WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
116
Reduced
82
Closed
40
Calls
$4.78M
Puts
$8.14M
Net Calls
-$3.36M
Net Calls Change
-$5.37M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$39.7M
2
HCM
2
Herndon Capital Management
Georgia
$115M
3
EIP
3
Epoch Investment Partners
New York
$33.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.3M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
RA
3
Royce & Associates
New York
$24.6M
4
TAM
4
Tiverton Asset Management
Delaware
$3.45M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$215M 7,502,002 -1,105,226 -13%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$201M 7,022,583 +269,495 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$156M 5,459,675 +41,670 +0.8%
HCM
4
Herndon Capital Management
Georgia
$115M 4,015,547 +1,076,431 +37%
BFA
5
BlackRock Fund Advisors
California
$87.2M 3,041,743 +215,848 +8%
LCOV
6
London Company of Virginia
Virginia
$72.9M 2,544,948 -368,574 -13%
BIT
7
BlackRock Institutional Trust
California
$72.6M 2,534,789 +70,267 +3%
State Street
8
State Street
Massachusetts
$66.1M 2,306,077 +72,991 +3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$55.3M 1,930,712 +2,640 +0.1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$48.4M 1,690,464 -96,009 -5%
AL
11
AJO LP
Pennsylvania
$39.7M 1,384,238 +1,384,238 New
Victory Capital Management
12
Victory Capital Management
Texas
$34.6M 1,208,590 +93,609 +8%
EIP
13
Epoch Investment Partners
New York
$33.3M 1,162,344 +711,240 +158%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$32.3M 1,125,785 -512,233 -31%
Northern Trust
15
Northern Trust
Illinois
$32M 1,115,302 +90,795 +9%
Bank of America
16
Bank of America
North Carolina
$30.2M 1,055,111 +226,821 +27%
Norges Bank
17
Norges Bank
Norway
$29.9M 1,043,868 +29,994 +3%
GF
18
Gabelli Funds
New York
$25.7M 896,000 – –
RA
19
Royce & Associates
New York
$24.6M 856,600 -709,445 -45%
Goldman Sachs
20
Goldman Sachs
New York
$24.4M 850,165 +142,318 +20%
Prudential Financial
21
Prudential Financial
New Jersey
$24.3M 846,573 +383,420 +83%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$23.4M 817,647 +139,023 +20%
Morgan Stanley
23
Morgan Stanley
New York
$23.3M 814,126 +482,211 +145%
PA
24
Pinnacle Associates
New York
$23M 801,690 -51,044 -6%
LCP
25
Lombardia Capital Partners
California
$22.8M 795,217 +224,236 +39%
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