Waddell & Reed Financial Inc (NYSE:WDR)

During the Trading Day
49.60 +0.05 / +0.10%
As of 4:04pm ET
Day’s Change
During After-Hours   Switch to standard view »
49.60 0.00 / 0.00%
 
Volume: 14.9K
Institutional investors purchased a net $2.1 million shares of WDR during the quarter ended December 2014, and now own 85.42% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.91%
Mutual fund holders44.14%
Other institutional41.29%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014VICTORY CAPITAL MANAGEMENT, INC.  Bought 948.9 Thousand shares of Waddell & Reed Financial ...
1/30/2015FIDELITY MANAGEMENT & RESEARCH C...  Bought 598.0 Thousand shares of Waddell & Reed Financial ...
12/31/2014ROYCE & ASSOCIATES LLC  Bought 434.4 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Management & Research Co...10.14%8,476,543378,986,238+597,986+7.59%
BlackRock Fund Advisors6.65%5,556,248248,419,848+146,085+2.70%
The Vanguard Group, Inc.5.94%4,965,084221,988,906-189,074-3.67%
Wellington Management Co. LLP4.12%3,442,451153,911,984-155,757-4.33%
Herndon Capital Management LLC3.81%3,184,704142,388,116+1,357+0.04%
T. Rowe Price Associates, Inc.2.77%2,312,158103,376,584+332,685+16.81%
SSgA Funds Management, Inc.2.64%2,203,34398,511,466-21,422-0.96%
Fisher Asset Management LLC2.54%2,122,33194,889,419-17,135-0.80%
Mellon Capital Management Corp.1.48%1,235,50255,239,294+206,295+20.04%
Northern Trust Investments, Inc.1.24%1,038,04046,410,768-24,403-2.30%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Small Cap Discovery Fund3.23%2,700,000120,717,000+1,444,500+115.05%
Vanguard Small Cap Index Fund1.69%1,414,08263,223,606+25,602+1.84%
Vanguard Total Stock Market Index...1.63%1,361,46860,871,234+21,845+1.63%
Fidelity Capital Appreciation Fun...1.54%1,287,73857,574,766+96,500+8.10%
iShares Core S&P Mid Cap ETF1.51%1,263,00156,468,775+22,069+1.78%
Fidelity Small Cap Value Fund1.36%1,139,10050,929,161+800,000+235.92%
Fidelity Series Small Cap Opportu...1.32%1,101,14149,232,014+515,100+87.89%
Vanguard Small Cap Growth Index F...1.10%922,94341,264,782+12,935+1.42%
Fidelity Series Small Cap Discove...0.96%800,00035,768,000+589,100+279.33%
SPDR S&P Mid Cap 400 ETF Trust0.95%791,74435,398,874-158-0.02%

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