Who owns Waddell & Reed Financial?

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Analyze quarterly positions in Waddell & Reed Financial with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Waddell & Reed Financial stock

Who bought or sold Waddell & Reed Financial this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of
BlackRock 10M $254M 6% Mar 2021
Vanguard Group 6.8M $171M 2% Mar 2021
Burgundy Asset Management 3.4M $84M 0% Mar 2021
Dimensional Fund Advisors 2.4M $60M -13% Mar 2021
State Street Corporation 2.2M $54M 2% Mar 2021
Alpine Associates Management 2.0M $49M 26% Mar 2021
Capital World Investors 1.9M $46M 0% Mar 2021
Charles Schwab Investment Management 1.5M $38M -9% Mar 2021
Invesco 1.2M $29M -61% Mar 2021
Geode Capital Management 994k $25M -1% Mar 2021
Bank of America Corporation 906k $23M 290% Mar 2021

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Northern Trust 892k $22M -19% Mar 2021
GAMCO Asset Management 890k $22M -29% Mar 2021
Parametric Portfolio Associates 776k $19M 12% Mar 2021
Bank of New York Mellon 742k $19M 0% Mar 2021
Factorial Partners 29k $727k -19% Mar 2021
Goldman Sachs Group 658k $17M 20% Mar 2021
CNH Partners 631k $16M 160% Mar 2021
FMR 589k $15M 0% Mar 2021
Spring Creek Capital 562k $14M 100% Mar 2021
Gabelli Funds 554k $14M -36% Mar 2021
Jpmorgan Chase & Co 489k $12M 29% Mar 2021
Tokio Marine Asset Management 428k $11M 12% Mar 2021
Principal Financial Group 427k $11M -1% Mar 2021
UBS Group 410k $10M 143% Mar 2021
Kellner Capital 365k $9.1M 178% Mar 2021
Grantham, Mayo, Van Otterloo & Co 364k $9.1M -5% Mar 2021
Credit Suisse 339k $5.7M 13% Mar 2021
Bridgeway Capital Management 338k $8.5M -3% Mar 2021
Regions Bank 319k $8.0M -13% Mar 2021
Renaissance Technologies 298k $7.5M -7% Mar 2021
Ameriprise Financial 293k $7.3M -8% Mar 2021
Nuveen Asset Management 272k $6.8M -2% Mar 2021
Legal & General Group 260k $6.5M 1% Mar 2021
Bnp Paribas Arbitrage, Snc 253k $6.3M 61% Mar 2021
Marshall Wace North America 252k $6.4M 100% Dec 2020
IndexIQ Advisors 241k $6.0M 100% Mar 2021
Ergoteles 232k $5.8M 698% Mar 2021
Westchester Capital Management 229k $5.8M 100% Dec 2020
Millennium Management 225k $5.7M 10% Dec 2020
Barclays 221k $5.5M -70% Mar 2021
Rhumbline Advisers 206k $5.2M -1% Mar 2021
Matarin Capital Management 196k $5.0M -33% Dec 2020
Man Group 194k $4.9M -72% Dec 2020
Wells Fargo & Company 181k $4.5M -55% Mar 2021
Wolverine Asset Management 177k $4.4M 134% Mar 2021
Canada Pension Plan Investment Board 163k $4.2M 100% Dec 2020
South Dakota Investment Council 147k $3.7M -3% Mar 2021
Glazer Capital 140k $3.5M 100% Mar 2021
Swiss National Bank 136k $3.4M -3% Mar 2021
CalPERS 131k $3.3M -14% Mar 2021
Public Sector Pension Investment Board 129k $3.2M -7% Mar 2021
American Century Companies 123k $3.1M 26% Mar 2021
New York State Teachers Retirement System 121k $3.0M -14% Mar 2021
LSV Asset Management 120k $3.0M -40% Mar 2021
Susquehanna Fundamental Investments 119k $3.0M 17% Mar 2021
First Trust Advisors 118k $3.0M -78% Mar 2021
Alliancebernstein 105k $2.6M -15% Mar 2021
Relative Value Partners 102k $2.6M -10% Mar 2021
Brown Trout Management 102k $2.6M 356% Mar 2021
Hrt Financial 101k $2.5M 184% Mar 2021
SG Americas Securities 98k $2.5M 141% Mar 2021
State of New Jersey Common Pension Fund D 96k $2.4M -23% Mar 2021
California State Teachers Retirement System 93k $2.3M 0% Mar 2021
Aperio Group 92k $2.3M 2% Dec 2020
Blueshift Asset Management 91k $2.3M 100% Mar 2021
TD Asset Management 90k $2.3M 100% Mar 2021
Cambria Investment Management 89k $2.2M 135% Mar 2021
Continental Advisors 82k $2.1M -69% Dec 2020
Two Sigma Investments 81k $2.0M -41% Mar 2021
Florida State Board of Administration 80k $2.0M -24% Mar 2021
Winton Capital 71k $1.8M -66% Dec 2020
Prudential Financial 71k $1.8M -58% Mar 2021
Russell Investments 71k $1.8M 16% Mar 2021
Hsbc Holdings 71k $1.8M -25% Mar 2021
Sei Investments 68k $1.7M -17% Mar 2021
Ubs Global Asset Management Americas 64k $1.6M -38% Mar 2021
Great-West Life Assurance Company 63k $1.6M -17% Dec 2020
Brian McDonald 63k $1.6M -4% Mar 2021
QS Investors 61k $1.5M -8% Mar 2021
New York State Common Retirement Fund 57k $1.4M 0% Mar 2021
Burney Co/ 56k $1.4M -23% Mar 2021
Royce & Associates 55k $1.4M -35% Mar 2021
Thrivent Financial for Lutherans 51k $1.3M -1% Mar 2021
Centiva Capital 50k $1.3M 0% Mar 2021
Ingalls & Snyder 49k $1.2M 0% Mar 2021
Commonwealth of Pennsylvania 48k $1.2M -1% Mar 2021
T. Rowe Price Associates 47k $1.2M 0% Mar 2021
Texas Permanent School Fund 47k $1.2M -7% Mar 2021
Springbok Capital Management 46k $1.2M 28% Mar 2021
Deutsche Bank Aktiengesellschaft 46k $1.2M -8% Mar 2021
Qube Research & Technologies 43k $1.1M -31% Mar 2021
Alaska Retirement Management Board 42k $1.1M -13% Mar 2021
First Republic Investment Management 42k $1.0M -18% Mar 2021
American International 41k $1.0M -1% Mar 2021
NISA Investment Advisors 40k $1.0M 12% Mar 2021
Dai-Ichi Life Insurance Company 40k $1.0M -79% Mar 2021
Royal Bank of Canada 40k $994k -78% Mar 2021
Maverick Capital 39k $985k 100% Dec 2020
Ohio Pers 37k $930k 190% Mar 2021
Mint Tower Capital Management B.V. 37k $920k 271% Mar 2021
Mitsubishi UFJ Trust & Banking Corp 36k $914k -26% Mar 2021
Weather Gauge Advisory 36k $890k -12% Mar 2021
Manufacturers Life Insurance Company 35k $868k -7% Mar 2021
Cubist Systematic Strategies 34k $840k 267% Mar 2021
Pioneer Investment Management 34k $853k -15% Dec 2020
Victory Capital Management 32k $804k -81% Mar 2021
Tudor Investment Corporation 31k $792k 100% Dec 2020
Arp Americas 30k $760k -8% Mar 2021
Athanor Capital 30k $754k 79% Mar 2021
CSS 30k $752k 100% Mar 2021
Citigroup 30k $769k -23% Mar 2021
FORA Capital 28k $722k 100% Dec 2020
Louisiana State Employees Retirement System 28k $709k -2% Mar 2021
Brown Advisory Holdings Incorporated 28k $674k -54% Mar 2021
Stifel Financial 28k $702k 6% Mar 2021
Guggenheim Capital, LLC Managers 27k $678k 15% Mar 2021
SummerHaven Investment Management 26k $661k 0% Mar 2021
Ing Investment Management 26k $654k -4% Mar 2021
Oregon Public Employees Retirement Fund 26k $644k 2% Mar 2021
Two Sigma Advisers 25k $616k 100% Mar 2021
Seven Eight Capital 24k $611k 0% Mar 2021
Gotham Asset Management 24k $611k -48% Dec 2020
Voloridge Investment Management 24k $610k 100% Dec 2020
Susquehanna International 23k $585k -65% Mar 2021
Tower Research Capital 22k $556k 249% Mar 2021
State of Tennessee, Treasury Department 22k $555k -8% Mar 2021
CI Investments 21k $528k 9% Mar 2021
MacKay Shields 21k $513k -40% Mar 2021
WBI Investments 21k $512k 56% Mar 2021
Schonfeld Strategic Advisors 20k $520k -54% Dec 2020
MetLife Investment Advisors 20k $502k -30% Mar 2021
Squarepoint Ops 19k $483k -77% Dec 2020
Virtu Financial 19k $473k 77% Mar 2021
ProShare Advisors 18k $458k 23% Mar 2021
KBC Group NV 18k $446k 110% Mar 2021
Arizona State Retirement System 17k $433k -4% Mar 2021
Unison Advisors 17k $433k 1% Mar 2021
Bank Of Montreal 17k $419k -3% Mar 2021
Water Island Capital 17k $418k -97% Mar 2021
AQR Capital Management 17k $415k -48% Mar 2021
Allianz Asset Management 16k $407k 100% Mar 2021
Financial Counselors 16k $401k 0% Mar 2021
Eaton Vance Management 16k $403k 0% Dec 2020
Vivaldi Asset Management 16k $398k 100% Dec 2020
Public Employees' Retirement Association of Colorado 15k $366k 0% Mar 2021
LPL Financial 14k $340k 72% Mar 2021
Advisor Group Holdings 13k $330k 1% Mar 2021
Quantbot Technologies 12k $304k -55% Mar 2021
Hexavest 9.9k $249k -32% Mar 2021
Leavell Investment Management 8.6k $216k -75% Mar 2021
Federated Investors 106.00 $3.0k -99% Mar 2021
Metropolitan Life Insurance Company 16.00 $412.000000 -100% Mar 2021

Who sold out of Waddell & Reed Financial?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 943k $23M
Norges Bank Investment Management Dec 2020 870k $22M
Skandinaviska Enskilda Banken AB Dec 2020 447k $11M
Yacktman Asset Management Dec 2020 362k $9.2M
Schroder Investment Management Group Dec 2020 356k $9.1M
Mirae Asset Global Investments Dec 2020 269k $6.8M
Arrowstreet Capital, Limited Partnership Dec 2020 268k $6.8M
D. E. Shaw & Co Sep 2020 168k $2.5M
Marshall Wace Dec 2020 157k $4.0M
Verition Fund Management Dec 2020 146k $3.7M
Robeco Institutional Asset Management B V Dec 2020 137k $3.5M
Citadel Advisors Dec 2020 119k $3.0M
Vident Investment Advisory Dec 2020 99k $2.5M
Natixis Dec 2020 99k $2.5M
Glenmede Trust Company Sep 2020 81k $1.2M
Sunrise Partners Limited Partnership Sep 2020 59k $879k
ExodusPoint Capital Management Dec 2020 57k $1.4M
Walleye Trading Dec 2020 49k $1.3M
Aigen Investment Management Dec 2020 40k $1.0M
DuPont Capital Management Corporation Dec 2020 37k $950k
Thomas Stevens, CFA" Dec 2020 36k $903k
Creative Planning Dec 2020 34k $874k
Jane Street Dec 2020 28k $714k
PEAK6 Investments Dec 2020 27k $699k
XR Securities Dec 2020 27k $203k
Bck Capital Management Dec 2020 25k $646k
Mason Street Advisors Dec 2020 23k $594k
Occudo Quantitative Strategies Dec 2020 22k $555k
Teachers Retirement System Of The State Of Kentucky Dec 2020 20k $520k
Vestcor Investment Management Corp Dec 2020 17k $436k
Boothbay Fund Management Dec 2020 13k $339k