WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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223 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 90 reducing their positions, and 26 closing their positions.

Holders
223
Holders Change
-11
Holders Change %
-4.7%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
71
Reduced
90
Closed
26
Calls
$5.02M
Puts
$1.24M
Net Calls
+$3.78M
Net Calls Change
+$20.5M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$18.4M
2
WG
2
Winton Group
United Kingdom
$7.73M
3
Citadel Advisors
3
Citadel Advisors
Florida
$13.4M
4
Brown Advisory
4
Brown Advisory
Maryland
$17.4M
5
UBS Group
5
UBS Group
Switzerland
$4.53M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.72M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$22.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.92M
4
FP
4
Foundry Partners
Minnesota
$6.2M
5
VBA
5
Van Berkom & Associates
Quebec, Canada
$37.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$185M 11,060,024 +9,301 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$121M 7,234,354 -290,784 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$64M 3,828,530 +31,801 +0.8%
Invesco
4
Invesco
Georgia
$60.9M 3,640,875 +17,854 +0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$56.6M 3,385,975 -41,657 -1%
BAM
6
Burgundy Asset Management
Ontario, Canada
$49.8M 2,976,675 -57,844 -2%
State Street
7
State Street
Massachusetts
$39.2M 2,346,002 +56,365 +2%
APG Asset Management
8
APG Asset Management
Netherlands
$37.9M 2,545,600 -16,644 -0.6%
VBA
9
Van Berkom & Associates
Quebec, Canada
$37.9M 2,267,703 -326,296 -13%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$34M 2,031,487 -6,400 -0.3%
Capital World Investors
11
Capital World Investors
California
$30.9M 1,850,000 – –
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$28.5M 1,704,614 +78,864 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$23.7M 1,417,239 +69,590 +5%
GI
14
GAMCO Investors
Connecticut
$23.1M 1,383,931 -43,857 -3%
Fisher Asset Management
15
Fisher Asset Management
Washington
$22.8M 1,361,516 -382,191 -22%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$22.6M 1,352,627 +21,946 +2%
Norges Bank
17
Norges Bank
Norway
$21.6M 1,293,804 – –
GF
18
Gabelli Funds
New York
$20.5M 1,229,000 +17,000 +1%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$18.4M 1,103,085 +863,577 +361%
Brown Advisory
20
Brown Advisory
Maryland
$17.4M 1,041,872 +206,559 +25%
Northern Trust
21
Northern Trust
Illinois
$16.8M 1,006,033 -61,858 -6%
Charles Schwab
22
Charles Schwab
California
$13.9M 832,642 +2,415 +0.3%
Citadel Advisors
23
Citadel Advisors
Florida
$13.4M 802,432 +366,703 +84%
Ameriprise
24
Ameriprise
Minnesota
$12.1M 723,441 -17,018 -2%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$11.1M 664,018 -178,447 -21%
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