WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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329 hedge funds and large institutions have $4.61B invested in Waddell & Reed Financial, Inc. in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
+32
Holders Change %
+10.77%
% of All Funds
9.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
59
Increased
100
Reduced
135
Closed
24
Calls
$1.59M
Puts
$5.09M
Net Calls
-$3.5M
Net Calls Change
-$5.9M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$197M
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$50M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$338M
4
FAM
4
Fred Alger Management
New York
$27.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$31.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$279M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.34M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$19.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$84.9M
5
KCM
5
Kornitzer Capital Management
Kansas
$68.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$338M 5,195,776 +471,592 +10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$279M 4,290,146 -1,086,900 -20%
HCM
3
Herndon Capital Management
Georgia
$228M 3,504,129 -310,005 -8%
AL
4
AJO LP
Pennsylvania
$197M 3,023,540 +2,734,740 +947%
Jennison Associates
5
Jennison Associates
New York
$193M 2,957,105 -37,064 -1%
BIT
6
BlackRock Institutional Trust
California
$172M 2,638,878 +233,368 +10%
BFA
7
BlackRock Fund Advisors
California
$157M 2,414,825 +228,890 +10%
State Street
8
State Street
Massachusetts
$149M 2,281,587 -36,639 -2%
Fisher Asset Management
9
Fisher Asset Management
Washington
$144M 2,212,034 -20,875 -0.9%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$135M 2,074,281 +34,590 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$125M 1,924,419 -65,709 -3%
Principal Financial Group
12
Principal Financial Group
Iowa
$92.9M 1,426,363 -55,022 -4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$84.9M 1,304,111 -486,301 -27%
KCM
14
Kornitzer Capital Management
Kansas
$68.4M 1,050,975 -398,375 -27%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$65.7M 1,008,302 -35,121 -3%
Northern Trust
16
Northern Trust
Illinois
$59.8M 917,801 -6,076 -0.7%
GF
17
Gabelli Funds
New York
$57.6M 884,000 -91,200 -9%
Bank of America
18
Bank of America
North Carolina
$56M 860,690 +104,854 +14%
Ameriprise
19
Ameriprise
Minnesota
$54.9M 843,170 +40,226 +5%
PA
20
Pinnacle Associates
New York
$52.8M 811,337 -21,258 -3%
Norges Bank
21
Norges Bank
Norway
$52.3M 802,391 -16,242 -2%
TAM
22
Tiverton Asset Management
Delaware
$52.1M 800,000 -150,000 -16%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$50M 768,432 +768,432 New
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$48.3M 741,598 +139,515 +23%
RA
25
Royce & Associates
New York
$41.6M 639,037 -161,700 -20%
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