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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
IA
676
IFP Advisors
Florida
$251K +$80.8K +396 +48%
MC
677
Maverick Capital
Texas
$249K +$241K +1,178 New
CLOS
678
Compagnie Lombard Odier SCmA
Switzerland
$249K +$241K +1,180 New
RCAG
679
Rehmann Capital Advisory Group
Michigan
$248K +$40.2K +197 +20%
SFSIG
680
San Francisco Sentry Investment Group
California
$247K
BL
681
BFSG LLC
California
$244K
OAM
682
Oppenheimer Asset Management
New York
$243K +$7.35K +36 +3%
HIA
683
Harbor Investment Advisory
Maryland
$241K
GRP
684
Global Retirement Partners
California
$239K
APA
685
American Portfolios Advisors
New York
$238K -$408 -2 -0.2%
AC
686
Annandale Capital
Texas
$237K +$229K +1,123 New
BHC
687
Bowen Hanes & Co
Florida
$235K
HS
688
Haafor (Singapore)
Singapore
$235K +$227K +1,112 New
AAM
689
Advisors Asset Management
Colorado
$233K -$49.8K -244 -18%
FCI
690
Financial Counselors Inc
Kansas
$232K -$13.7K -67 -6%
NRS
691
Neville Rodie & Shaw
New York
$232K
TI
692
Tidal Investments
Wisconsin
$229K +$221K +1,083 New
HT
693
Heritage Trust
Oklahoma
$227K -$2.86K -14 -1%
HI
694
Hudock Inc
Pennsylvania
$227K -$2.25K -11 -1%
CST
695
Charles Schwab Trust
Nevada
$226K +$219K +1,071 New
VWA
696
V Wealth Advisors
Kansas
$224K +$217K +1,062 New
QI
697
Qtron Investments
Massachusetts
$221K -$146K -715 -41%
AAS
698
Avantax Advisory Services
Texas
$221K -$109K -536 -34%
MLFP
699
MPS Loria Financial Planners
Illinois
$221K +$16.7K +82 +8%
LW
700
Linscomb Wealth
Texas
$219K -$31.8K -156 -13%