WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $228,000 | -0.4% | 4,600 | 0.0% | 0.00% | +50.0% |
| Q4 2014 | $229,000 | -4.6% | 4,600 | -1.1% | 0.00% | -33.3% |
| Q3 2014 | $240,000 | -36.7% | 4,652 | -23.1% | 0.00% | -25.0% |
| Q2 2014 | $379,000 | -15.8% | 6,052 | -0.9% | 0.00% | -33.3% |
| Q1 2014 | $450,000 | +12.2% | 6,108 | -0.9% | 0.01% | +20.0% |
| Q4 2013 | $401,000 | +28.5% | 6,165 | +1.8% | 0.01% | +25.0% |
| Q3 2013 | $312,000 | +18.6% | 6,056 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $263,000 | – | 6,056 | – | 0.00% | – |
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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% |