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Aetna Inc /pa/ Historical SEC 13F Holdings & Archive (Q3 2017)
Aetna Inc /pa/CIK: 0001122304
Concentrated strategySector-focusedQuality / disciplined sizing
Total reported value
$35.3M
Reporting period: 2017-09-30 · Number of holdings: 5
AETNA INC /PA/ disclosed 5 holdings in its latest 13F filing for the period ending 2017-09-30, with total reported value of $35.3M and a quarterly turnover rate of 32.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 32.02
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 10
- Sizing Uniformity
- 91.19
Aetna Inc /pa/'s disclosed holdings carry a Herfindahl concentration index of 0.324 — mathematically equivalent to about 3 equally-sized positions, close to its 5 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.88), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 34% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd UPS
0.0% $938.0K
Add ADP
0.0% $764.0K
Add UTXZ
0.0% -$557.0K
Add NDAQ
0.0% $21.0K
Add PRU
0.0% -$5.0K
Sold out QCOM
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | Stock-Tech | 34.48% | +8.93% | — | |
| 2 | UPS | United Parcel Service-cl B | Stock-Industrials | 33.59% | +9.14% | — | |
| 3 | UTXZ | United Tech CORP | Stock-Other | 30.39% | +5.12% | — | |
| 4 | PRU | Prudential Financial Inc | Stock-Financials | 0.81% | +0.16% | — | |
| 5 | NDAQ | Nasdaq Inc | Stock-Financials | 0.73% | +0.20% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Aetna Inc /pa/'s most significant position changes for 2017-09-30: Sold out: Qualcomm Inc (QCOM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | +9.1% | — | Unchanged |
| 2 | ADP | Automatic Data Processing | +8.9% | — | Unchanged |
| 3 | UTXZ | United Tech CORP | +5.1% | — | Unchanged |
| 4 | NDAQ | Nasdaq Inc | +0.2% | — | Unchanged |
| 5 | PRU | Prudential Financial Inc | +0.2% | — | Unchanged |
| 6 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Aetna Inc /pa/ and what type of investor is it?
Aetna Inc /pa/ is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-09-30), the firm manages a tracked equity portfolio valued at approximately $35.3M, spread across 5 disclosed positions.
What are Aetna Inc /pa/'s largest equity positions?
Based on the latest 13F filing, Aetna Inc /pa/'s top holdings by market value are:
1. Automatic Data Processing (ADP) — $12.2M (34.5%)
2. United Parcel Service-cl B (UPS) — $11.9M (33.6%)
3. United Tech CORP (UTXZ) — $10.7M (30.4%)
4. Prudential Financial Inc (PRU) — $285.0K (0.8%)
5. Nasdaq Inc (NDAQ) — $259.0K (0.7%)
What changes did Aetna Inc /pa/ make in its most recent portfolio filing?
In the latest quarter, Aetna Inc /pa/ took a more defensive posture — trimming 0 positions and completely exiting 1 holdings. The largest of these moves: Sold out: Qualcomm Inc (QCOM)
What sectors does Aetna Inc /pa/ focus on?
Aetna Inc /pa/ is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 100.0%
Investment Profile
Aetna Inc /pa/'s portfolio is concentrated and moderately active, with 100.0% of the portfolio concentrated in Industrials.
Its turnover score has risen from 0 to 32 over the past 3 quarters — a shift toward more active trading.
It has added to its UPS position for two straight quarters, increasing it by $1.3M to reach $11.9M.
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Developer Access
Access Aetna Inc /pa/'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/aetna-inc-paCLI
npx alphasmo institutions get aetna-inc-pa