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 %
AI
476
Atria Investments
North Carolina
$1.48M -$62.3K -214 -4%
SCM
477
Stevens Capital Management
Pennsylvania
$1.46M +$1.46M +5,017 New
CK
478
Cohen Klingenstein
New York
$1.46M
BFM
479
Boothbay Fund Management
New York
$1.42M -$384K -1,321 -21%
Impax Asset Management Group
480
Impax Asset Management Group
United Kingdom
$1.42M +$211K +725 +17%
NB
481
Nicolet Bankshares
Wisconsin
$1.42M
LNWWM
482
Laird Norton Wetherby Wealth Management
California
$1.4M -$24.7K -85 -2%
NW
483
NewEdge Wealth
Pennsylvania
$1.4M +$352K +1,208 +33%
GBA
484
Garrison Bradford & Associates
New York
$1.4M
CNBT
485
Canandaigua National Bank & Trust
New York
$1.39M -$21.5K -74 -2%
OFG
486
Oxford Financial Group
Indiana
$1.38M
IMCOOI
487
Investment Management Corp of Ontario (IMCO)
Canada
$1.37M +$1.37M +4,696 New
TAMH
488
Taikang Asset Management (HK)
Hong Kong
$1.36M +$668K +2,295 +97%
BPA
489
Beacon Pointe Advisors
California
$1.35M -$185K -637 -12%
EFSCE
490
Enterprise Financial Services Corp (EFSC)
Missouri
$1.34M -$32K -110 -2%
PFBT
491
Parkside Financial Bank & Trust
Missouri
$1.33M -$582 -2 -0%
OTPPB
492
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.33M +$254K +873 +24%
WT
493
Whittier Trust
California
$1.32M -$4.37K -15 -0.3%
NAM
494
NorthCrest Asset Manangement
Minnesota
$1.32M +$291 +1 +0%
RWM
495
Ritholtz Wealth Management
New York
$1.31M -$1.07M -3,662 -45%
COI
496
Connable Office Inc
Michigan
$1.29M -$33.8K -116 -3%
Arrowstreet Capital
497
Arrowstreet Capital
Massachusetts
$1.29M -$305K -1,049 -19%
FTIS
498
First Trust Investment Solutions
Florida
$1.27M +$1.27M +4,375 New
GT
499
Greenleaf Trust
Michigan
$1.27M -$6.98K -24 -0.5%
PCS
500
Personal CFO Solutions
New Jersey
$1.26M -$624K -2,144 -33%