1,054 hedge funds and large institutions have $51.5B invested in Aon in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 339 increasing their positions, 400 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+17
Holders Change %
+1.64%
% of All Funds
15.45%
Holding in Top 10
26
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-29.73%
% of All Funds
0.38%
New
121
Increased
339
Reduced
400
Closed
88
Calls
$173M
Puts
$221M
Net Calls
-$48.2M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
351
Capital Planning Advisors
California
$3.45M +$22.7K +78 +0.7%
AIM
352
Achmea Investment Management
Netherlands
$3.45M -$3.05M -10,475 -47%
CWM
353
Circle Wealth Management
New Jersey
$3.43M -$3.7M -12,710 -52%
CC
354
Centiva Capital
New York
$3.41M +$2.56M +8,799 +302%
AAM
355
AR Asset Management
California
$3.38M
DTL
356
Dynamic Technology Lab
Singapore
$3.38M +$2.23M +7,647 +193%
CGH
357
Crossmark Global Holdings
Texas
$3.37M +$22.1K +76 +0.7%
Envestnet Portfolio Solutions
358
Envestnet Portfolio Solutions
Illinois
$3.34M -$490K -1,685 -13%
CTA
359
Chesley Taft & Associates
Illinois
$3.34M -$12.5K -43 -0.4%
IMRF
360
Illinois Municipal Retirement Fund
Illinois
$3.32M
RIL
361
Rothschild Investment LLC
Illinois
$3.31M -$6.4K -22 -0.2%
OAM
362
Ostrum Asset Management
France
$3.31M +$1.33M +4,585 +68%
AHC
363
Anderson Hoagland & Co
Missouri
$3.29M -$15K -50 -0.5%
BFG
364
Bleakley Financial Group
New Jersey
$3.26M +$38.7K +133 +1%
AA
365
ALPS Advisors
Colorado
$3.26M +$16.6K +57 +0.5%
SS
366
Simplicity Solutions
Minnesota
$3.25M +$33.8K +116 +1%
DT
367
Diversified Trust
Tennessee
$3.22M -$2.47M -8,502 -43%
CAN
368
Cetera Advisor Networks
California
$3.21M -$753K -2,587 -19%
OTL
369
Oak Thistle LLC
New York
$3.2M +$3.2M +11,006 New
SCM
370
Seascape Capital Management
New Hampshire
$3.19M +$108K +370 +3%
Thrivent Financial for Lutherans
371
Thrivent Financial for Lutherans
Minnesota
$3.19M +$178K +613 +6%
VHAM
372
Van Hulzen Asset Management
California
$3.14M
Mercer Global Advisors
373
Mercer Global Advisors
Colorado
$3.13M +$244K +837 +8%
WANY
374
Wealthspire Advisors (New York)
New York
$3.13M +$242K +831 +8%
NMERB
375
New Mexico Educational Retirement Board
New Mexico
$3.1M