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Waddell & Reed Financial Inc (NYSE:WDR)

16.83
Delayed Data
As of Jun 29
 +0.62 / +3.82%
Today’s Change
16.00
Today|||52-Week Range
48.13
-41.28%
Year-to-Date
Institutional investors purchased a net $2.7 million shares of WDR during the quarter ended March 2016 and now own 88.34% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Managers industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders7.34%
Mutual fund holders60.39%
Other institutional27.95%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

4/30/2016EACM ADVISORS LLC  Bought 5.9 Thousand shares of Waddell & Reed Financial ...
5/31/2016MIZUHO ALTERNATIVE INVESTMENTS L...  Bought 3.9 Thousand shares of Waddell & Reed Financial ...
5/31/2016MERIT CAPITAL NV  Bought 1.4 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors13.75%11,201,215239,369,965+5,624,683+100.86%
T. Rowe Price Associates, Inc.9.22%7,515,643160,609,291+493,060+7.02%
The Vanguard Group, Inc.6.88%5,608,292119,849,200+148,617+2.72%
Fidelity Management & Research Co...5.04%4,109,30287,815,784-512,700-11.09%
Herndon Capital Management LLC4.25%3,464,09574,027,710-551,452-13.73%
SSgA Funds Management, Inc.2.95%2,405,53351,406,240+99,456+4.31%
Fisher Asset Management LLC2.34%1,905,36640,717,671-25,346-1.31%
Epoch Investment Partners, Inc.1.47%1,196,39725,567,004+34,053+2.93%
Schroder Investment Management Lt...1.45%1,179,38525,203,457+136,300+13.07%
AJO LP1.32%1,078,01523,037,181-306,223-22.12%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF7.18%5,848,255124,977,20900.00%
Fidelity Small Cap Discovery Fund5.14%4,186,98689,475,89100.00%
T Rowe Price Mid Cap Value Fund4.37%3,558,69076,049,205+787,400+28.41%
Fidelity Small Cap Value Fund2.15%1,750,00037,397,500+485,900+38.44%
Vanguard Small Cap Index Fund2.00%1,630,68634,847,760+15,108+0.94%
Fidelity Series Small Cap Discove...1.96%1,600,00034,192,000+300,000+23.08%
Vanguard Total Stock Market Index...1.90%1,550,34233,130,809+27,989+1.84%
iShares Core S&P Mid Cap ETF1.84%1,496,31131,976,16600.00%
Undiscovered Managers Behavioral ...1.53%1,248,89426,688,865+332,571+36.29%
T Rowe Price Small Cap Stock Fund1.37%1,114,80023,823,276+14,800+1.35%