WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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217 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
78
Reduced
73
Closed
22
Calls
$4.88M
Puts
$2.99M
Net Calls
+$1.89M
Net Calls Change
-$6.94M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$24M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.22M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.1M
4
IP
4
Interval Partners
New York
$4.26M
5
PI
5
Putnam Investments
Massachusetts
$4.63M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46M
2
RT
2
Rockland Trust
Massachusetts
$1.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$22.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$53.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$330M 16,418,436 -190,825 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M 7,696,980 +100,632 +1%
Invesco
3
Invesco
Georgia
$91M 4,535,773 +82,153 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$86.3M 4,301,289 -555,605 -11%
State Street
5
State Street
Massachusetts
$60M 2,990,768 +38,526 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.1M 2,945,385 +249,118 +9%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$53.7M 2,697,833 -232,800 -8%
VBA
8
Van Berkom & Associates
Quebec, Canada
$47.5M 2,366,910 -6,990 -0.3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$46M 2,291,520 -1,117,357 -33%
Fisher Asset Management
10
Fisher Asset Management
Washington
$38.6M 1,924,083 +131,676 +7%
Capital World Investors
11
Capital World Investors
California
$37.1M 1,850,000 – –
GI
12
GAMCO Investors
Connecticut
$34.9M 1,738,091 +90,690 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$30.5M 1,520,435 -35,435 -2%
GF
14
Gabelli Funds
New York
$29.1M 1,451,000 -11,000 -0.8%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$25.8M 1,285,274 -43,031 -3%
Principal Financial Group
16
Principal Financial Group
Iowa
$24M 1,197,096 +544,817 +84%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$22.7M 1,129,114 -350,520 -24%
Norges Bank
18
Norges Bank
Norway
$21.7M 1,081,357 – –
Northern Trust
19
Northern Trust
Illinois
$21.3M 1,059,151 -15,495 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$20.8M 1,036,517 -11,911 -1%
BAM
21
Burgundy Asset Management
Ontario, Canada
$18.8M 938,382 +105,964 +13%
Skandinaviska Enskilda Banken (SEB)
22
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.3M 860,700 – –
Goldman Sachs
23
Goldman Sachs
New York
$15.5M 773,619 +208,193 +37%
Deutsche Bank
24
Deutsche Bank
Germany
$13.2M 655,483 +41,939 +7%
Charles Schwab
25
Charles Schwab
California
$12.4M 615,338 +68,080 +12%
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