WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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218 hedge funds and large institutions have $1.15B invested in Waddell & Reed Financial, Inc. in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 25 closing their positions.

Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
56
Reduced
97
Closed
25
Calls
$1.39M
Puts
$840K
Net Calls
+$547K
Net Calls Change
+$913K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$27.1M
2
Invesco
2
Invesco
Georgia
$49.7M
3
RA
3
Royce & Associates
New York
$10.1M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.84M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$5.48M
2
BlackRock
2
BlackRock
New York
$158M
3
APG Asset Management
3
APG Asset Management
Netherlands
$5.33M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$110M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$158M 10,161,470 -531,707 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$110M 7,108,049 -475,996 -6%
BAM
3
Burgundy Asset Management
Ontario, Canada
$68.2M 4,400,216 +40,547 +0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$57.5M 3,708,987 -1 -0%
Invesco
5
Invesco
Georgia
$49.7M 3,201,517 +771,180 +32%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$45.3M 2,922,453 -394,487 -12%
State Street
7
State Street
Massachusetts
$36.8M 2,374,810 -111,101 -4%
Capital World Investors
8
Capital World Investors
California
$28.7M 1,850,000 – –
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$27.1M 1,745,563 +1,660,614 +1,955%
Charles Schwab
10
Charles Schwab
California
$26M 1,678,425 +19,846 +1%
VBA
11
Van Berkom & Associates
Quebec, Canada
$24.9M 1,607,731 -91,443 -5%
GI
12
GAMCO Investors
Connecticut
$20.8M 1,340,167 -40,900 -3%
Fisher Asset Management
13
Fisher Asset Management
Washington
$20.8M 1,339,302 +120,224 +10%
GF
14
Gabelli Funds
New York
$20.3M 1,308,500 -7,500 -0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$20M 1,290,228 -58,355 -4%
Norges Bank
16
Norges Bank
Norway
$18.8M 1,212,479 -34,069 -3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$18.8M 1,209,336 -89,816 -7%
Northern Trust
18
Northern Trust
Illinois
$18.6M 1,201,176 +223,183 +23%
Brown Advisory
19
Brown Advisory
Maryland
$17.5M 1,125,211 +82,295 +8%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$17.4M 1,122,448 -29,959 -3%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$14.4M 925,353 -69,341 -7%
GC
22
GMT Capital
Georgia
$14M 904,000 +314,704 +53%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$11.3M 728,195 -160,177 -18%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$10.4M 670,035 +253,241 +61%
RA
25
Royce & Associates
New York
$10.1M 653,543 +563,786 +628%
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