WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
79
Reduced
91
Closed
24
Calls
$3.44M
Puts
$1.19M
Net Calls
+$2.25M
Net Calls Change
+$1.22M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$34.2M
2
Wells Fargo
2
Wells Fargo
California
$24M
3
WI
3
WBI Investments
New Jersey
$9.42M
4
Brown Advisory
4
Brown Advisory
Maryland
$6.85M
5
GLA
5
Great Lakes Advisors
Illinois
$6.11M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$4.72M
2
JIM
2
Jupiter Investment Management
United Kingdom
$7.86M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$3.46M
5
Millennium Management
5
Millennium Management
New York
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$248M 11,693,235 +6,889 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M 7,988,877 -138,361 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$102M 4,836,680 +144,941 +3%
Invesco
4
Invesco
Georgia
$85.6M 4,041,563 +5,230 +0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$71.6M 3,379,499 +43,011 +1%
State Street
6
State Street
Massachusetts
$58.7M 2,773,637 +92,007 +3%
VBA
7
Van Berkom & Associates
Quebec, Canada
$57.9M 2,733,654 +286,363 +12%
Skandinaviska Enskilda Banken (SEB)
8
Skandinaviska Enskilda Banken (SEB)
Sweden
$40.3M 1,903,000 +72,800 +4%
Capital World Investors
9
Capital World Investors
California
$39.2M 1,850,000 – –
Fisher Asset Management
10
Fisher Asset Management
Washington
$38.5M 1,818,205 -51,641 -3%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$35.9M 1,694,320 -38,195 -2%
GI
12
GAMCO Investors
Connecticut
$34.9M 1,648,178 -24,423 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$34.2M 1,614,928 +1,107,255 +218%
GF
14
Gabelli Funds
New York
$29M 1,370,500 -94,500 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$27.3M 1,286,659 +29,171 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$25M 1,181,358 +25,876 +2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$25M 1,178,544 +14,411 +1%
Norges Bank
18
Norges Bank
Norway
$24.3M 1,147,344 – –
Wells Fargo
19
Wells Fargo
California
$24M 1,135,212 +815,669 +255%
Northern Trust
20
Northern Trust
Illinois
$23.5M 1,111,076 +1,716 +0.2%
BAM
21
Burgundy Asset Management
Ontario, Canada
$20.9M 988,673 -63,370 -6%
FIM
22
Foresters Investment Management
New York
$20.6M 974,300 -34,900 -3%
Ameriprise
23
Ameriprise
Minnesota
$18.7M 883,070 +125,986 +17%
Charles Schwab
24
Charles Schwab
California
$17M 803,160 +13,763 +2%
Principal Financial Group
25
Principal Financial Group
Iowa
$16.2M 763,152 +4,471 +0.6%
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