WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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315 hedge funds and large institutions have $3.49B invested in Waddell & Reed Financial, Inc. in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 40 closing their positions.

Holders
315
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
8.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
53
Increased
103
Reduced
118
Closed
40
Calls
$2.25M
Puts
$1.06M
Net Calls
+$1.19M
Net Calls Change
-$7.45M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M
2
Victory Capital Management
2
Victory Capital Management
Texas
$47.3M
3
RA
3
Royce & Associates
New York
$36.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$115M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$18.4M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.1M
3
Jennison Associates
3
Jennison Associates
New York
$428K
4
Bank of America
4
Bank of America
North Carolina
$32.5M
5
FQ
5
First Quadrant
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M 8,085,708 +1,773,498 +28%
Vanguard Group
2
Vanguard Group
Pennsylvania
$247M 4,965,084 -189,074 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$172M 3,442,451 -155,757 -4%
HCM
4
Herndon Capital Management
Georgia
$159M 3,184,704 +1,357 +0%
BIT
5
BlackRock Institutional Trust
California
$156M 3,130,589 +143,463 +5%
BFA
6
BlackRock Fund Advisors
California
$121M 2,425,659 +2,622 +0.1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$115M 2,312,158 +332,685 +17%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$115M 2,298,435 +201,675 +10%
State Street
9
State Street
Massachusetts
$110M 2,203,343 -21,422 -1%
Fisher Asset Management
10
Fisher Asset Management
Washington
$106M 2,122,331 -17,135 -0.8%
Northern Trust
11
Northern Trust
Illinois
$51.7M 1,038,040 -24,403 -2%
Victory Capital Management
12
Victory Capital Management
Texas
$47.3M 948,858 +948,858 New
American Century Companies
13
American Century Companies
Missouri
$46.1M 924,573 +111,155 +14%
GF
14
Gabelli Funds
New York
$43.6M 876,000 +5,000 +0.6%
Norges Bank
15
Norges Bank
Norway
$42.5M 853,840 – –
Invesco
16
Invesco
Georgia
$40.2M 807,687 +34,112 +4%
TAM
17
Tiverton Asset Management
Delaware
$39.9M 800,000 – –
Renaissance Technologies
18
Renaissance Technologies
New York
$38.6M 774,100 +202,700 +35%
Millennium Management
19
Millennium Management
New York
$38.3M 767,815 +94,406 +14%
PA
20
Pinnacle Associates
New York
$36.7M 737,349 +34,965 +5%
RA
21
Royce & Associates
New York
$36.6M 733,791 +434,386 +145%
Bank of America
22
Bank of America
North Carolina
$32.5M 653,213 -399,158 -38%
Prudential Financial
23
Prudential Financial
New Jersey
$32.5M 652,863 +65,200 +11%
DC
24
Davenport & Co
Virginia
$32M 642,165 +216,515 +51%
Wells Fargo
25
Wells Fargo
California
$31.8M 639,242 +46,308 +8%
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