WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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239 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
71
Reduced
96
Closed
32
Calls
$3.32M
Puts
$2.29M
Net Calls
+$1.03M
Net Calls Change
+$5.45M

Top Buyers

1
BlackRock
1
BlackRock
New York
$210M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$8.92M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$84.3M
4
Norges Bank
4
Norges Bank
Norway
$20.6M
5
JIM
5
Jupiter Investment Management
United Kingdom
$14.2M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$2.51M
2
CEP
2
Chicago Equity Partners
Illinois
$219K
3
PP
3
Paloma Partners
Connecticut
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.12M
5
Man Group
5
Man Group
United Kingdom
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$210M 11,686,346 +1,714,970 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$146M 8,127,238 +199,246 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$84.3M 4,691,739 +424,816 +10%
Invesco
4
Invesco
Georgia
$72.5M 4,036,333 +4,804 +0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60M 3,336,488 +245,242 +8%
State Street
6
State Street
Massachusetts
$48.2M 2,681,630 -55,392 -2%
VBA
7
Van Berkom & Associates
Quebec, Canada
$44M 2,447,291 +16,341 +0.7%
Fisher Asset Management
8
Fisher Asset Management
Washington
$33.6M 1,869,846 -2,885 -0.2%
Capital World Investors
9
Capital World Investors
California
$33.2M 1,850,000 – –
Skandinaviska Enskilda Banken (SEB)
10
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.9M 1,830,200 -189,800 -9%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$31.3M 1,744,999 +77,100 +5%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$31.1M 1,732,515 -31,646 -2%
GI
13
GAMCO Investors
Connecticut
$30.1M 1,672,601 -28,333 -2%
GF
14
Gabelli Funds
New York
$26.3M 1,465,000 -1,000 -0.1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$22.6M 1,257,488 -4,830 -0.4%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$20.9M 1,164,133 +96,855 +9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$20.8M 1,155,482 +137,906 +14%
Norges Bank
18
Norges Bank
Norway
$20.6M 1,147,344 +299,255 +35%
Northern Trust
19
Northern Trust
Illinois
$19.9M 1,109,360 +69,363 +7%
BAM
20
Burgundy Asset Management
Ontario, Canada
$18.9M 1,052,043 -6,585 -0.6%
FIM
21
Foresters Investment Management
New York
$18.1M 1,009,200 +154,400 +18%
JIM
22
Jupiter Investment Management
United Kingdom
$14.2M 790,908 +284,522 +56%
Charles Schwab
23
Charles Schwab
California
$14.2M 789,397 +57,527 +8%
Principal Financial Group
24
Principal Financial Group
Iowa
$13.6M 758,681 +105,315 +16%
Ameriprise
25
Ameriprise
Minnesota
$13.6M 757,084 +74,023 +11%
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