Waddell & Reed Financial Inc (NYSE:WDR)

During the Trading Day
49.63 +0.09 / +0.18%
As of 4:07pm ET
Day’s Change
During After-Hours   Switch to standard view »
49.63 0.00 / 0.00%
 
Volume: 8.4K
Institutional investors purchased a net $2.0 million shares of WDR during the quarter ended December 2014, and now own 85.59% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.91%
Mutual fund holders43.31%
Other institutional42.28%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

1/30/2015FIDELITY MANAGEMENT & RESEARCH C...  Bought 598.0 Thousand shares of Waddell & Reed Financial ...
1/30/2015PYRAMIS GLOBAL ADVISORS LLC  Bought 15.7 Thousand shares of Waddell & Reed Financial ...
1/31/2015EACM ADVISORS LLC  Bought 12.3 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...10.14%8,476,543419,249,817+597,986+7.59%
BlackRock Fund Advisors6.65%5,556,248274,812,026+146,085+2.70%
The Vanguard Group, Inc.5.94%4,965,084245,573,055-189,074-3.67%
Wellington Management Co. LLP4.12%3,442,451170,263,626-155,757-4.33%
Herndon Capital Management LLC3.81%3,184,704157,515,460+1,357+0.04%
T. Rowe Price Associates, Inc.2.77%2,312,158114,359,335+332,685+16.81%
SSgA Funds Management, Inc.2.64%2,203,343108,977,345-21,422-0.96%
Fisher Asset Management LLC2.54%2,122,331104,970,491-17,135-0.80%
Mellon Capital Management Corp.1.48%1,235,50261,107,929+206,295+20.04%
Northern Trust Investments, Inc.1.24%1,038,04051,341,458-24,403-2.30%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Fidelity Small Cap Discovery Fund3.23%2,700,000133,542,000+1,444,500+115.05%
Vanguard Small Cap Index Fund1.73%1,441,77771,310,290+27,695+1.96%
Vanguard Total Stock Market Index...1.64%1,373,38367,927,523+11,915+0.88%
Fidelity Capital Appreciation Fun...1.54%1,287,73863,691,52100.00%
iShares Core S&P Mid Cap ETF1.53%1,276,45863,133,613+13,457+1.07%
Fidelity Small Cap Value Fund1.36%1,139,10056,339,886+800,000+235.92%
Fidelity Series Small Cap Opportu...1.32%1,101,14154,462,434+515,100+87.89%
Vanguard Small Cap Growth Index F...1.11%926,18245,808,962+3,239+0.35%
Government Pension Fund - Global ...0.97%813,98940,259,896+75,570+10.23%
SPDR S&P Mid Cap 400 ETF Trust0.97%812,47640,185,063+20,732+2.62%

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