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

Institutional Holders (2016Q3)
Portfolio Summary: 21 Institutional holders with a total value of $72,948,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 277,102 31,992,000 43.86%
2 EAGLE GLOBAL ADVISORS LLC 128,836 14,874,000 20.39%
3 W.G. Shaheen & Associates DBA Whitney & Co 63,670 7,351,000 10.08%
4 World Asset Management Inc 36,741 4,242,000 5.82%
5 SHELTON CAPITAL MANAGEMENT 17,025 2,111,000 2.89%
6 PRIO WEALTH LIMITED PARTNERSHIP 15,205 1,755,000 2.41%
7 PROBITY ADVISORS, INC. 11,263 1,300,000 1.78%
8 Curi Capital, LLC 10,857 1,253,000 1.72%
9 SEIZERT CAPITAL PARTNERS, LLC 10,841 1,252,000 1.72%
10 Boston Common Asset Management, LLC 9,710 1,121,000 1.54%
11 DREMAN VALUE MANAGEMENT, L L C 9,163 1,058,000 1.45%
12 STEWART & PATTEN CO LLC 8,950 1,033,000 1.42%
13 Accuvest Global Advisors 5,950 687,000 0.94%
14 DOWLING & YAHNKE LLC 5,418 626,000 0.86%
15 AUXIER ASSET MANAGEMENT LLC 5,316 614,000 0.84%
16 FLPUTNAM INVESTMENT MANAGEMENT CO 3,967 458,000 0.63%
17 BERKSHIRE ASSET MANAGEMENT LLC/PA 3,794 438,000 0.60%
18 Geneva Advisors, LLC 2,605 301,000 0.41%
19 Barry Investment Advisors, LLC 2,030 234,000 0.32%
20 ROANOKE ASSET MANAGEMENT CORP/ NY 2,000 231,000 0.32%
21 QCI ASSET MANAGEMENT INC/NY 150 17,000 0.02%

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.