Waddell & Reed Financial Inc: Ownership
| Ownership Information |
| Shares Outstanding |
85.00 Mil | | Institutional Ownership (%) | 79.36 | | Top 10 Institutions (%) | 31.10 | | Mutual Fund Ownership (%) | .74 | | 5%/Insider Ownership (%) | 1.13 | | Float (%) | 98.87 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
232 | 67,456,688 | | New Positions | 23 | 0 | | Soldout Positions | 111 | 0 | | Net Position Change | -86 | -9,852,620 | | Buyers | 117 | 7,695,038 | | Sellers | 203 | -17,547,658 |
| advertisement |
|
|
|---|
| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| Vanguard Group, Inc. |
3,613,438 |
339,291 |
10.4 |
16,463,055 |
4.2 |
0.0 |
09-30-09 |
| Wellington Management Company, LLP |
3,375,932 |
1,615,132 |
91.7 |
49,612,968 |
4.0 |
0.0 |
09-30-09 |
| Kornitzer Capital Management Inc. |
2,717,100 |
-29,475 |
-1.1 |
4,874,312 |
3.2 |
3.3 |
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. |
2,276,891 |
-3,700 |
-0.2 |
4,638,364 |
2.7 |
0.0 |
09-30-09 |
| Bank of America Merrill Lynch (US) |
2,252,057 |
-73,166 |
-3.1 |
2,754,891 |
2.6 |
0.1 |
09-30-09 |
| Keeley Asset Management Corp. |
2,106,290 |
-243,570 |
-10.4 |
-2,041,857 |
2.5 |
0.9 |
09-30-09 |
| Fidelity Management & Research |
2,096,700 |
-78,220 |
-3.6 |
2,298,475 |
2.5 |
0.0 |
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 |
| State Street Global Advisors (US) |
1,722,193 |
55,319 |
3.3 |
5,040,924 |
2.0 |
0.0 |
09-30-09 |
| Westfield Capital Management Company, LP |
1,680,750 |
135,075 |
8.7 |
7,057,888 |
2.0 |
0.5 |
09-30-09 |
| Columbia Management Advisors, LLC |
1,626,816 |
40,417 |
2.5 |
4,449,573 |
1.9 |
0.0 |
09-30-09 |
| Fisher Investments |
1,459,155 |
29,270 |
2.0 |
3,882,366 |
1.7 |
0.1 |
12-31-09 |
| Wasatch Advisors, Inc. |
1,433,184 |
27,709 |
2.0 |
3,711,709 |
1.7 |
1.0 |
09-30-09 |
| Royce & Associates, LLC |
1,392,560 |
3,500 |
0.3 |
3,010,025 |
1.6 |
0.2 |
12-31-09 |
- *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 2/10/2010 8:28 AM Eastern Time