Trust
Illinois
$47.6M 923,877 -74,152 -7%
HIM
19
Hermes Investment Management
United Kingdom
$44M 853,827 +88,339 +12%
PA
20
Pinnacle Associates
New York
$42.9M 832,595 -15,180 -2%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$42.8M 832,343 +71,201 +9%
Norges Bank
22
Norges Bank
Norway
$42.1M 818,633 – –
Ameriprise
23
Ameriprise
Minnesota
$41.3M 802,944 +112,978 +16%
RA
24
Royce & Associates
New York
$41.2M 800,737 -385,500 -32%
Bank of America
25
Bank of America
North Carolina
$38.9M 755,836 -278,835 -27%
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