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ATHENA HEALTH INC.
ATHENA HEALTH INC.. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 246 Institutional holders with a total value of $5,957,231,256.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Aris Wealth Services, Inc. 9 1,000 0.00%
2 ZIONS BANCORPORATION 7 1,000 0.00%
3 ENTERPRISE FINANCIAL SERVICES CORP 7 1,000 0.00%
4 WEALTHCARE CAPITAL MANAGEMENT LLC 44 5,000 0.00%
5 Ledyard National Bank 38 5,000 0.00%
6 MSI Financial Services Inc 49 6,000 0.00%
7 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 70 8,000 0.00%
8 Advisory Services Network, LLC 66 8,000 0.00%
9 BENJAMIN F. EDWARDS & COMPANY, INC. 81 10,000 0.00%
10 First Horizon Advisors, Inc. 97 11,000 0.00%
11 UBS Group AG 100 12,000 0.00% Put
12 Sandy Spring Bank 100 12,000 0.00%
13 Index Management Solutions, LLC 112 13,000 0.00%
14 Simplicity Solutions, LLC 114 13,610 0.00%
15 WealthTrust-Arizona, LLC 115 14,000 0.00%
16 WOLVERINE ASSET MANAGEMENT LLC 7 14,000 0.00% Call
17 Creative Planning 125 15,000 0.00%
18 Zurcher Kantonalbank (Zurich Cantonalbank) 147 18,000 0.00%
19 AMERICAN NATIONAL BANK & TRUST 173 21,000 0.00%
20 Financial Architects, Inc 200 24,000 0.00%
21 PITTENGER & ANDERSON INC 200 24,000 0.00%
22 JFS WEALTH ADVISORS, LLC 233 28,000 0.00%
23 Tradewinds Capital Management, LLC 300 36,000 0.00%
24 BANK OF MONTREAL /CAN/ 376 44,000 0.00%
25 TOMPKINS FINANCIAL CORP 397 47,000 0.00%
26 Tortoise Investment Management, LLC 400 48,000 0.00%
27 BROWN BROTHERS HARRIMAN & CO 400 48,000 0.00%
28 ADIRONDACK TRUST CO 425 51,000 0.00%
29 Cupps Capital Management, LLC 435 51,000 0.00%
30 PARSONS CAPITAL MANAGEMENT INC/RI 500 60,000 0.00%
31 Plante Moran Financial Advisors, LLC 529 63,000 0.00%
32 Hanson & Doremus Investment Management 600 72,000 0.00%
33 SOLARIS ASSET MANAGEMENT LLC 600 72,000 0.00%
34 LADENBURG THALMANN FINANCIAL SERVICES INC. 619 74,000 0.00%
35 UBS Group AG 700 84,000 0.00%
36 FIFTH THIRD BANCORP 749 89,000 0.00%
37 BESSEMER GROUP INC 825 99,000 0.00%
38 BNP PARIBAS FINANCIAL MARKETS 836 99,810 0.00%
39 AMERICAN INTERNATIONAL GROUP, INC. 882 105,302 0.00%
40 Winslow, Evans & Crocker, Inc. 1,000 119,390 0.00%
41 FineMark National Bank & Trust 1,023 122,000 0.00%
42 PANAGORA ASSET MANAGEMENT INC 1,036 124,000 0.00%
43 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,072 128,000 0.00%
44 Legal & General Group Plc 1,159 138,000 0.00%
45 UBS Group AG 1,300 155,000 0.00% Call
46 Twin Tree Management, LP 1,332 159,000 0.00%
47 SEVEN EIGHT CAPITAL, LP 1,400 167,000 0.00%
48 Quantbot Technologies LP 1,414 168,000 0.00%
49 Twin Tree Management, LP 1,500 179,000 0.00% Call
50 Independent Portfolio Consultants, Inc. 1,600 191,000 0.00%
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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.