Waddell & Reed Financial Inc (NYSE:WDR)

Delayed Data
As of Jul 02
 -0.28 / -0.60%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $3.7 million shares of WDR during the quarter ended March 2015, and now own 88.12% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.84%
Mutual fund holders49.71%
Other institutional38.42%

Largest Quarterly Institutional

Latest Institutional Activity

5/29/2015DANSKE BANK A/S (INVT MGMT)  Bought 4.5 Thousand shares of Waddell & Reed Financial ...
4/30/2015CREDIT SUISSE AG  Bought 1.2 Thousand shares of Waddell & Reed Financial ...
4/30/2015EACM ADVISORS LLC  Bought 1.1 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...10.21%8,607,057411,245,183+728,500+9.25%
T. Rowe Price Associates, Inc.6.80%5,732,930273,919,395+3,420,772+147.95%
The Vanguard Group, Inc.6.18%5,203,817248,638,376+238,733+4.81%
BlackRock Fund Advisors6.12%5,153,881246,252,434-402,367-7.24%
The London Co. of Virginia LLC3.56%2,999,367143,309,755+2,999,367--
Herndon Capital Management LLC3.35%2,821,499134,811,222-363,205-11.40%
SSgA Funds Management, Inc.2.70%2,271,130108,514,591+67,787+3.08%
Fisher Asset Management LLC2.49%2,098,191100,251,566-24,140-1.14%
Wellington Management Co. LLP2.41%2,028,99996,945,572-1,413,452-41.06%
Royce & Associates LLC2.01%1,689,40080,719,532+955,609+130.23%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Fidelity Small Cap Discovery Fund3.80%3,200,000152,896,000+500,000+18.52%
T Rowe Price Mid Cap Value Fund2.26%1,901,77190,866,618+1,901,771--
Vanguard Small Cap Index Fund1.76%1,479,29570,680,715+11,191+0.76%
Vanguard Total Stock Market Index...1.65%1,387,11766,276,450-3,572-0.26%
iShares Core S&P Mid Cap ETF1.57%1,324,60663,289,675+7,777+0.59%
Fidelity Series Small Cap Opportu...1.54%1,300,94162,158,961+199,800+18.14%
Fidelity Small Cap Value Fund1.50%1,264,10060,398,698+125,000+10.97%
Fidelity Capital Appreciation Fun...1.41%1,188,33856,778,790-99,400-7.72%
Royce Special Equity Fund1.27%1,073,01051,268,418+878,724+452.28%
T Rowe Price Small Cap Stock Fund1.17%983,50046,991,630+271,600+38.15%

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