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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
EH
626
Equitable Holdings
New York
$272K -$5.99K -30 -2%
PIA
627
Pinion Investment Advisors
Kansas
$270K
CG
628
Caprock Group
Idaho
$267K +$258K +1,293 New
TNBTD
629
Trustmark National Bank Trust Department
Mississippi
$267K +$259K +1,296 New
VPIM
630
Vanguard Personalized Indexing Management
California
$265K +$257K +1,286 New
SBSB
631
Sullivan, Bruyette, Speros & Blaney
Virginia
$264K -$10.4K -52 -4%
TCM
632
Tran Capital Management
California
$262K
TMAM
633
Tokio Marine Asset Management
Japan
$260K +$12.8K +64 +5%
CCA
634
Covey Capital Advisors
Georgia
$260K +$251K +1,259 New
SIM
635
Sadoff Investment Management
Wisconsin
$258K -$41.7K -209 -14%
RFN
636
RDA Financial Network
Iowa
$258K
WS
637
Wedbush Securities
California
$254K +$18.4K +92 +8%
WMC
638
Westwood Management Corporation
Illinois
$248K -$160K -800 -40%
LW
639
Linscomb Wealth
Texas
$246K -$141K -707 -37%
HA
640
HC Advisors
Georgia
$246K
TAM
641
Trust Asset Management
Texas
$244K +$236K +1,182 New
BW
642
Bison Wealth
Georgia
$243K
FCI
643
Financial Counselors Inc
Kansas
$241K -$22.8K -114 -9%
SFSIG
644
San Francisco Sentry Investment Group
California
$241K
BL
645
BFSG LLC
California
$239K +$231K +1,157 New
PWPS
646
Pinnacle Wealth Planning Services
Ohio
$237K +$229K +1,145 New
HIA
647
Harbor Investment Advisory
Maryland
$235K +$7.19K +36 +3%
GRP
648
Global Retirement Partners
California
$234K
QC
649
QCM Cayman
Texas
$233K +$225K +1,127 New
APA
650
American Portfolios Advisors
New York
$233K -$100K -503 -31%