Waddell & Reed Financial Inc (NYSE:WDR)

55.41
Data as of Jul 29
 -2.45 / -4.23%
Today’s Change
47.20
Today|||52-Week Range
76.46
-14.91%
Year-to-Date
Institutional investors purchased a net $1.2 million shares of WDR during the quarter ended March 2014, and now own 85.01% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.57%
Mutual fund holders43.27%
Other institutional41.74%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014KAMES CAPITAL PLC  Bought 380.1 Thousand shares of Waddell & Reed Financial ...
6/30/2014AMUNDI SMITH BREEDEN LLC  Bought 128.2 Thousand shares of Waddell & Reed Financial ...
6/30/2014STUX CAPITAL MANAGEMENT LLC  Bought 27.4 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.6.45%5,494,711343,913,961+298,935+5.75%
BlackRock Fund Advisors5.83%4,969,491311,040,442-84,212-1.67%
Fidelity Management & Research Co...4.23%3,601,846225,439,541-688,300-16.04%
Herndon Capital Management LLC4.05%3,453,642216,163,453-50,487-1.44%
AJO LP3.69%3,146,790196,957,586+123,250+4.08%
Jennison Associates LLC3.60%3,068,358192,048,527+111,253+3.76%
Wellington Management Co. LLP2.92%2,487,660155,702,639+1,183,549+90.76%
SSgA Funds Management, Inc.2.70%2,304,911144,264,379+23,324+1.02%
Fisher Asset Management LLC2.51%2,142,223134,081,738-39,311-1.80%
T. Rowe Price Associates, Inc.2.44%2,076,987129,998,616+2,706+0.13%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Small Cap Discovery Fund1.71%1,455,50091,099,745-544,500-27.22%
Prudential Jennison Mid Cap Growt...1.70%1,448,94590,689,468+253,833+21.24%
Vanguard Small Cap Index Fund1.64%1,398,81187,551,580-5,209-0.37%
Vanguard Total Stock Market Index...1.48%1,257,57378,711,494+10,685+0.86%
iShares Core S&P Mid Cap ETF1.44%1,227,65876,839,114+112,294+10.07%
Vanguard Small Cap Growth Index F...1.15%980,00161,338,263-28,700-2.85%
SPDR S&P Mid Cap 400 ETF Trust0.96%818,08651,204,003-13,655-1.64%
Buffalo Small Cap Fund0.95%808,53050,605,893-115,845-12.53%
T Rowe Price Small Cap Stock Fund0.94%799,80050,059,48200.00%
Prudential Jennison Small Company...0.94%799,64650,049,843+67,548+9.23%

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