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

Institutional Holders (2016Q4)
Portfolio Summary: 23 Institutional holders with a total value of $59,084,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 158,179 19,616,000 33.20%
2 EAGLE GLOBAL ADVISORS LLC 95,711 11,869,000 20.09%
3 W.G. Shaheen & Associates DBA Whitney & Co 63,550 7,881,000 13.34%
4 World Asset Management Inc 33,996 4,216,000 7.14%
5 J.P. Morgan Private Wealth Advisors LLC 25,198 3,125,000 5.29%
6 SHELTON CAPITAL MANAGEMENT 17,025 2,111,000 3.57%
7 PRIO WEALTH LIMITED PARTNERSHIP 15,205 1,885,000 3.19%
8 PROBITY ADVISORS, INC. 11,062 1,372,000 2.32%
9 Boston Common Asset Management, LLC 9,960 1,235,000 2.09%
10 SEIZERT CAPITAL PARTNERS, LLC 8,538 1,059,000 1.79%
11 DOWLING & YAHNKE LLC 5,825 722,000 1.22%
12 FLPUTNAM INVESTMENT MANAGEMENT CO 5,372 666,000 1.13%
13 STEWART & PATTEN CO LLC 5,350 663,000 1.12%
14 AUXIER ASSET MANAGEMENT LLC 5,316 659,000 1.12%
15 BERKSHIRE ASSET MANAGEMENT LLC/PA 4,033 500,000 0.85%
16 Ken Stern & Associates, Inc. 3,579 444,000 0.75%
17 Accuvest Global Advisors 2,125 264,000 0.45%
18 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,074 257,000 0.43%
19 Barry Investment Advisors, LLC 2,060 255,000 0.43%
20 Regis Management CO LLC 1,722 214,000 0.36%
21 DREMAN VALUE MANAGEMENT, L L C 343 43,000 0.07%
22 QCI ASSET MANAGEMENT INC/NY 150 19,000 0.03%
23 ISTHMUS PARTNERS, LLC 69 9,000 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.