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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M 6,312,210 +3,623,216 +135%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M 5,154,158 -89,097 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$186M 3,598,208 +379,479 +12%
HCM
4
Herndon Capital Management
Georgia
$162M 3,183,347 -135,197 -4%
BIT
5
BlackRock Institutional Trust
California
$154M 2,987,126 +609,996 +26%
BFA
6
BlackRock Fund Advisors
California
$125M 2,423,037 +87,382 +4%
State Street
7
State Street
Massachusetts
$115M 2,224,765 -31,846 -1%
Fisher Asset Management
8
Fisher Asset Management
Washington
$111M 2,139,466 -2,757 -0.1%
Citadel Advisors
9
Citadel Advisors
Florida
$109M 2,109,122 +937,201 +80%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$108M 2,096,760 +63,052 +3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$102M 1,979,473 +111,434 +6%
AL
12
AJO LP
Pennsylvania
$86M 1,663,550 -1,125,470 -40%
Northern Trust
13
Northern Trust
Illinois
$54.9M 1,062,443 +96,556 +10%
Bank of America
14
Bank of America
North Carolina
$54.4M 1,052,371 +363,947 +53%
GF
15
Gabelli Funds
New York
$45M 871,000 -500 -0.1%
Norges Bank
16
Norges Bank
Norway
$44.1M 853,840 -780,914 -48%
American Century Companies
17
American Century Companies
Missouri
$42M 813,418 +472,911 +139%
TAM
18
Tiverton Asset Management
Delaware
$41.4M 800,000 – –
Ameriprise
19
Ameriprise
Minnesota
$40.7M 788,372 -171,662 -18%
Invesco
20
Invesco
Georgia
$40M 773,575 +736,136 +1,966%
PA
21
Pinnacle Associates
New York
$36.3M 702,384 -27,992 -4%
Morgan Stanley
22
Morgan Stanley
New York
$35.4M 685,338 +98,866 +17%
Millennium Management
23
Millennium Management
New York
$34.8M 673,409 +57,673 +9%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$31.9M 616,624 -162,970 -21%
Wells Fargo
25
Wells Fargo
California
$30.6M 592,934 +76,717 +15%
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