Waddell & Reed Financial Inc (NYSE:WDR)

49.24
Delayed Data
As of May 22
 -0.10 / -0.20%
Today’s Change
41.06
Today|||52-Week Range
65.57
-1.16%
Year-to-Date
Institutional investors purchased a net $3.8 million shares of WDR during the quarter ended March 2015, and now own 88.86% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.90%
Mutual fund holders46.08%
Other institutional42.78%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015T. ROWE PRICE ASSOCIATES, INC.  Bought 3.4 Million shares of Waddell & Reed Financial ...
3/31/2015THE LONDON CO. OF VIRGINIA LLC  Bought 3.0 Million shares of Waddell & Reed Financial ...
3/31/2015HAMLIN CAPITAL MANAGEMENT LLC  Bought 963.3 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...10.30%8,607,057424,500,051+728,500+9.25%
T. Rowe Price Associates, Inc.6.86%5,732,930282,748,108+3,420,772+147.95%
The Vanguard Group, Inc.6.23%5,203,817256,652,254+238,733+4.81%
BlackRock Fund Advisors6.17%5,153,881254,189,411-402,367-7.24%
The London Co. of Virginia LLC3.59%2,999,367147,928,780+2,999,367--
Herndon Capital Management LLC3.38%2,821,499139,156,331-363,205-11.40%
SSgA Funds Management, Inc.2.72%2,271,130112,012,132+67,787+3.08%
Fisher Asset Management LLC2.51%2,098,191103,482,780-24,140-1.14%
Wellington Management Co. LLP2.43%2,028,999100,070,231-1,413,452-41.06%
Royce & Associates LLC2.02%1,689,40083,321,208+955,609+130.23%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Small Cap Discovery Fund3.83%3,200,000157,824,000+500,000+18.52%
Vanguard Small Cap Index Fund1.74%1,449,91671,509,857+8,139+0.56%
Vanguard Total Stock Market Index...1.66%1,390,68968,588,781+3,576+0.26%
iShares Core S&P Mid Cap ETF1.58%1,316,82964,946,006+1,209+0.09%
Fidelity Series Small Cap Opportu...1.56%1,300,94164,162,410+199,800+18.14%
Fidelity Capital Appreciation Fun...1.54%1,287,73863,511,23800.00%
Fidelity Small Cap Value Fund1.51%1,264,10062,345,412+125,000+10.97%
Royce Special Equity Fund1.28%1,073,01052,920,853+878,724+452.28%
Vanguard Small Cap Growth Index F...1.14%954,77847,089,651+17,461+1.86%
Fidelity Series Small Cap Discove...1.14%950,00046,854,000+150,000+18.75%

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