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803 hedge funds and large institutions have $45.5B invested in Aon in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 290 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

55% more call options, than puts

Call options by funds: $236M | Put options by funds: $152M

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 258

11% more capital invested

Capital invested by funds: $41.1B → $45.5B (+$4.38B)

7% more funds holding

Funds holding: 751803 (+52)

2.73% more ownership

Funds ownership: 92.49%95.22% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3636 (0)

Holders
803
Holders Change
+52
Holders Change %
+6.92%
% of All Funds
16.2%
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
120
Increased
290
Reduced
258
Closed
65
Calls
$236M
Puts
$152M
Net Calls
+$84.1M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
601
Avantax Advisory Services
Texas
$326K +$97.5K +488 +45%
SIAS
602
Shine Investment Advisory Services
Colorado
$326K +$143K +716 +83%
CGL
603
Clarius Group LLC
Washington
$323K -$18K -90 -5%
CPO
604
Cerity Partners OCIO
New York
$322K +$84.1K +421 +37%
TCM
605
Teza Capital Management
Illinois
$319K -$523K -2,617 -63%
AO
606
Advisor OS
Illinois
$319K +$309K +1,546 New
FT
607
Fiduciary Trust
Massachusetts
$315K -$6.59K -33 -2%
ATC
608
Argent Trust Co
Tennessee
$313K +$9.98K +50 +3%
THWM
609
Taylor Hoffman Wealth Management
Virginia
$309K
MC
610
Moors & Cabot
Massachusetts
$307K +$21.6K +108 +8%
CT
611
Coastline Trust
Rhode Island
$304K
Cetera Investment Advisers
612
Cetera Investment Advisers
Illinois
$303K +$293K +1,467 New
RZH
613
Relyea Zuckerberg Hanson
Connecticut
$296K
PI
614
Putnam Investments
Massachusetts
$291K -$28.4K -142 -9%
AWE
615
Avidian Wealth Enterprises
Texas
$291K +$799 +4 +0.3%
SCA
616
Snowden Capital Advisors
New York
$289K -$411K -2,058 -59%
VFA
617
Valeo Financial Advisors
Indiana
$285K -$19K -95 -6%
CC
618
Courier Capital
New York
$285K
MCM
619
Mattern Capital Management
Colorado
$281K
JWA
620
JFS Wealth Advisors
Pennsylvania
$279K -$59.9K -300 -18%
MCIA
621
Mountain Capital Investment Advisors
Colorado
$279K +$260K +1,302 New
AAM
622
Advisors Asset Management
Colorado
$278K -$29.6K -148 -10%
CG
623
Colony Group
Massachusetts
$276K +$23.8K +119 +10%
NIM
624
Northeast Investment Management
Massachusetts
$275K +$266K +1,332 New
AAM
625
Auxier Asset Management
Oregon
$274K +$265K +1,327 New