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857 hedge funds and large institutions have $47B invested in Aon in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 304 increasing their positions, 288 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 52

126% more call options, than puts

Call options by funds: $179M | Put options by funds: $79.2M

7% more funds holding

Funds holding: 803857 (+54)

2.25% more ownership

Funds ownership: 95.22%97.47% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 288

3% more capital invested

Capital invested by funds: $45.5B → $47B (+$1.5B)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

Holders
857
Holders Change
+54
Holders Change %
+6.72%
% of All Funds
15.17%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.5%
New
119
Increased
304
Reduced
288
Closed
52
Calls
$179M
Puts
$79.2M
Net Calls
+$100M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Vigilant Capital Management
Maine
$386K
CGL
602
Clarius Group LLC
Washington
$383K +$50.4K +247 +16%
TB
603
Terril Brothers
Missouri
$380K
FPS
604
Fieldpoint Private Securities
Connecticut
$379K +$29.6K +145 +9%
PMFA
605
Plante Moran Financial Advisors
Michigan
$378K -$196K -961 -35%
APG
606
Abacus Planning Group
South Carolina
$375K +$152K +745 +72%
ASN
607
Advisory Services Network
Georgia
$373K +$242K +1,186 +206%
MGIA
608
Moneta Group Investment Advisors
Missouri
$371K -$13.7K -67 -4%
DAS
609
Dynamic Advisor Solutions
Arizona
$370K +$5.51K +27 +2%
HI
610
Horizon Investments
North Carolina
$369K +$27.2K +133 +8%
GCP
611
GSA Capital Partners
United Kingdom
$363K +$351K +1,717 New
S
612
SimplyRich
California
$361K
CFFP
613
Center for Financial Planning
Michigan
$360K
SIA
614
Strategic Investment Advisors
Michigan
$359K +$23.1K +113 +7%
ACM
615
AlphaCrest Capital Management
New York
$359K +$347K +1,700 New
FBFS
616
First Business Financial Services
Wisconsin
$359K +$347K +1,701 New
SPIA
617
Steward Partners Investment Advisory
New York
$357K -$2.65K -13 -0.8%
BW
618
Bison Wealth
Georgia
$357K +$105K +512 +43%
NCMW
619
Northern Capital Management (Washington)
Washington
$357K +$345K +1,688 New
CIA
620
Capital Investment Advisors
Georgia
$354K
BAM
621
Belpointe Asset Management
Nevada
$353K +$2.45K +12 +0.7%
NL
622
NWAM LLC
Washington
$353K +$342K +1,673 New
SC
623
Saturna Capital
Washington
$352K
JIC
624
Joel Isaacson & Co
New York
$350K
PA
625
Parallel Advisors
California
$349K -$14.5K -71 -4%