Waddell & Reed Financial Inc (NYSE:WDR)

20.25
BATS BZX Real-Time Price
As of 11:57am ET
 -0.01 / -0.05%
Today’s Change
16.32
Today|||52-Week Range
23.82
-9.36%
Year-to-Date
Institutional investors purchased a net $2.2 million shares of WDR during the quarter ended December 2017 and now own 102.76% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Managers industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders7.65%
Mutual fund holders57.68%
Other institutional45.09%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018FISHER ASSET MANAGEMENT LLC  Bought 422.9 Thousand shares of Waddell & Reed Financial ...
3/31/2018GATEWAY INVESTMENT ADVISERS LLC  Bought 43.8 Thousand shares of Waddell & Reed Financial ...
3/31/2018FOX RUN MANAGEMENT LLC  Bought 18.5 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors18.75%15,587,295315,019,232+67,276+0.43%
The Vanguard Group, Inc.9.28%7,718,773155,996,402+115,229+1.52%
Fidelity Management & Research Co...4.74%3,944,08079,709,857-357,209-8.30%
Dimensional Fund Advisors LP3.67%3,049,08061,621,907+103,695+3.52%
SSgA Funds Management, Inc.3.64%3,024,71761,129,531+33,949+1.14%
Fisher Asset Management LLC2.83%2,352,46547,543,318+422,867+21.91%
Van Berkom & Associates, Inc.2.82%2,340,58047,303,122-26,330-1.11%
SEB Investment Management AB2.44%2,025,10040,927,271+1,164,400+135.29%
Schroder Investment Management Lt...2.30%1,908,63338,573,473-616,200-24.41%
Invesco Advisers, Inc.2.28%1,892,91738,255,853-58,603-3.00%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Core S&P Small Cap ETF4.55%3,780,34676,400,793+41,209+1.10%
Fidelity Low Priced Stock Fund3.20%2,661,45053,787,905-374,950-12.35%
Vanguard Total Stock Market Index...2.34%1,942,31539,254,186+23,120+1.20%
Vanguard Small Cap Index Fund2.28%1,898,99838,378,750-24,196-1.26%
American Funds Small Cap World Fu...2.23%1,850,00037,388,50000.00%
Invesco Dividend Income Fund2.12%1,761,38435,597,571+3,402+0.19%
iShares Russell 2000 ETF1.89%1,567,00931,669,252+9,852+0.63%
Undiscovered Managers Behavioral ...1.78%1,475,46029,819,04700.00%
Government Pension Fund - Global ...1.54%1,279,57525,860,211+486,248+61.29%
Vanguard Small Cap Value Index Fu...1.44%1,195,79724,167,057-6,661-0.55%