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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2000
Check here if Amendment [X]; Amendment No. 1
This Amendment (check one only): [X] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Waddell & Reed Financial, Inc.
Address: 6300 Lamar Avenue
Overland Park, KS 66202
Form 13F File Number: 28-7592
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Persons Signing this Report on Behalf of Reporting Manager:
Name: Daniel C. Schulte
Title: Secretary
Phone: (913) 236-2012
Signature, Place and Date of Signing:
/s/ Daniel C. Schulte Overland Park, KS 5/17/00
The securities reported on herein are beneficially owned by one or more open-end
investment companies or other managed accounts which are advised by Waddell &
Reed Investment Management Company ("WRIMCO") or sub-advised by WRIMCO for
Waddell & Reed Asset Managment Company, a non-affiliated company or by managed
accounts advised by Austin, Calvert & Flavin, Inc. ("ACF"), an investment
advisor and wholly owned subsidiary of WRIMCO. WRIMCO is an investment advisory
subsidiary of Waddell & Reed, Inc. ("WRI"). WRI is a broker-dealer and
underwriting subsidiary of Waddell & Reed Financial Services, Inc., a parent
holding company ("WRFSI"). WRFSI is a subsidiary of Waddell & Reed Financial,
Inc., a publicly traded company ("WDR"). WDR, WRFSI and WRI are deemed to have
"investment discretion" over the securities due to their control relationship
with WRIMCO and ACF pursuant to Rule 13f-1(b) of the 1934 Securities Exchange
Act, as amended.
Report Type (check only one):
[X] 13F HOLDINGS. (Check here if all holdings of this reporting manager are
reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all
holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion
are reported by other reporting manager(s).)
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 5
Form 13F Information Table Entry Total 40
Form 13F Information Table Value Total $1,762,401 ($ thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
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No. Form 13F File Number Name
<S> <C> <C>
1 28-7594 Waddell & Reed Financial Services, Inc.
2 28-375 Waddell & Reed, Inc.
3 28-4466 Waddell & Reed Investment Management Company
4 28-371 Waddell & Reed Asset Management Company
5 28-3226 Austin, Calvert & Flavin, Inc.
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3/31/00
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5
FAIR SHARES/
TITLE OF CUSIP MARKET PRINCIPAL
NAME OF ISSUE CLASS NUMBER VALUE AMOUNT SH/PRN
<S> <C> <C> <C> <C> <C>
NAVIGANT CONSULTING INC COM 63935N107 626 56,900 SH
NEON SYS INC COM 640509105 4,421 135,000 SH
NEON SYS INC COM 640509105 9,769 298,300 SH
NET GENESIS CORP COM 64107E107 1,296 30,000 SH
NETCENTIVES INC COM 64108P101 3,019 100,000 SH
NETCENTIVES INC COM 64108P101 0 9 SH
NETOPIA INC COM 64114K104 46,600 647,500 SH
NETIQ CORP COM 64115P102 7,582 113,000 SH
NETIQ CORP COM 64115P102 1 9 SH
NEW FRONTIER MEDIA INC COM 644398109 82 7,000 SH
NEW YORK TIMES CO CL A 650111107 16,171 376,625 SH
NEWMONT MINING CORP COM 651639106 2,257 100,600 SH
NEWS CORP LTD ADR NEW 652487703 6,188 110,000 SH
NEWS CORP LTD ADR NEW 652487703 7 130 SH
NEXTEL COMMUNICATIONS INC CL A 65332V103 206,098 1,390,500 SH
NEXTEL COMMUNICATIONS INC CL A 65332V103 7,470 50,400 SH
NEXTEL PARTNERS INC CL A 65333F107 289 10,000 SH
NEXT LEVEL COMM INC COM 65333U104 7,630 70,000 SH
NIKE INC CL B 654106103 831 20,960 SH
NIPPON TELEG & TEL CORP SPONSORED ADR 654624105 23,644 300,000 SH
NOBLE AFFILIATES INC COM 654894104 22,148 675,000 SH
NOBLE AFFILIATES INC COM 654894104 13,253 403,900 SH
NOKIA CORP SPONSORED ADR 654902204 271,780 1,251,000 SH
NOKIA CORP SPONSORED ADR 654902204 15,816 72,800 SH
NOKIA CORP SPONSORED ADR 654902204 380,717 1,752,436 SH
NORTHROP GRUMMAN CORP COM 666807102 9,472 178,925 SH
NOVA CORP GA COM 669784100 17,475 600,000 SH
NOVA CORP GA COM 669784100 55 1,900 SH
NSTAR COM 67019E107 310 7,383 SH
NSTAR COM 67019E107 115 2,730 SH
ODS NETWORKS INC COM 67082N109 840 35,000 SH
OTG SOFTWARE INC COM 671059103 2,014 50,000 SH
OFFICIAL PMTS CORP COM 676235104 12,563 300,000 SH
OFFICIAL PMTS CORP COM 676235104 946 22,600 SH
ORACLE CORP COM 68389X105 455,532 5,842,500 SH
ORACLE CORP COM 68389X105 35,382 453,800 SH
ORACLE CORP COM 68389X105 117,492 1,506,910 SH
O REILLY AUTOMOTIVE INC COM 686091109 21,394 1,488,300 SH
O REILLY AUTOMOTIVE INC COM 686091109 10,678 742,800 SH
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3/31/00
ITEM 1 ITEM 6 ITEM 7 ITEM 8
MANAGERS VOTING AUTHORITY
PUT/ INVESTMENT SEE (SHARES)
NAME OF ISSUE CALL DISCRETION INSTR V (A) SOLE (B) SHARED (C) NONE
<S> <C> <C> <C> <C> <C> <C>
NAVIGANT CONSULTING INC DEFINED 1,2,3,4 56,900
NEON SYS INC DEFINED 1,2,3 135,000
NEON SYS INC DEFINED 1,2,3,4 298,300
NET GENESIS CORP DEFINED 1,2,3 30,000
NETCENTIVES INC DEFINED 1,2,3 100,000
NETCENTIVES INC DEFINED 1,2,3,5 9
NETOPIA INC DEFINED 1,2,3 647,500
NETIQ CORP DEFINED 1,2,3 113,000
NETIQ CORP DEFINED 1,2,3,5 9
NEW FRONTIER MEDIA INC DEFINED 1,2,3,4 7,000
NEW YORK TIMES CO DEFINED 1,2,3,5 376,625
NEWMONT MINING CORP DEFINED 1,2,3 100,600
NEWS CORP LTD DEFINED 1,2,3 110,000
NEWS CORP LTD DEFINED 1,2,3,5 130
NEXTEL COMMUNICATIONS INC DEFINED 1,2,3 1,390,500
NEXTEL COMMUNICATIONS INC DEFINED 1,2,3,4 50,400
NEXTEL PARTNERS INC DEFINED 1,2,3 10,000
NEXT LEVEL COMM INC DEFINED 1,2,3 70,000
NIKE INC DEFINED 1,2,3,5 20,960
NIPPON TELEG & TEL CORP DEFINED 1,2,3 300,000
NOBLE AFFILIATES INC DEFINED 1,2,3 675,000
NOBLE AFFILIATES INC DEFINED 1,2,3,4 403,900
NOKIA CORP DEFINED 1,2,3 1,251,000
NOKIA CORP DEFINED 1,2,3,4 72,800
NOKIA CORP DEFINED 1,2,3,5 1,752,436
NORTHROP GRUMMAN CORP DEFINED 1,2,3,5 178,925
NOVA CORP GA DEFINED 1,2,3 600,000
NOVA CORP GA DEFINED 1,2,3,4 1,900
NSTAR DEFINED 1,2,3,4 7,383
NSTAR DEFINED 1,2,3,5 2,730
ODS NETWORKS INC DEFINED 1,2,3,5 35,000
OTG SOFTWARE INC DEFINED 1,2,3 50,000
OFFICIAL PMTS CORP DEFINED 1,2,3 300,000
OFFICIAL PMTS CORP DEFINED 1,2,3,4 22,600
ORACLE CORP DEFINED 1,2,3 5,842,500
ORACLE CORP DEFINED 1,2,3,4 453,800
ORACLE CORP DEFINED 1,2,3,5 1,506,910
O REILLY AUTOMOTIVE INC DEFINED 1,2,3 1,488,300
O REILLY AUTOMOTIVE INC DEFINED 1,2,3,4 742,800
</TABLE>
1
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3/31/00
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5
FAIR SHARES/
TITLE OF CUSIP MARKET PRINCIPAL
NAME OF ISSUE CLASS NUMBER VALUE AMOUNT SH/PRN
<S> <C> <C> <C> <C> <C>
OXFORD HEALTH PLANS INC COM 691471106 30,438 2,000,000 SH
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1,762,401 21,204,917
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3/31/00
ITEM 1 ITEM 6 ITEM 7 ITEM 8
MANAGERS VOTING AUTHORITY
PUT/ INVESTMENT SEE (SHARES)
NAME OF ISSUE CALL DISCRETION INSTR V (A) SOLE (B) SHARED (C) NONE
<S> <C> <C> <C> <C> <C> <C>
OXFORD HEALTH PLANS INC DEFINED 1,2,3 2,000,000
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