Waddell & Reed Financial Inc: Ownership
| Ownership Information |
| Shares Outstanding |
85.00 Mil | | Institutional Ownership (%) | 78.17 | | Top 10 Institutions (%) | 28.80 | | Mutual Fund Ownership (%) | .78 | | 5%/Insider Ownership (%) | 1.13 | | Float (%) | 98.87 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
235 | 66,448,512 | | New Positions | 30 | 0 | | Soldout Positions | 150 | 0 | | Net Position Change | -121 | -9,818,260 | | Buyers | 120 | 9,506,461 | | Sellers | 241 | -19,324,720 |
| advertisement |
|
|
|---|
| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| Barclays Global Investors, N.A. |
3,491,921 |
99,190 |
2.9 |
30,775,308 |
4.1 |
0.0 |
06-30-09 |
| Vanguard Group, Inc. |
3,274,147 |
326,728 |
11.1 |
33,079,396 |
3.8 |
0.0 |
06-30-09 |
| Kornitzer Capital Management Inc. |
2,717,100 |
-29,475 |
-1.1 |
4,874,312 |
3.2 |
2.1 |
09-30-09 |
| GAMCO Investors, Inc. |
2,497,200 |
-74,000 |
-2.9 |
3,242,796 |
2.9 |
0.4 |
09-30-09 |
| T. Rowe Price Associates, Inc. |
2,280,591 |
-33,600 |
-1.5 |
18,321,754 |
2.7 |
0.0 |
06-30-09 |
| Banc of America Securities Merrill Lynch |
2,252,057 |
-73,166 |
-3.1 |
2,754,891 |
2.6 |
0.1 |
09-30-09 |
| Fidelity Management & Research |
2,174,920 |
-436,480 |
-16.7 |
10,164,642 |
2.5 |
0.0 |
06-30-09 |
| Keeley Asset Management Corp. |
2,106,290 |
-243,570 |
-10.4 |
-2,041,857 |
2.5 |
0.9 |
09-30-09 |
| Frontier Capital Management Company, LLC |
1,913,286 |
129,167 |
7.2 |
7,385,769 |
2.2 |
0.9 |
09-30-09 |
| Wellington Management Company, LLP |
1,760,800 |
596,500 |
51.2 |
25,393,396 |
2.1 |
0.0 |
06-30-09 |
| Vinik Asset Management, L.P. |
1,725,000 |
1,725,000 |
100.0 |
45,488,248 |
2.0 |
0.7 |
06-30-09 |
| Westfield Capital Management Company, LP |
1,680,750 |
135,075 |
8.7 |
7,057,888 |
2.0 |
0.5 |
09-30-09 |
| State Street Global Advisors (US) |
1,666,874 |
41,569 |
2.6 |
14,586,206 |
2.0 |
0.0 |
06-30-09 |
| Columbia Management Advisors, LLC |
1,626,816 |
40,417 |
2.5 |
4,449,573 |
1.9 |
0.0 |
09-30-09 |
| Fisher Investments |
1,429,885 |
71,260 |
5.2 |
4,853,287 |
1.7 |
0.1 |
09-30-09 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
Page generated 11/24/2009 10:12 PM Eastern Time