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WELLPOINT INC
WELLPOINT INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 35 Institutional holders with a total value of $168,757,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Geneva Advisors, LLC 437,499 52,334,000 31.01%
2 JAMES INVESTMENT RESEARCH, INC. 216,776 25,931,000 15.37%
3 ARMSTRONG SHAW ASSOCIATES INC/CT 143,178 17,127,000 10.15%
4 EAGLE GLOBAL ADVISORS LLC 69,471 8,310,000 4.92%
5 AUXIER ASSET MANAGEMENT LLC 63,396 7,583,000 4.49%
6 MSF Capital, LLC 60,393 7,224,000 4.28%
7 CATAWBA CAPITAL MANAGEMENT /VA 48,721 5,828,000 3.45%
8 World Asset Management Inc 45,612 5,457,000 3.23%
9 Advisors Capital Management, LLC 33,446 4,001,000 2.37%
10 Clarkston Capital Partners, LLC 29,020 3,471,000 2.06%
11 J.P. Morgan Private Wealth Advisors LLC 28,029 3,352,000 1.99%
12 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 27,985 3,348,000 1.98%
13 NATIONAL INVESTMENT SERVICES INC /WI 27,157 3,249,000 1.93%
14 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 27,000 3,230,000 1.91%
15 Narwhal Capital Management 21,150 2,530,000 1.50%
16 Financial Sense Advisors, Inc. 20,346 2,434,000 1.44%
17 Veritable, L.P. 18,118 2,167,000 1.28%
18 D L CARLSON INVESTMENT GROUP INC 17,680 2,115,000 1.25%
19 SMITH HAYES Advisers, Inc 17,491 2,092,000 1.24%
20 W.G. Shaheen & Associates DBA Whitney & Co 8,500 1,017,000 0.60%
21 Tufton Capital Management 7,800 933,000 0.55%
22 DOWLING & YAHNKE LLC 6,770 810,000 0.48%
23 Constellation Wealth Advisors, LLC 6,267 750,000 0.44%
24 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 6,049 724,000 0.43%
25 REYNOLDS CAPITAL MANAGEMENT LLC 4,600 550,000 0.33%
26 Laird Norton Wetherby Wealth Management, LLC 4,339 519,000 0.31%
27 Regent Investment Management LLC 2,800 335,000 0.20%
28 Cetera Advisor Networks LLC 2,776 332,000 0.20%
29 INVESTMENT MANAGEMENT OF VIRGINIA LLC 2,250 269,000 0.16%
30 MEYER HANDELMAN CO 2,100 251,000 0.15%
31 MONARCH CAPITAL MANAGEMENT INC 1,960 234,000 0.14%
32 Cetera Advisors LLC 1,819 218,000 0.13%
33 QCI ASSET MANAGEMENT INC/NY 147 18,000 0.01%
34 M Holdings Securities, Inc. 16,500 12,000 0.01%
35 Vigilant Capital Management, LLC 13 2,000 0.00%

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.