Waddell & Reed Financial Inc (NYSE:WDR)

68.29
Data as of Apr 17
 +0.42 / +0.62%
Today’s Change
38.70
Today|||52-Week Range
76.46
+4.87%
Year-to-Date
Institutional investors purchased a net $771.3 thousand shares of WDR during the quarter ended December 2013, and now own 85.02% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.63%
Mutual fund holders42.87%
Other institutional42.15%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2014JUPITER ASSET MANAGEMENT LTD.  Bought 178.9 Thousand shares of Waddell & Reed Financial ...
3/31/2014MARSHALL WACE LLP  Bought 33.9 Thousand shares of Waddell & Reed Financial ...
3/31/2014GANNETT WELSH & KOTLER LLC  Bought 6.0 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.6.12%5,195,776382,513,029+471,592+9.98%
BlackRock Fund Advisors5.96%5,053,703372,053,615+462,258+10.07%
Fidelity Management & Research Co...5.06%4,290,146315,840,549-1,086,900-20.21%
Herndon Capital Management LLC4.13%3,504,129257,973,977-310,005-8.13%
AJO LP3.56%3,023,540222,593,015+2,734,740+946.93%
Jennison Associates LLC3.49%2,957,105217,702,070-37,064-1.24%
SSgA Funds Management, Inc.2.69%2,281,587167,970,435-36,639-1.58%
Fisher Asset Management LLC2.61%2,212,034162,849,943-20,875-0.93%
T. Rowe Price Associates, Inc.2.44%2,074,281152,708,567+34,590+1.70%
Principal Global Investors LLC1.68%1,426,363105,008,844-55,022-3.71%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Small Cap Discovery Fund2.89%2,450,000180,369,00000.00%
Vanguard Small Cap Index Fund1.61%1,369,074100,791,228+4,287+0.31%
Vanguard Total Stock Market Index...1.45%1,233,49390,809,755+5,811+0.47%
Prudential Jennison Mid Cap Growt...1.39%1,182,69887,070,227+96,256+8.86%
iShares Core S&P Mid Cap ETF1.31%1,113,31981,962,545-5,239-0.47%
Vanguard Small Cap Growth Index F...1.22%1,033,88576,114,614+3,590+0.35%
Buffalo Small Cap Fund1.09%924,37568,052,488-353,550-27.67%
SPDR S&P Mid Cap 400 ETF Trust1.01%860,55663,354,133-2,499-0.29%
T Rowe Price Small Cap Stock Fund0.94%799,80058,881,27600.00%
Vanguard Extended Market Index Fu...0.93%789,46858,120,634+2,856+0.36%

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