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Aon
AON

Overview Fund Activity

853 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, 300 increasing their positions, 288 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+54
Holders Change %
+6.76%
% of All Funds
15.13%
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
300
Reduced
288
Closed
52
Calls
$179M
Puts
$79.2M
Net Calls
+$100M
Net Calls Change
+$16.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$246M
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$166M
3
Invesco
Invesco
Georgia
+$146M
4
First Trust Advisors
First Trust Advisors
Illinois
+$137M
5
IFP
Independent Franchise Partners
United Kingdom
+$137M

Top Sellers

1
LP
Longview Partners
Guernsey
-$226M
2
Renaissance Technologies
Renaissance Technologies
New York
-$167M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
4
BlackRock
BlackRock
New York
-$147M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
826
NuWave Investment Management
New Jersey
$5K +$769 +4 +18%
JWM
827
Janiczek Wealth Management
Colorado
$5K +$2K +10 +67%
WWM
828
Wolff Wiese Magana
California
$5K +$5K +22 New
RWA
829
Ropes Wealth Advisors
Massachusetts
$5K +$5K +24 New
LWA
830
Lenox Wealth Advisors
New York
$5K +$5K +24 New
GEA
831
Glen Eagle Advisors
New Jersey
$4.44K – – –
BAM
832
Bellevue Asset Management
Washington
$4K -$200 -1 -5%
HWM
833
HighMark Wealth Management
Minnesota
$4K – – –
AFG
834
Albion Financial Group
Utah
$4K +$4K +17 New
LWCFA
835
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4K +18 New
TIAM2
836
Tru Independence Asset Management 2
Oregon
$4K +$4K +19 New
FBT
837
First Bank & Trust
South Dakota
$3K – – –
ACM
838
AUA Capital Management
Pennsylvania
$3K – – –
LWM
839
Liberty Wealth Management
California
$3K – – –
SA
840
SRH Advisors
Kansas
$3K – – –
GI
841
Gradient Investments
Minnesota
$3K – – –
BWM
842
BerganKDV Wealth Management
Minnesota
$3K – – –
FRA
843
Front Row Advisors
California
$3K – – –
HIM
844
Hillsdale Investment Management
Ontario, Canada
$2K – – –
SFO
845
Standard Family Office
South Dakota
$2K +$2K +10 New
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$1K -$3.57K -25 -78%
Kayne Anderson Rudnick Investment Management
847
Kayne Anderson Rudnick Investment Management
California
$1K – – –
JCM
848
Jacobi Capital Management
Pennsylvania
$1K +$1K +3 New
SSWG
849
Seven Springs Wealth Group
Tennessee
$1K +$1K +3 New
NDSI
850
Newman Dignan & Sheerar Inc
Rhode Island
$447 – – –
32 33
34
35 36