WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$221M 11,337,782 +204,268 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$126M 6,439,946 +270,269 +4%
Invesco
3
Invesco
Georgia
$66.7M 3,418,177 +139,564 +4%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M 3,148,926 +446,041 +17%
State Street
5
State Street
Massachusetts
$56.9M 2,915,652 -9,578 -0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$56.6M 2,899,094 +1,714,078 +145%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$51.1M 2,620,680 -2,290,966 -47%
BIT
8
BlackRock Institutional Trust
California
$50.6M 2,594,788 -26,155 -1%
AQR Capital Management
9
AQR Capital Management
Connecticut
$37.1M 1,903,799 -346,607 -15%
Fisher Asset Management
10
Fisher Asset Management
Washington
$36.6M 1,877,514 -62,170 -3%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$33.9M 1,739,948 +158,824 +10%
VBA
12
Van Berkom & Associates
Quebec, Canada
$31.1M 1,594,966 +1,594,966 New
GI
13
GAMCO Investors
Connecticut
$29.5M 1,514,450 +141,800 +10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$28.5M 1,462,866 +392,148 +37%
GF
15
Gabelli Funds
New York
$27.1M 1,389,303 +393,803 +40%
Northern Trust
16
Northern Trust
Illinois
$24.9M 1,274,892 -98,186 -7%
BAM
17
Burgundy Asset Management
Ontario, Canada
$17.9M 915,280 -94,436 -9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$17.8M 911,806 +381,148 +72%
Prudential Financial
19
Prudential Financial
New Jersey
$17.6M 900,709 +176,727 +24%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$17.6M 900,505 +113,978 +14%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$16.9M 864,670 +209,298 +32%
PA
22
Pinnacle Associates
New York
$15.8M 811,592 -103,051 -11%
Norges Bank
23
Norges Bank
Norway
$15.5M 793,327 -51,203 -6%
Capital World Investors
24
Capital World Investors
California
$14.2M 730,000 +730,000 New
Charles Schwab
25
Charles Schwab
California
$14M 715,478 +134,338 +23%
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