WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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212 hedge funds and large institutions have $840M invested in Waddell & Reed Financial, Inc. in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 88 reducing their positions, and 34 closing their positions.

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
64
Reduced
88
Closed
34
Calls
$1.67M
Puts
$2.04M
Net Calls
-$366K
Net Calls Change
-$4.15M

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$49.6M
2
Charles Schwab
2
Charles Schwab
California
$18.9M
3
GC
3
GMT Capital
Georgia
$6.71M
4
YAM
4
Yacktman Asset Management
Texas
$5.12M
5
AL
5
AJO LP
Pennsylvania
$5.14M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$10.5M
2
Invesco
2
Invesco
Georgia
$27.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.1M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$11.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$122M 10,693,177 -366,847 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.3M 7,584,045 +349,691 +5%
BAM
3
Burgundy Asset Management
Ontario, Canada
$49.6M 4,359,669 +1,382,994 +46%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$42.2M 3,708,988 -119,542 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$37.7M 3,316,940 -69,035 -2%
State Street
6
State Street
Massachusetts
$28.3M 2,485,911 +139,909 +6%
Invesco
7
Invesco
Georgia
$27.7M 2,430,337 -1,210,538 -33%
Capital World Investors
8
Capital World Investors
California
$21.1M 1,850,000 – –
VBA
9
Van Berkom & Associates
Quebec, Canada
$19.3M 1,699,174 -568,529 -25%
Charles Schwab
10
Charles Schwab
California
$18.9M 1,658,579 +825,937 +99%
GI
11
GAMCO Investors
Connecticut
$15.7M 1,381,067 -2,864 -0.2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$15.3M 1,348,583 -68,656 -5%
GF
13
Gabelli Funds
New York
$15M 1,316,000 +87,000 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$14.8M 1,299,152 -53,475 -4%
Norges Bank
15
Norges Bank
Norway
$14.2M 1,246,548 -47,256 -4%
Fisher Asset Management
16
Fisher Asset Management
Washington
$13.9M 1,219,078 -142,438 -10%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$13.1M 1,152,407 +49,322 +4%
Brown Advisory
18
Brown Advisory
Maryland
$11.9M 1,042,916 +1,044 +0.1%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$11.3M 994,694 -709,920 -42%
Northern Trust
20
Northern Trust
Illinois
$11.1M 977,993 -28,040 -3%
APG Asset Management
21
APG Asset Management
Netherlands
$10.5M 921,542 -1,624,058 -64%
Victory Capital Management
22
Victory Capital Management
Texas
$10.4M 912,780 +430,467 +89%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$10.1M 888,372 -1,143,115 -56%
Skandinaviska Enskilda Banken (SEB)
24
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.54M 750,452 +109,500 +17%
Ameriprise
25
Ameriprise
Minnesota
$7.86M 690,853 -32,588 -5%
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