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

Institutional Holders (2014Q4)
Portfolio Summary: 20 Institutional holders with a total value of $55,287,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 206,869 18,377,000 33.24%
2 EAGLE GLOBAL ADVISORS LLC 165,503 14,702,000 26.59%
3 W.G. Shaheen & Associates DBA Whitney & Co 54,050 4,801,000 8.68%
4 World Asset Management Inc 43,943 3,904,000 7.06%
5 Convergence Investment Partners, LLC 37,037 3,290,000 5.95%
6 Boston Common Asset Management, LLC 15,368 1,365,000 2.47%
7 PRIO WEALTH LIMITED PARTNERSHIP 14,980 1,330,000 2.41%
8 Pergamon Offshore Advisors, L.P. 14,558 1,293,000 2.34%
9 Cetera Advisor Networks LLC 13,290 1,183,000 2.14%
10 STEWART & PATTEN CO LLC 10,800 959,000 1.73%
11 BURNHAM ASSET MANAGEMENT CORP /NY/ 10,000 888,000 1.61%
12 TRAIN BABCOCK ADVISORS LLC 8,000 711,000 1.29%
13 DREMAN VALUE MANAGEMENT, L L C 6,004 533,000 0.96%
14 AUXIER ASSET MANAGEMENT LLC 5,314 472,000 0.85%
15 Financial Sense Advisors, Inc. 4,702 418,000 0.76%
16 BERKSHIRE ASSET MANAGEMENT LLC/PA 4,549 404,000 0.73%
17 REYNOLDS CAPITAL MANAGEMENT LLC 3,800 338,000 0.61%
18 Bollard Group LLC 2,000 178,000 0.32%
19 Leisure Capital Management 900 80,000 0.14%
20 Karp Capital Management Corp 690 61,000 0.11%

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.