WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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245 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 34 closing their positions.

Holders
245
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
77
Reduced
91
Closed
34
Calls
$2.24M
Puts
$1.08M
Net Calls
+$1.16M
Net Calls Change
-$1.08M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.4M
2
APG Asset Management
2
APG Asset Management
Netherlands
$15.8M
3
Brown Advisory
3
Brown Advisory
Maryland
$16.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$27.5M
5
BCM
5
Bridgeway Capital Management
Texas
$7.43M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.04M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.36M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72.3M
4
WI
4
WBI Investments
New Jersey
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$214M 11,847,365 +154,130 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$146M 8,076,680 +87,803 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72.3M 3,999,682 -836,998 -17%
Invesco
4
Invesco
Georgia
$66.4M 3,674,123 -367,440 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$61.9M 3,422,932 +43,433 +1%
Skandinaviska Enskilda Banken (SEB)
6
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.4M 2,900,403 +997,403 +52%
State Street
7
State Street
Massachusetts
$48.6M 2,685,324 -88,313 -3%
VBA
8
Van Berkom & Associates
Quebec, Canada
$47.7M 2,640,848 -92,806 -3%
Capital World Investors
9
Capital World Investors
California
$33.4M 1,850,000 – –
Fisher Asset Management
10
Fisher Asset Management
Washington
$32.4M 1,794,430 -23,775 -1%
GI
11
GAMCO Investors
Connecticut
$29.2M 1,616,905 -31,273 -2%
BAM
12
Burgundy Asset Management
Ontario, Canada
$27.5M 1,519,303 +530,630 +54%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$26.9M 1,490,219 -204,101 -12%
GF
14
Gabelli Funds
New York
$24.7M 1,366,500 -4,000 -0.3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23.4M 1,296,103 +9,444 +0.7%
Norges Bank
16
Norges Bank
Norway
$23.4M 1,293,804 +146,460 +13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$21.4M 1,185,192 +3,834 +0.3%
Northern Trust
18
Northern Trust
Illinois
$19.9M 1,102,089 -8,987 -0.8%
Wells Fargo
19
Wells Fargo
California
$19.9M 1,098,401 -36,811 -3%
Ameriprise
20
Ameriprise
Minnesota
$17.5M 968,966 +85,896 +10%
Brown Advisory
21
Brown Advisory
Maryland
$16.1M 889,147 +565,881 +175%
FIM
22
Foresters Investment Management
New York
$15.8M 874,700 -99,600 -10%
APG Asset Management
23
APG Asset Management
Netherlands
$15.8M 997,000 +780,000 +359%
FP
24
Foundry Partners
Minnesota
$15M 830,151 +91,431 +12%
Goldman Sachs
25
Goldman Sachs
New York
$14.3M 791,570 +296,963 +60%
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