WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

235 hedge funds and large institutions have $1.87B invested in Waddell & Reed Financial, Inc. in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 21 closing their positions.

2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

235

Holders Change

+18

Holders Change %

+8.29%

% of All Funds

5.34%

Holding in Top 10

–

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-100%

% of All Funds

–

New

Increased

Reduced

Closed

Calls

$7.13M

Puts

$1.75M

Net Calls

+$5.38M

Net Calls Change

+$3.49M

Top Buyers

1	1 Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$45.2M
2	2 Citadel Advisors Miami, Florida	$25.6M
3	3 Renaissance Technologies New York	$18.4M
4	CEP 4 Chicago Equity Partners Chicago, Illinois	$11.3M
5	CC 5 Carlson Capital Dallas, Texas	$11M

Top Sellers

1	1 Carson Wealth (CWM LLC) Omaha, Nebraska	$65K
2	2 Schroder Investment Management Group London, United Kingdom	$46.4M
3	3 Invesco Atlanta, Georgia	$87.8M
4	4 Principal Financial Group Des Moines, Iowa	$14.3M
5	5 Fuller & Thaler Asset Management San Mateo, California	$39.5M

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	1 BlackRock New York	$368M	16,485,645	+67,209	+0.4%
2	2 Vanguard Group Malvern, Pennsylvania	$175M	7,811,646	+114,666	+1%
3	3 Fidelity Investments Boston, Massachusetts	$88.1M	3,944,080	-357,209	-8%
4	4 Invesco Atlanta, Georgia	$87.8M	3,929,726	-606,047	-13%
5	5 Dimensional Fund Advisors Austin, Texas	$68.1M	3,049,080	+103,695	+4%
6	6 State Street Boston, Massachusetts	$67.6M	3,024,717	+33,949	+1%
7	VBA 7 Van Berkom & Associates Montreal, Quebec, Canada	$52.3M	2,340,580	-26,330	-1%
8	8 Schroder Investment Management Group London, United Kingdom	$46.4M	2,076,233	-621,600	-23%
9	9 Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$45.2M	2,025,100	+1,164,400	+135%
10	10 Fisher Asset Management Camas, Washington	$43.1M	1,929,598	+5,515	+0.3%
11	11 Capital World Investors Los Angeles, California	$41.3M	1,850,000	–	–
12	12 Fuller & Thaler Asset Management San Mateo, California	$39.5M	1,768,269	-523,251	-23%
13	GI 13 GAMCO Investors Greenwich, Connecticut	$38.4M	1,717,691	-20,400	-1%
14	GF 14 Gabelli Funds Rye, New York	$32.3M	1,447,000	-4,000	-0.3%
15	15 Norges Bank Oslo, Norway	$28.6M	1,279,576	+198,219	+18%
16	16 Bank of New York Mellon New York	$28.2M	1,262,284	-258,151	-17%
17	17 Citadel Advisors Miami, Florida	$25.6M	1,143,691	+684,301	+149%
18	BAM 18 Burgundy Asset Management Toronto, Ontario, Canada	$23.7M	1,060,668	+122,286	+13%
19	19 Northern Trust Chicago, Illinois	$23.4M	1,045,290	-13,861	-1%
20	20 Geode Capital Management Boston, Massachusetts	$22.1M	989,672	-46,845	-5%
21	FIM 21 Foresters Investment Management New York	$18.8M	843,600	+414,800	+97%
22	22 Renaissance Technologies New York	$18.4M	822,500	+652,200	+383%
23	23 T. Rowe Price Associates Baltimore, Maryland	$17.7M	793,641	-335,473	-30%
24	24 Deutsche Bank Frankfurt Am Main Ge, Germany	$14.8M	662,437	+6,954	+1%
25	25 Goldman Sachs New York	$14.5M	648,295	-125,324	-16%

Waddell & Reed Financial, Inc. WDR

Top Buyers

Top Sellers

Waddell & Reed Financial, Inc.

WDR