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AETNA INC NEW
AETNA INC NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 18 Institutional holders with a total value of $37,006,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EAGLE GLOBAL ADVISORS LLC 167,542 13,571,000 36.67%
2 World Asset Management Inc 53,316 4,319,000 11.67%
3 W.G. Shaheen & Associates DBA Whitney & Co 50,800 4,115,000 11.12%
4 Convergence Investment Partners, LLC 37,023 2,999,000 8.10%
5 STRATEGY ASSET MANAGERS LLC 32,935 2,668,000 7.21%
6 Boston Common Asset Management, LLC 18,703 1,515,000 4.09%
7 PRIO WEALTH LIMITED PARTNERSHIP 14,980 1,213,000 3.28%
8 Cognios Capital, LLC 14,386 1,164,000 3.15%
9 Cetera Advisor Networks LLC 13,428 1,086,000 2.93%
10 STEWART & PATTEN CO LLC 11,100 899,000 2.43%
11 BURNHAM ASSET MANAGEMENT CORP /NY/ 10,000 810,000 2.19%
12 TRAIN BABCOCK ADVISORS LLC 8,000 648,000 1.75%
13 DREMAN VALUE MANAGEMENT, L L C 6,321 512,000 1.38%
14 DT Investment Partners, LLC 5,500 445,000 1.20%
15 AUXIER ASSET MANAGEMENT LLC 5,239 424,000 1.15%
16 BERKSHIRE ASSET MANAGEMENT LLC/PA 4,549 368,000 0.99%
17 Bollard Group LLC 2,000 162,000 0.44%
18 JAMES INVESTMENT RESEARCH, INC. 1,090 88,000 0.24%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.