WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $499,000 | -57.4% | 17,400 | -48.4% | 0.45% | -59.0% |
| Q3 2015 | $1,172,000 | -3.9% | 33,700 | +37.0% | 1.11% | +1.7% |
| Q2 2015 | $1,219,000 | 0.0% | 24,600 | 0.0% | 1.09% | +2.1% |
| Q1 2015 | $1,219,000 | +372.5% | 24,600 | +392.0% | 1.07% | +340.9% |
| Q3 2014 | $258,000 | -36.6% | 5,000 | -23.1% | 0.24% | -37.9% |
| Q2 2014 | $407,000 | -3.1% | 6,500 | +14.0% | 0.39% | -5.1% |
| Q1 2014 | $420,000 | -20.3% | 5,700 | -29.6% | 0.41% | -20.5% |
| Q4 2013 | $527,000 | +20.3% | 8,100 | -4.7% | 0.52% | +9.8% |
| Q3 2013 | $438,000 | – | 8,500 | – | 0.47% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
| Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
| Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
| Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
| SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
| AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
| Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |