WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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227 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 111 increasing their positions, 55 reducing their positions, and 36 closing their positions.

Holders
227
Holders Change
-21
Holders Change %
-8.47%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
111
Reduced
55
Closed
36
Calls
$11.1M
Puts
$4.46M
Net Calls
+$6.63M
Net Calls Change
+$3.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$283M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34.1M
3
State Street
3
State Street
Massachusetts
$59.2M
4
Invesco
4
Invesco
Georgia
$67M
5
GXMC
5
Global X Management Company
New York
$7.73M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$21.3M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$18.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$2.79M
5
LCP
5
Lombardia Capital Partners
California
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$283M 16,672,997 +16,600,851 +23,010%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M 6,814,895 +374,949 +6%
Invesco
3
Invesco
Georgia
$67M 3,941,432 +523,255 +15%
State Street
4
State Street
Massachusetts
$59.2M 3,481,236 +565,584 +19%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$57.7M 3,392,936 +244,010 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$47.7M 2,804,516 -94,578 -3%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$36.8M 2,164,833 +424,885 +24%
VBA
8
Van Berkom & Associates
Quebec, Canada
$34.6M 2,034,742 +439,776 +28%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$34.1M 2,003,501 +1,091,695 +120%
Fisher Asset Management
10
Fisher Asset Management
Washington
$31.5M 1,853,968 -23,546 -1%
GI
11
GAMCO Investors
Connecticut
$26.5M 1,560,751 +46,301 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$26.1M 1,532,434 +69,568 +5%
GF
13
Gabelli Funds
New York
$24.6M 1,446,000 +56,697 +4%
Northern Trust
14
Northern Trust
Illinois
$22M 1,291,660 +16,768 +1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$21.3M 1,253,138 -1,367,542 -52%
Capital World Investors
16
Capital World Investors
California
$19.1M 1,125,000 +395,000 +54%
AQR Capital Management
17
AQR Capital Management
Connecticut
$18.6M 1,096,419 -807,380 -42%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$17.6M 1,035,043 +134,538 +15%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$17M 997,722 +133,052 +15%
Norges Bank
20
Norges Bank
Norway
$14.3M 843,352 +50,025 +6%
BAM
21
Burgundy Asset Management
Ontario, Canada
$14.2M 835,799 -79,481 -9%
PA
22
Pinnacle Associates
New York
$13.8M 812,432 +840 +0.1%
Charles Schwab
23
Charles Schwab
California
$13.7M 804,242 +88,764 +12%
Prudential Financial
24
Prudential Financial
New Jersey
$12.3M 725,739 -174,970 -19%
First Trust Advisors
25
First Trust Advisors
Illinois
$10.9M 638,521 +194,562 +44%
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