WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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234 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 98 reducing their positions, and 23 closing their positions.

Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
60
Reduced
98
Closed
23
Calls
$5.72M
Puts
$22.4M
Net Calls
-$16.7M
Net Calls Change
-$551K

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$52.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M
3
Victory Capital Management
3
Victory Capital Management
Texas
$8.05M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$35M
5
Man Group
5
Man Group
United Kingdom
$8.98M

Top Sellers

1
BlackRock
1
BlackRock
New York
$190M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$362K
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.49M
5
Ameriprise
5
Ameriprise
Minnesota
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$190M 11,050,723 -670,496 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M 7,525,138 +528,180 +8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.2M 3,796,729 +198,377 +6%
Invesco
4
Invesco
Georgia
$62.2M 3,623,021 -104,839 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$58.9M 3,427,632 -11,624 -0.3%
BAM
6
Burgundy Asset Management
Ontario, Canada
$52.1M 3,034,519 +1,637,306 +117%
APG Asset Management
7
APG Asset Management
Netherlands
$40.4M 2,562,244 +64,344 +3%
State Street
8
State Street
Massachusetts
$39.3M 2,289,637 -54,806 -2%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$35M 2,037,887 +319,861 +19%
Capital World Investors
10
Capital World Investors
California
$31.8M 1,850,000 – –
Fisher Asset Management
11
Fisher Asset Management
Washington
$30M 1,743,707 -3,587 -0.2%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$27.9M 1,625,750 +69,883 +4%
GI
13
GAMCO Investors
Connecticut
$24.5M 1,427,788 -85,769 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23.2M 1,347,649 -33,656 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$22.9M 1,330,681 -9,044 -0.7%
Norges Bank
16
Norges Bank
Norway
$22.2M 1,293,804 – –
GF
17
Gabelli Funds
New York
$20.8M 1,212,000 -76,000 -6%
Northern Trust
18
Northern Trust
Illinois
$18.3M 1,067,891 -5,564 -0.5%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$14.5M 842,465 -24,199 -3%
Brown Advisory
20
Brown Advisory
Maryland
$14.4M 835,313 -40,474 -5%
Charles Schwab
21
Charles Schwab
California
$14.3M 830,227 +17,190 +2%
Wells Fargo
22
Wells Fargo
California
$14M 812,811 -121,904 -13%
MCM
23
Matarin Capital Management
New York
$13.2M 767,383 -29,135 -4%
Ameriprise
24
Ameriprise
Minnesota
$12.7M 740,459 -180,468 -20%
FP
25
Foundry Partners
Minnesota
$12M 699,246 +57,913 +9%
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