Waddell & Reed Financial Inc (NYSE:WDR)

45.38
BATS BZX Real-Time Price
 +0.11 / +0.24%
Today’s Change
41.06
Today|||52-Week Range
76.46
-8.91%
Year-to-Date
Institutional investors purchased a net $1.1 million shares of WDR during the quarter ended September 2014, and now own 86.37% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.91%
Other institutional43.42%
Mutual fund holders42.96%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014GRADIENT INVESTMENTS LLC  Bought 41.0 Thousand shares of Waddell & Reed Financial ...
11/28/2014BEXIL ADVISERS LLC  Bought 33.0 Thousand shares of Waddell & Reed Financial ...
12/31/2014QUANTITATIVE SYSTEMATIC STRATEGI...  Bought 29.7 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...7.54%6,305,059314,118,039+3,622,903+135.07%
BlackRock Fund Advisors6.47%5,410,163269,534,321+697,378+14.80%
The Vanguard Group, Inc.6.16%5,154,158256,780,152-89,097-1.70%
Wellington Management Co. LLP4.30%3,598,208179,262,723+379,479+11.79%
Herndon Capital Management LLC3.81%3,183,347158,594,348-135,197-4.07%
SSgA Funds Management, Inc.2.66%2,224,765110,837,792-31,846-1.41%
Fisher Asset Management LLC2.56%2,139,466106,588,196-2,757-0.13%
Citadel Advisors LLC2.52%2,109,122105,076,458+937,201+79.97%
T. Rowe Price Associates, Inc.2.37%1,979,47398,617,345+111,434+5.97%
AJO LP1.99%1,663,55082,878,061-1,125,470-40.35%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Small Cap Discovery Fund3.23%2,700,000134,514,000+1,444,500+115.05%
Vanguard Small Cap Index Fund1.69%1,408,98970,195,832+6,646+0.47%
Vanguard Total Stock Market Index...1.60%1,339,62366,740,018+4,590+0.34%
iShares Core S&P Mid Cap ETF1.48%1,240,93261,823,232-32,652-2.56%
Fidelity Capital Appreciation Fun...1.43%1,191,23859,347,47700.00%
Fidelity Small Cap Value Fund1.36%1,139,10056,749,962+800,000+235.92%
Fidelity Series Small Cap Opportu...1.32%1,101,14154,858,845+515,100+87.89%
Vanguard Small Cap Growth Index F...1.09%910,00845,336,599-27,001-2.88%
Fidelity Series Small Cap Discove...0.96%800,00039,856,000+589,100+279.33%
SPDR S&P Mid Cap 400 ETF Trust0.95%791,90239,452,558+3,431+0.44%

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