Waddell & Reed Financial Inc (NYSE:WDR)

Real-Time Quote
 +0.16 / +0.30%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $689.3 thousand shares of WDR during the quarter ended June 2014, and now own 86.78% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.63%
Other institutional46.43%
Mutual fund holders40.35%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014CITADEL ADVISORS LLC  Bought 1.2 Million shares of Waddell & Reed Financial ...
6/30/2014WELLINGTON MANAGEMENT CO. LLP  Bought 731.1 Thousand shares of Waddell & Reed Financial ...
6/30/2014MELLON CAPITAL MANAGEMENT CORP.  Bought 557.0 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

Total value ($)Shares
bought / sold
The Vanguard Group, Inc.6.21%5,243,255285,757,398-251,456-4.58%
BlackRock Fund Advisors5.58%4,712,785256,846,783-256,706-5.17%
Jennison Associates LLC4.08%3,447,667187,897,852+379,309+12.36%
Herndon Capital Management LLC3.93%3,318,544180,860,648-135,098-3.91%
Wellington Management Co. LLP3.81%3,218,729175,420,731+731,069+29.39%
AJO LP3.30%2,789,020152,001,590-357,770-11.37%
Fidelity Management & Research Co...3.18%2,682,156146,177,502-919,690-25.53%
SSgA Funds Management, Inc.2.67%2,256,611122,985,300-48,300-2.10%
Fisher Asset Management LLC2.54%2,142,223116,751,154-39,311-1.80%
T. Rowe Price Associates, Inc.2.21%1,868,039101,808,126-208,948-10.06%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Small Cap Discovery Fund1.72%1,455,50079,324,750-544,500-27.22%
Vanguard Small Cap Index Fund1.66%1,403,44476,487,698+4,633+0.33%
Vanguard Total Stock Market Index...1.52%1,283,89169,972,060+26,318+2.09%
Prudential Jennison Mid Cap Growt...1.45%1,227,42266,894,499-221,523-15.29%
iShares Core S&P Mid Cap ETF1.37%1,157,19963,067,346-70,692-5.76%
Vanguard Small Cap Growth Index F...1.15%973,49853,055,641-6,503-0.66%
SPDR S&P Mid Cap 400 ETF Trust1.00%841,85345,880,989+19,487+2.37%
Vanguard Extended Market Index Fu...0.93%785,33242,800,594+4,881+0.63%
Government Pension Fund - Global ...0.87%738,41940,243,836-16,242-2.15%
Prudential Jennison Small Company...0.85%714,78338,955,674-84,863-10.61%

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