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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
AWE
651
Avidian Wealth Enterprises
Texas
$299K +$612 +3 +0.2%
CG
652
Caprock Group
Idaho
$299K +$25.9K +127 +10%
JWA
653
JFS Wealth Advisors
Pennsylvania
$297K +$10.6K +52 +4%
FMLI
654
Fukoku Mutual Life Insurance
Japan
$296K -$102K -500 -26%
VFA
655
Valeo Financial Advisors
Indiana
$293K +$1.23K +6 +0.4%
MCM
656
Mattern Capital Management
Colorado
$288K
NOI
657
Newton One Investments
Delaware
$282K +$273K +1,335 New
AO
658
Advisor OS
Illinois
$281K -$45.3K -222 -14%
NIM
659
Northeast Investment Management
Massachusetts
$281K
EH
660
Equitable Holdings
New York
$281K +$2.25K +11 +0.8%
MCIA
661
Mountain Capital Investment Advisors
Colorado
$281K +$18.4K +90 +7%
FI
662
FormulaFolio Investments
Michigan
$280K +$271K +1,326 New
TMAM
663
Tokio Marine Asset Management
Japan
$276K +$10K +49 +4%
CS
664
Capital Square
Tennessee
$276K +$267K +1,310 New
SBSB
665
Sullivan, Bruyette, Speros & Blaney
Virginia
$273K +$2.04K +10 +0.8%
MAM
666
Meeder Asset Management
Ohio
$273K +$84.7K +415 +47%
T
667
TRUADVICE
Florida
$270K +$43.1K +211 +19%
TCM
668
Tran Capital Management
California
$269K
BCI
669
Brinker Capital Investments
Pennsylvania
$266K -$8.63M -42,253 -97%
CCA
670
Covey Capital Advisors
Georgia
$266K
RFN
671
RDA Financial Network
Iowa
$264K
CIA
672
Choate Investment Advisors
Massachusetts
$264K +$40.8K +200 +19%
WP
673
WMS Partners
Maryland
$264K +$255K +1,249 New
TNBTD
674
Trustmark National Bank Trust Department
Mississippi
$259K -$14.3K -70 -5%
HA
675
HC Advisors
Georgia
$252K