WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$15M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$19.5M
3
Millennium Management
3
Millennium Management
New York
$14.3M
4
FP
4
Foundry Partners
Minnesota
$10.3M
5
Citigroup
5
Citigroup
New York
$11.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$202M
2
CC
2
Carlson Capital
Texas
$0
3
Norges Bank
3
Norges Bank
Norway
$17.1M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.7M
5
State Street
5
State Street
Massachusetts
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$202M 9,971,376 -6,514,269 -40%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M 7,927,992 +116,346 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.2M 4,266,923 +322,843 +8%
Invesco
4
Invesco
Georgia
$81.5M 4,031,529 +101,803 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$62.5M 3,091,246 +42,166 +1%
State Street
6
State Street
Massachusetts
$55.3M 2,737,022 -287,695 -10%
VBA
7
Van Berkom & Associates
Quebec, Canada
$49.1M 2,430,950 +90,370 +4%
Skandinaviska Enskilda Banken (SEB)
8
Skandinaviska Enskilda Banken (SEB)
Sweden
$40.8M 2,020,000 -5,100 -0.3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$37.8M 1,872,731 -56,867 -3%
Capital World Investors
10
Capital World Investors
California
$37.4M 1,850,000 – –
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$35.7M 1,764,161 -4,108 -0.2%
GI
12
GAMCO Investors
Connecticut
$34.4M 1,700,934 -16,757 -1%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$33.7M 1,667,899 -408,334 -20%
GF
14
Gabelli Funds
New York
$29.6M 1,466,000 +19,000 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.5M 1,262,318 +34 +0%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$21.6M 1,067,278 +273,637 +34%
BAM
17
Burgundy Asset Management
Ontario, Canada
$21.4M 1,058,628 -2,040 -0.2%
Northern Trust
18
Northern Trust
Illinois
$21M 1,039,997 -5,293 -0.5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$20.6M 1,017,576 +27,904 +3%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$19.5M 963,819 +647,819 +205%
Citadel Advisors
21
Citadel Advisors
Florida
$19.3M 955,995 -187,696 -16%
Deutsche Bank
22
Deutsche Bank
Germany
$17.5M 865,106 +202,669 +31%
FIM
23
Foresters Investment Management
New York
$17.3M 854,800 +11,200 +1%
Norges Bank
24
Norges Bank
Norway
$17.1M 848,089 -431,487 -34%
Goldman Sachs
25
Goldman Sachs
New York
$16M 791,177 +142,882 +22%
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