WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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289 hedge funds and large institutions have $3.46B invested in Waddell & Reed Financial, Inc. in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 37 closing their positions.

Holders
289
Holders Change
-7
Holders Change %
-2.36%
% of All Funds
7.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
125
Reduced
85
Closed
37
Calls
$3.42M
Puts
$1.66M
Net Calls
+$1.77M
Net Calls Change
+$36K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$77.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$290M
3
RA
3
Royce & Associates
New York
$98.7M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$18.1M
5
HCM
5
Herndon Capital Management
Georgia
$151M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$395M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.49M
3
Ameriprise
3
Ameriprise
Minnesota
$20.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$82.4M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$395M 8,342,810 -590,671 -7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$290M 6,136,494 +403,564 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$255M 5,383,578 +179,761 +3%
HCM
4
Herndon Capital Management
Georgia
$151M 3,182,752 +361,253 +13%
LCOV
5
London Company of Virginia
Virginia
$140M 2,964,799 -34,568 -1%
BFA
6
BlackRock Fund Advisors
California
$132M 2,791,741 +63,230 +2%
BIT
7
BlackRock Institutional Trust
California
$116M 2,456,918 +31,548 +1%
State Street
8
State Street
Massachusetts
$105M 2,211,583 -59,547 -3%
RA
9
Royce & Associates
New York
$98.7M 2,086,590 +397,190 +24%
Fisher Asset Management
10
Fisher Asset Management
Washington
$98.6M 2,083,456 -14,735 -0.7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$97.4M 2,058,581 -176,579 -8%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$82.4M 1,742,006 -286,993 -14%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$77.1M 1,637,018 +418,580 +34%
Northern Trust
14
Northern Trust
Illinois
$50.4M 1,065,580 +62,564 +6%
HCM
15
Hamlin Capital Management
New York
$49.1M 1,037,432 +74,144 +8%
Invesco
16
Invesco
Georgia
$45.2M 954,738 +1,039 +0.1%
Victory Capital Management
17
Victory Capital Management
Texas
$45M 951,934 -159,405 -14%
GF
18
Gabelli Funds
New York
$42.4M 896,000 – –
Norges Bank
19
Norges Bank
Norway
$38.6M 816,546 +41,494 +5%
TAM
20
Tiverton Asset Management
Delaware
$37.8M 800,000 – –
American Century Companies
21
American Century Companies
Missouri
$37.1M 784,036 -213,111 -21%
PA
22
Pinnacle Associates
New York
$33.7M 711,299 -22,720 -3%
DC
23
Davenport & Co
Virginia
$33.4M 706,048 +11,868 +2%
LCP
24
Lombardia Capital Partners
California
$33.2M 702,502 +313,588 +81%
MAA
25
Managed Account Advisors
New Jersey
$32.2M 680,433 +49,271 +8%
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