We are live on ! Find out more

857 hedge funds and large institutions have $47B invested in Aon in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 304 increasing their positions, 288 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 52

126% more call options, than puts

Call options by funds: $179M | Put options by funds: $79.2M

7% more funds holding

Funds holding: 803857 (+54)

2.25% more ownership

Funds ownership: 95.22%97.47% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 288

3% more capital invested

Capital invested by funds: $45.5B → $47B (+$1.5B)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

Holders
857
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
15.17%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.5%
New
119
Increased
304
Reduced
288
Closed
52
Calls
$179M
Puts
$79.2M
Net Calls
+$100M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
376
Harris Associates
Illinois
$2.21M -$41.9K -205 -2%
RJFSA
377
Raymond James Financial Services Advisors
Florida
$2.2M +$368K +1,804 +21%
RIL
378
Rothschild Investment LLC
Illinois
$2.2M +$2.13M +10,431 New
W
379
WealthStone
Ohio
$2.19M -$817 -4 -0%
KAS
380
Kemnay Advisory Services
New York
$2.16M +$2.08M +10,204 New
HWA
381
Heritage Wealth Advisors
Virginia
$2.13M +$1.96M +9,598 +1,920%
LOPW
382
Live Oak Private Wealth
North Carolina
$2.11M +$116K +568 +6%
MFG
383
MidWestOne Financial Group
Iowa
$2.02M
LCH
384
Lee Capital Holdings
New York
$2.01M +$1.94M +9,515 New
AWM
385
Avitas Wealth Management
California
$2M +$38.8K +190 +2%
HNB
386
Huntington National Bank
Ohio
$1.97M -$68.4K -335 -3%
SA
387
SRN Advisors
Pennsylvania
$1.95M +$1.93M +9,437 New
ACA
388
Anchor Capital Advisors
Massachusetts
$1.95M -$4.08K -20 -0.2%
GG
389
Gofen & Glossberg
Illinois
$1.95M
Cerity Partners
390
Cerity Partners
New York
$1.94M +$58.6K +287 +3%
LIA
391
LS Investment Advisors
Michigan
$1.93M +$21K +103 +1%
AP
392
Advisor Partners
California
$1.92M -$46.5K -228 -2%
OCM
393
Olstein Capital Management
New York
$1.9M
MJB
394
Mark J. Bradley
$1.85M +$1.79M +8,750 New
Jane Street
395
Jane Street
New York
$1.81M +$862K +4,220 +97%
GCC
396
Game Creek Capital
Massachusetts
$1.8M -$740K -3,625 -30%
IRF
397
IBM Retirement Fund
New York
$1.8M +$68.6K +336 +4%
ACM
398
Ativo Capital Management
Illinois
$1.76M -$248K -1,215 -13%
SC
399
Savant Capital
Illinois
$1.74M -$94.9K -465 -5%
PAS
400
Park Avenue Securities
New York
$1.74M +$446K +2,185 +36%