Waddell & Reed Financial Inc (NYSE:WDR)

48.96
Data as of Dec 19
 +1.49 / +3.14%
Today’s Change
42.39
Today|||52-Week Range
76.46
-24.82%
Year-to-Date
Institutional investors purchased a net $1.1 million shares of WDR during the quarter ended September 2014, and now own 86.48% of the total float, a percentage that is typical for companies in the Investment Managers industry.
Individual stakeholders6.70%
Other institutional47.76%
Mutual fund holders38.72%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014FIDELITY MANAGEMENT & RESEARCH C...  Bought 3.6 Million shares of Waddell & Reed Financial ...
9/30/2014CITADEL ADVISORS LLC  Bought 937.2 Thousand shares of Waddell & Reed Financial ...
9/30/2014INVESCO ADVISERS, INC.  Bought 736.2 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%6,305,059303,147,237+3,622,903+135.07%
BlackRock Fund Advisors6.47%5,410,163260,120,637+697,378+14.80%
The Vanguard Group, Inc.6.16%5,154,158247,811,917-89,097-1.70%
Wellington Management Co. LLP4.30%3,598,208173,001,841+379,479+11.79%
Herndon Capital Management LLC3.81%3,183,347153,055,324-135,197-4.07%
SSgA Funds Management, Inc.2.66%2,224,765106,966,701-31,846-1.41%
Fisher Asset Management LLC2.56%2,139,466102,865,525-2,757-0.13%
Citadel Advisors LLC2.52%2,109,122101,406,586+937,201+79.97%
T. Rowe Price Associates, Inc.2.37%1,979,47395,173,062+111,434+5.97%
AJO LP1.99%1,663,55079,983,484-1,125,470-40.35%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Small Cap Index Fund1.69%1,408,98967,744,191+6,646+0.47%
Vanguard Total Stock Market Index...1.60%1,335,03364,188,387+4,160+0.31%
iShares Core S&P Mid Cap ETF1.52%1,273,58461,233,919+112,800+9.72%
Fidelity Small Cap Discovery Fund1.50%1,255,50060,364,440-200,000-13.74%
Fidelity Capital Appreciation Fun...1.43%1,191,23857,274,723+555,969+87.52%
Vanguard Small Cap Growth Index F...1.12%937,00945,051,393+87+0.01%
SPDR S&P Mid Cap 400 ETF Trust0.94%788,47137,909,686+15,299+1.98%
Vanguard Extended Market Index Fu...0.92%771,35537,086,748+71+0.01%
Government Pension Fund - Global ...0.88%738,41935,503,186-16,242-2.15%
Invesco Small Cap Value Fund0.86%717,10034,478,16800.00%

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