WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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334 hedge funds and large institutions have $4.59B invested in Waddell & Reed Financial, Inc. in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 38 closing their positions.

Holders
334
Holders Change
+7
Holders Change %
+2.14%
% of All Funds
9.61%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
47
Increased
122
Reduced
118
Closed
38
Calls
$2.99M
Puts
$5.03M
Net Calls
-$2.03M
Net Calls Change
+$7.24M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$73.4M
2
Norges Bank
2
Norges Bank
Norway
$102M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$201M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$41M
5
Millennium Management
5
Millennium Management
New York
$38.5M

Top Sellers

1
KCM
1
Kornitzer Capital Management
Kansas
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$168M
3
ICM
3
IronBridge Capital Management
Illinois
$0
4
QI
4
QS Investors
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$43.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$328M 5,243,255 -251,456 -5%
Jennison Associates
2
Jennison Associates
New York
$216M 3,447,667 +379,309 +12%
HCM
3
Herndon Capital Management
Georgia
$208M 3,318,544 -135,098 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$201M 3,218,729 +731,069 +29%
AL
5
AJO LP
Pennsylvania
$175M 2,789,020 -357,770 -11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$168M 2,688,994 -912,852 -25%
BIT
7
BlackRock Institutional Trust
California
$149M 2,377,130 -310,111 -12%
BFA
8
BlackRock Fund Advisors
California
$146M 2,335,655 +53,405 +2%
State Street
9
State Street
Massachusetts
$141M 2,256,611 -48,300 -2%
Fisher Asset Management
10
Fisher Asset Management
Washington
$134M 2,142,223 -39,311 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$127M 2,033,708 +296,047 +17%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$117M 1,868,039 -208,948 -10%
Norges Bank
13
Norges Bank
Norway
$102M 1,634,754 +832,363 +104%
Principal Financial Group
14
Principal Financial Group
Iowa
$82M 1,309,520 -334,932 -20%
Citadel Advisors
15
Citadel Advisors
Florida
$73.4M 1,171,921 +1,171,921 New
Northern Trust
16
Northern Trust
Illinois
$60.5M 965,887 -194,724 -17%
Ameriprise
17
Ameriprise
Minnesota
$60.1M 960,034 +80,737 +9%
GF
18
Gabelli Funds
New York
$54.5M 871,500 -2,500 -0.3%
TAM
19
Tiverton Asset Management
Delaware
$50.1M 800,000 – –
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$48.8M 779,594 +21,593 +3%
PA
21
Pinnacle Associates
New York
$45.7M 730,376 -39,901 -5%
Bank of America
22
Bank of America
North Carolina
$43.1M 688,424 -360,678 -34%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$43M 687,671 -16,207 -2%
Renaissance Technologies
24
Renaissance Technologies
New York
$41M 654,500 +459,518 +236%
RA
25
Royce & Associates
New York
$39.2M 627,037 +90,800 +17%
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