AON icon

Aon
AON

Overview Fund Activity

1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$171M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$140M
3
UIM
USS Investment Management
United Kingdom
+$78.7M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$72.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$518M
2
BlackRock
BlackRock
New York
-$202M
3
First Trust Advisors
First Trust Advisors
Illinois
-$167M
4
Invesco
Invesco
Georgia
-$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEC
576
Seven Eight Capital
New York
$866K -$398K -1,227 -31%
AIA
577
Alera Investment Advisors
Illinois
$865K +$20.1K +62 +2%
QCG
578
Quadrant Capital Group
Ohio
$859K +$17.2K +53 +2%
CCA
579
Checchi Capital Advisers
California
$856K -$162K -500 -16%
TSWM
580
Tyler-Stone Wealth Management
Ohio
$849K – – –
EP
581
Edgestream Partners
New Jersey
$844K +$844K +2,603 New
BC
582
Bartlett & Co
Ohio
$843K – – –
BCWM
583
Bartlett & Co Wealth Management
Ohio
$843K – – –
RC
584
Roundview Capital
New Jersey
$842K +$5.51K +17 +0.7%
DADC
585
D.A. Davidson & Co
Montana
$838K +$37.6K +116 +5%
SA
586
SRN Advisors
Pennsylvania
$837K +$16.2K +50 +2%
CC
587
Chicago Capital
Illinois
$835K – – –
PL
588
Perpetual Ltd
Australia
$815K -$660K -2,037 -45%
TFS
589
Thoroughbred Financial Services
Tennessee
$814K +$814K +2,511 New
MGIA
590
Moneta Group Investment Advisors
Missouri
$813K -$30.5K -94 -4%
BSB
591
Bangor Savings Bank
Maine
$812K -$32.4K -100 -4%
HA
592
Harbor Advisors
Florida
$811K – – –
ACM
593
Aquatic Capital Management
Illinois
$804K +$804K +2,480 New
PA
594
Parallel Advisors
California
$793K +$2.27K +7 +0.3%
VFA
595
Valeo Financial Advisors
Indiana
$788K +$126K +390 +19%
CA
596
Cetera Advisors
Colorado
$784K -$49.6K -153 -6%
DAS
597
Dynamic Advisor Solutions
Arizona
$781K +$94.3K +291 +14%
WW
598
Waterfront Wealth
Kansas
$770K +$11K +35 +1%
TAM
599
Trust Asset Management
Texas
$762K – – –
PA
600
Profund Advisors
Maryland
$753K -$41.5K -128 -5%
22 23
24
25 26