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MFWire: Ivy Funds
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Ivy Investment Management Company
6300 Lamar Avenue
Overland Park, KS  66202
Google Maps

Main Phone: 800-472-6330
Web Site: http://www.ivyfunds.com/

Mutual Fund Brand(s)
Ivy Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    On April 30, 2021, Macquarie Asset Management (home of the Delaware Funds) closed on its planned acquisition of Waddell & Reed. Also as planned, MAM promptly sold off Waddell's B-D while hanging on to its asset management business, including Ivy.

    The funds are operated by Waddell & Reed Financial [profile], a Kansas City-based broker-dealer. Waddell also offers a mutual fund family with its own name.

    Ivy Funds
    Waddell & Reed acquired Mackenzie Investment Management Inc. (MIMI) -- the investment advisor to the Ivy Funds -- from Canada's Mackenzie Investment Management in December 2002. The deal was valued at $74 million, including $30 million for MIMI.

    The Canadian funds sold under the Ivy Funds brand remain owned by Mackenzie Investment and operate separately from the United States-based mutual funds.

    At the time, W&R already offered the W&R Fund family. The Ivy Funds family consisted of 33 mutual funds as of April 1, 2011.
    Ivy Investment Management Company logo

    Sponsored Opportunities

    Key People:
    Phil Sanders
    CEO and Chief Investment Officer / CEO, Waddell & Reed Financial, Inc. / Waddell & Reed Investment Management Company (WRIMCO) and Ivy Investment Management Company (IICO)
    Amy Scupham
    President, Ivy Investments
    Mike Avery
    Mark Beischel
    Global Director of Fixed Income, Ivy Distributors, Inc. (Ivy Funds (W&R Funds, Waddell & Reed))
    Gilbert Scott
    Director of Equity and Fixed Income Research, Symmetry
    Story Archive for Ivy Investment Management Company
    Published On Story Headline Publication
    12/20/2021 Benetic Welcomes a 15-Year Ivy Vet 401kWire.com
    4/30/2021 Ivy lands At Its New Home MFWire.com
    3/12/2021 The Pandemic Hasn't Dispelled Mister Market's Love of Fund Firms MFWire.com
    12/3/2020 Macquarie Makes Its Biggest U.S. Buy In a Decade MFWire.com
    3/26/2020 A San Fran Insti Distro Vet Joins a VC 401kWire.com
    3/17/2020 A Very Bad Monday MFWire.com
    3/9/2020 Asset Managers Slip As the NYSE Circuit Breaker Trips MFWire.com
    2/28/2020 As Markets Swoon, Asset Managers Fall Nearly 12 Percent MFWire.com
    1/16/2020 Midsize Firms' Outflows Fell 78 Percent In 2019 MFWire.com
    12/13/2019 Nationwide Leads Again MFWire.com
    11/13/2019 A Midwestern Insurer Takes the Fund Flows Lead MFWire.com
    10/30/2019 A $68.72B-AUM AM Is "Positioned to Execute" On Deals MFWire.com
    10/15/2019 A Midwestern ETF Shop Retakes First MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    9/18/2019 Mid-Size Firms Suffer 72 Percent of MF Outflows MFWire.com
    8/13/2019 An I-Bank's AM Wins In July MFWire.com
    8/6/2019 A Rough Week? How About a Rough 12 Months? MFWire.com
    8/2/2019 A Fundster Distro Vet Joins Waddell's Board MFWire.com
    8/1/2019 In the Midwest, a Fund Firm's Parent Cuts 158 MFWire.com
    7/29/2019 Week In Preview, July 29-August 4 MFWire.com
    6/14/2019 Baird Three-Peats MFWire.com
    6/12/2019 Will a Midwestern Fund Firm Return to Its OG Home State? MFWire.com
    5/1/2019 "We're Just In a Better Position" For M&A MFWire.com
    4/29/2019 Week In Preview, April 29-May 5 MFWire.com
    2/6/2019 What Would Waddell & Reed Buy? MFWire.com
    2/4/2019 Week In Preview, February 4-10 MFWire.com
    1/17/2019 Only Two Firms Added More Than $10B In 2018 MFWire.com
    10/31/2018 A 1,000-FA B-D Preps a New Advisory Product MFWire.com
    10/31/2018 Scupham Hints at Ivy's Boosted DC I-O Reach 401kWire.com
    8/7/2018 A $78.7B Shop's Distro Chief Plans Channel Diversification MFWire.com
    6/29/2018 There's a New Reigning Champ Among Fund Firms MFWire.com
    6/11/2018 Week In Preview, June 11-17 401kWire.com
    5/30/2018 BlackRock Beat Vanguard Last Month MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    12/26/2017 First Trust and Bridge Builder Take the Lead MFWire.com
    12/6/2017 A Midwestern B-D Shifts to "More Open Architecture" MFWire.com
    11/28/2017 Waddell's Herrmann Passes His Final Hat MFWire.com
    11/22/2017 A 19-Year Waddell Vet Succeeds Butch at Ivy MFWire.com
    10/2/2017 Filings For Fundsters - October 2, 2017 MFWire.com
    9/7/2017 Filings For Fundsters - September 7, 2017 MFWire.com
    7/24/2017 Filings for Fundsters - July 24, 2017 MFWire.com
    7/6/2017 Ivy, Oakmark, and First Trust Had a Big May MFWire.com
    5/19/2017 Filings for Fundsters - May 19, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    2/24/2017 Filings for Fundsters - February 24, 2017 MFWire.com
    1/12/2017 The New Fund Fuss - January 12, 2017 MFWire.com
    12/30/2016 The Most Popular MFWire Stories of 2016 MFWire.com
    11/23/2016 Follow the Fundsters - November 23, 2016 MFWire.com
    10/20/2016 The New Fund Fuss - October 20, 2016 MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    10/17/2016 Filings for Fundsters - October 17, 2016 MFWire.com
    10/13/2016 Filings for Fundsters - October 13, 2016 MFWire.com
    10/10/2016 The New Fund Fuss - October 10, 2016 MFWire.com
    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    7/21/2016 Stork and Reaper -- July 21, 2016 MFWire.com
    5/24/2016 Herrmann Retires and a CIO Takes Over Waddell MFWire.com
    4/27/2016 Waddell Cuts Costs By Ten Percent MFWire.com
    4/22/2016 Ivy Turns Over a Brand New Leaf MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    2/2/2016 Ivy's Avery Heads Out MFWire.com
    1/19/2016 Which Fund Firm Won 2015? MFWire.com
    12/16/2015 M*: Vanguard and iShares Have Dominated This Year MFWire.com
    12/3/2015 A Not-So-Mythical Startup Debuts Its First Fund and Expands Distro MFWire.com
    11/16/2015 Vanguard Retakes the Lead MFWire.com
    10/19/2015 For the First Time In 2015, Somebody Beat Vanguard MFWire.com
    10/6/2015 Butch Makes Three Key Appointments at Ivy MFWire.com
    9/17/2015 12 Fund Firms Suffer More Than $1B In Outflows, Each MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    7/22/2015 An Ivy Vet Takes Up One of Pickens' Hats MFWire.com
    4/17/2015 7 Titans Swallow 88 Percent of Inflows MFWire.com
    10/29/2014 Waddell Has a Lot of Good Mutual Fund Momentum ... Except For Two Key Products MFWire.com
    7/2/2013 Ivy Switches Things Up as a PM Retires MFWire.com
    5/20/2013 Which Funds are the Worst? MFWire.com
    5/15/2013 InvestmentNews Unveils Mutual Fund Losers List MFWire.com
    4/10/2013 Some Fundsters Roll Out the Red Carpet MFWire.com
    4/5/2013 Stork and Reaper for the Week of April 5, 2013 MFWire.com
    1/30/2013 Three Things To Know About Waddell & Reed's Earnings MFWire.com
    1/18/2013 Ivy Reaches Out to Soccer Fans MFWire.com
    11/2/2012 Three Things to Know From Waddell & Reedís Earnings MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    4/30/2012 Ivy's Parent Beats Expectations MFWire.com
    4/10/2012 Butch, Dorsey, Gatch and Rice Win Big MFWire.com
    3/2/2012 Advisors Listen to J.P. Morgan's Experts MFWire.com
    12/15/2011 Waddell Shells Out $21M to Investors MFWire.com
    12/6/2011 Many Fund Firms Now Underperform Their Own Funds MFWire.com
    10/25/2011 Falling A Share Sales Hit Waddell & Reed MFWire.com
    10/6/2011 Goldman Tells You to 'Sell' This Fund Firm MFWire.com
    7/6/2011 Which Asset Managers are Innovative in the Eyes of Advisors? MFWire.com
    6/3/2011 WSJ Names Four Go-Anywhere Funds with High Marks from Analysts and Advisors MFWire.com
    5/26/2011 12b-1 Reform Could Hit Waddell the Hardest MFWire.com
    5/17/2011 T. Rowe and Fido Dominate an I-O Niche 401kWire.com
    3/17/2011 Japan's Nuclear Crisis Spells Opportunities for Managers MFWire.com
    3/11/2011 A 3-Star Ivy Fund Swallows a 2-Star One MFWire.com
    2/25/2011 Advisors Dig Deeper Into American Funds and Pimco MFWire.com
    2/17/2011 'Are You Scared of Hank Herrmann?' MFWire.com
    12/20/2010 Ivy is Cooking Up 'Quick Response' Ads MFWire.com
    10/29/2010 Does Absolute Return Mean 'No-Return'? MFWire.com
    10/27/2010 Waddell Feels 'Little Effect' From Flash Crash Flak MFWire.com
    10/26/2010 Waddell Beats Estimates as Flows Fall MFWire.com
    9/14/2010 Which Fund Firms are Top of Mind Among Advisors? MFWire.com
    8/31/2010 Whom Will 12b-1 Reform Hit the Hardest? MFWire.com
    8/31/2010 Some Flexible Funds are Leaning South MFWire.com
    8/16/2010 Waddell & Reed Has a New Investment Chief MFWire.com
    7/28/2010 Despite Flagship Fund Woes, Waddell Keeps Flows Positive MFWire.com
    6/11/2010 Go-Anywhere Funds Haul in the AUM MFWire.com
    4/28/2010 Ivy's Best-Selling Fund Sprouts a Sibling MFWire.com
    2/23/2010 Fundsters Talk Tech MFWire.com
    2/22/2010 PIMCO's Managers Lead the Pack in Advisors' Minds MFWire.com
    2/4/2010 Ivy Restructures its Sales Force MFWire.com
    1/12/2010 Top-Level Changes Yield New Titles for Waddell's Avery, Butch MFWire.com
    1/6/2010 2009 Was the Year of Bond Fund Flows MFWire.com
    11/24/2009 24. Brad Ross MFWire.com
    11/23/2009 Advisors Favor American Funds' Ideas MFWire.com
    10/9/2009 At Ivy, Wholesalers' Comp Marks a Shift from Past Years MFWire.com
    7/28/2009 Waddell & Reed Sees Earnings Drop 34 Percent MFWire.com
    7/9/2009 No Surprise: A New Survey Shows That American Funds' Brand is an FA Favorite MFWire.com
    7/2/2009 Ivy Gives Henderson the Boot MFWire.com
    4/28/2009 An Asset Manager Climbs Back to the Black MFWire.com
    3/5/2009 Ivy Borrows Another Page from its Sister's Playbook MFWire.com
    4/25/2008 Ivy Marketing Director Jumps to Eaton Vance MFWire.com
    4/7/2008 Ivy Funds Taps Fixed-Income Market for New Fund MFWire.com
    10/31/2007 Ivy Funds Plans an Expansion of its Wholesaler Ranks MFWire.com
    9/12/2007 Ivy Hires Sales Exec MFWire.com
    4/11/2007 Templeton, Henderson Deepen Ivy Roots MFWire.com
    3/12/2003 W&R Details Ivy Fund Mergers MFWire.com
    1/7/2003 W&R Fertilizes its Ivy MFWire.com
    8/29/2002 Mackenzie Finds a Buyer for Ivy MFWire.com
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