WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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296 hedge funds and large institutions have $3.63B invested in Waddell & Reed Financial, Inc. in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 59 closing their positions.

Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
7.9%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
93
Reduced
116
Closed
59
Calls
$2.27M
Puts
$540K
Net Calls
+$1.73M
Net Calls Change
+$540K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$284M
2
LCOV
2
London Company of Virginia
Virginia
$149M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$60.4M
4
HCM
4
Hamlin Capital Management
New York
$47.7M
5
RA
5
Royce & Associates
New York
$83.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
BIT
2
BlackRock Institutional Trust
California
$120M
3
Millennium Management
3
Millennium Management
New York
$13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$443M 8,933,481 +847,773 +10%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$284M 5,732,930 +3,420,772 +148%
Vanguard Group
3
Vanguard Group
Pennsylvania
$258M 5,203,817 +238,733 +5%
LCOV
4
London Company of Virginia
Virginia
$149M 2,999,367 +2,999,367 New
HCM
5
Herndon Capital Management
Georgia
$140M 2,821,499 -363,205 -11%
BFA
6
BlackRock Fund Advisors
California
$135M 2,728,511 +302,852 +12%
BIT
7
BlackRock Institutional Trust
California
$120M 2,425,370 -705,219 -23%
State Street
8
State Street
Massachusetts
$113M 2,271,130 +67,787 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$111M 2,235,160 -63,275 -3%
Fisher Asset Management
10
Fisher Asset Management
Washington
$104M 2,098,191 -24,140 -1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$101M 2,028,999 -1,413,452 -41%
RA
12
Royce & Associates
New York
$83.7M 1,689,400 +955,609 +130%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$60.4M 1,218,438 +1,013,261 +494%
Victory Capital Management
14
Victory Capital Management
Texas
$55.1M 1,111,339 +162,481 +17%
Northern Trust
15
Northern Trust
Illinois
$49.7M 1,003,016 -35,024 -3%
American Century Companies
16
American Century Companies
Missouri
$49.4M 997,147 +72,574 +8%
HCM
17
Hamlin Capital Management
New York
$47.7M 963,288 +963,288 New
Invesco
18
Invesco
Georgia
$47.2M 953,699 +146,012 +18%
GF
19
Gabelli Funds
New York
$44.4M 896,000 +20,000 +2%
TAM
20
Tiverton Asset Management
Delaware
$39.6M 800,000 – –
Norges Bank
21
Norges Bank
Norway
$38.4M 775,052 -78,788 -9%
Ameriprise
22
Ameriprise
Minnesota
$36.6M 737,825 +183,363 +33%
PA
23
Pinnacle Associates
New York
$36.4M 734,019 -3,330 -0.5%
DC
24
Davenport & Co
Virginia
$34.4M 694,180 +52,015 +8%
MAA
25
Managed Account Advisors
New Jersey
$31.3M 631,162 +309,990 +97%
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