Waddell & Reed Financial Inc (NYSE:WDR)

During the Trading Day
47.77 -0.97 / -1.99%
As of 4:04pm ET
Day’s Change
During After-Hours   Switch to standard view »
47.77 0.00 / 0.00%
 
Volume: 27.2K
Institutional investors purchased a net $194.9 thousand shares of WDR during the quarter ended December 2014, and now own 86.67% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.90%
Mutual fund holders46.39%
Other institutional40.28%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015HAMLIN CAPITAL MANAGEMENT LLC  Bought 963.3 Thousand shares of Waddell & Reed Financial ...
3/31/2015KAMES CAPITAL PLC  Bought 429.8 Thousand shares of Waddell & Reed Financial ...
3/31/2015LOMBARDIA CAPITAL PARTNERS LLC  Bought 388.9 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...10.14%8,476,543419,927,940+597,986+7.59%
BlackRock Fund Advisors6.65%5,556,248275,256,526+146,085+2.70%
The Vanguard Group, Inc.5.94%4,965,084245,970,261-189,074-3.67%
Wellington Management Co. LLP4.12%3,442,451170,539,023-155,757-4.33%
Herndon Capital Management LLC3.81%3,184,704157,770,236+1,357+0.04%
T. Rowe Price Associates, Inc.2.77%2,312,158114,544,307+332,685+16.81%
SSgA Funds Management, Inc.2.64%2,203,343109,153,612-21,422-0.96%
Fisher Asset Management LLC2.51%2,098,191103,944,382-24,140-1.14%
Mellon Capital Management Corp.1.48%1,235,50261,206,769+206,295+20.04%
Northern Trust Investments, Inc.1.24%1,038,04051,424,502-24,403-2.30%

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%3,200,000158,528,000+500,000+18.52%
Vanguard Small Cap Index Fund1.73%1,441,77771,425,633+27,695+1.96%
Vanguard Total Stock Market Index...1.66%1,387,11368,717,578+13,730+1.00%
iShares Core S&P Mid Cap ETF1.57%1,315,62065,175,815+39,162+3.07%
Fidelity Series Small Cap Opportu...1.56%1,300,94164,448,617+199,800+18.14%
Fidelity Capital Appreciation Fun...1.54%1,287,73863,794,54100.00%
Fidelity Small Cap Value Fund1.51%1,264,10062,623,514+125,000+10.97%
Royce Special Equity Fund1.28%1,073,01053,156,915+878,724+452.28%
Fidelity Series Small Cap Discove...1.14%950,00047,063,000+150,000+18.75%
Vanguard Small Cap Growth Index F...1.12%937,31746,434,684+11,135+1.20%

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