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Aon
AON

Overview Fund Activity

725 hedge funds and large institutions have $39.1B invested in Aon in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 218 increasing their positions, 286 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+31
Holders Change %
+4.47%
% of All Funds
15.92%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.7%
New
79
Increased
218
Reduced
286
Closed
42
Calls
$67.1M
Puts
$69.3M
Net Calls
-$2.3M
Net Calls Change
+$30.9M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$83.1M
2
CII
Capital International Inc
California
+$79.7M
3
Capital World Investors
Capital World Investors
California
+$73.4M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$65.5M
5
Capital International Investors
Capital International Investors
California
+$55.7M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$195M
2
Boston Partners
Boston Partners
Massachusetts
-$169M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
4
Lazard Asset Management
Lazard Asset Management
New York
-$97.3M
5
FPA
First Pacific Advisors
California
-$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
501
AssetMark Inc
California
$429K +$18.4K +95 +4%
ECM
502
Evergreen Capital Management
Washington
$423K – – –
WCAMG
503
Woodard & Company Asset Management Group
North Carolina
$420K – – –
WIA
504
Westbourne Investment Advisors
Maryland
$418K -$135K -700 -24%
CQS
505
Credential Qtrade Securities
$416K +$6.97K +36 +2%
RWM
506
Ritholtz Wealth Management
New York
$414K -$7.94K -41 -2%
NAM
507
NorthCoast Asset Management
Connecticut
$412K +$412K +2,131 New
NDSI
508
Newman Dignan & Sheerar Inc
Rhode Island
$410K – – –
IA
509
IFG Advisors
Missouri
$407K +$407K +2,102 New
DADC
510
D.A. Davidson & Co
Montana
$405K -$81K -418 -17%
FT
511
Fiduciary Trust
Massachusetts
$400K +$50.3K +260 +14%
SCM
512
Shelton Capital Management
Colorado
$395K – – –
PI
513
Putnam Investments
Massachusetts
$394K -$15.5K -80 -4%
TIM
514
Thompson Investment Management
Wisconsin
$387K – – –
PA
515
Pinnacle Associates
New York
$387K +$387K +2,000 New
PFM
516
Parsec Financial Management
North Carolina
$384K – – –
AWM
517
Altium Wealth Management
New York
$384K +$7.74K +40 +2%
FBFS
518
First Business Financial Services
Wisconsin
$382K – – –
MSAM
519
Moloney Securities Asset Management
Missouri
$382K +$382K +1,972 New
CAL
520
Capital Analysts LLC
Pennsylvania
$374K -$24.2K -125 -6%
Acadian Asset Management
521
Acadian Asset Management
Massachusetts
$373K +$348K +1,797 +1,382%
CWM
522
Circle Wealth Management
New Jersey
$369K +$387 +2 +0.1%
FMLI
523
Fukoku Mutual Life Insurance
Japan
$368K – – –
DWA
524
Dorsey Wright & Associates
California
$361K -$1.55K -8 -0.4%
HI
525
Horizon Investments
North Carolina
$360K -$487K -2,521 -57%
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