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 %
AG
426
Ascent Group
Virginia
$2.01M +$119K +383 +6%
ECM
427
Everence Capital Management
Indiana
$1.99M +$378K +1,300 +23%
SC
428
Syon Capital
California
$1.98M +$1.19M +4,105 +152%
GF
429
Gabelli Funds
New York
$1.96M -$349K -1,200 -15%
MCM
430
Mitchell Capital Management
Kansas
$1.96M -$89.3K -307 -4%
Brown Advisory
431
Brown Advisory
Maryland
$1.95M +$171K +587 +10%
YIH
432
Y-Intercept (HK)
Hong Kong
$1.94M -$1.08M -3,719 -36%
TCM
433
Triumph Capital Management
Colorado
$1.94M +$204K +700 +12%
AWM
434
Axxcess Wealth Management
California
$1.91M +$1.73M +5,942 +955%
LI
435
Lafayette Investments
Maryland
$1.91M +$85.9K +295 +5%
Wellington Management Group
436
Wellington Management Group
Massachusetts
$1.89M -$1.04M -3,584 -36%
MYAM
437
Meiji Yasuda Asset Management
Japan
$1.87M +$33.2K +114 +2%
PAG
438
Private Advisor Group
New Jersey
$1.86M +$257K +884 +16%
NA
439
NewEdge Advisors
Louisiana
$1.85M +$123K +420 +7%
IWC
440
Integrated Wealth Concepts
Massachusetts
$1.84M +$294K +1,010 +19%
QCM
441
Quantinno Capital Management
New York
$1.83M +$251K +862 +16%
AA
442
Aire Advisors
California
$1.83M +$2.62K +9 +0.1%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$1.79M -$216K -743 -11%
AIM
444
Aigen Investment Management
New York
$1.78M +$1.78M +6,125 New
AA
445
Ancora Advisors
Ohio
$1.76M -$21.8K -75 -1%
SWM
446
Salvus Wealth Management
New Jersey
$1.73M -$10.2K -35 -0.6%
AssetMark Inc
447
AssetMark Inc
California
$1.73M +$258K +888 +18%
PFM
448
Premier Fund Managers
United Kingdom
$1.73M -$1.38M -4,774 -44%
MWM
449
Mission Wealth Management
California
$1.7M +$16.3K +56 +1%
SEC
450
Seven Eight Capital
New York
$1.67M +$893K +3,070 +115%