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Aon
AON

Overview Fund Activity

1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$171M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$140M
3
UIM
USS Investment Management
United Kingdom
+$78.7M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$72.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$518M
2
BlackRock
BlackRock
New York
-$202M
3
First Trust Advisors
First Trust Advisors
Illinois
-$167M
4
Invesco
Invesco
Georgia
-$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
826
IFP Advisors
Florida
$265K +$6.48K +20 +3%
VT
827
Vise Technologies
New York
$264K +$264K +813 New
SFG
828
StrategIQ Financial Group
Indiana
$262K +$324 +1 +0.1%
CIS
829
Connors Investor Services
Pennsylvania
$259K – – –
IA
830
Inspire Advisors
Idaho
$258K – – –
VWM
831
Valley Wealth Managers
New Jersey
$252K +$11.7K +36 +5%
AWA
832
Aaron Wealth Advisors
Illinois
$251K -$3.24K -10 -1%
HT
833
Heritage Trust
Oklahoma
$249K – – –
VVP
834
Venture Visionary Partners
Ohio
$249K -$34.4K -106 -12%
CS
835
Comerica Securities
Michigan
$246K -$8.11K -25 -3%
ACA
836
Aptus Capital Advisors
Alabama
$246K +$246K +760 New
CFGS
837
Concourse Financial Group Securities
Alabama
$246K -$307K -948 -56%
HCM
838
Hollencrest Capital Management
California
$245K – – –
CG
839
Colony Group
Massachusetts
$244K -$7.12K -22 -3%
MWM
840
Maripau Wealth Management
Indiana
$243K +$243K +749 New
SWA
841
Stratos Wealth Advisors
Ohio
$242K +$242K +745 New
NCM
842
New Capital Management
Texas
$240K +$240K +741 New
ECM
843
Evergreen Capital Management
Washington
$240K +$6.48K +20 +3%
PI
844
Putnam Investments
Massachusetts
$240K -$3.24K -10 -1%
CG
845
Clifford Group
Massachusetts
$237K +$14.9K +46 +7%
CIA
846
Choate Investment Advisors
Massachusetts
$237K +$237K +731 New
PC
847
Port Capital
Illinois
$236K -$12.3K -38 -5%
TNA
848
True North Advisors
Texas
$236K – – –
CAG
849
Csenge Advisory Group
Florida
$233K -$110K -340 -32%
HNW
850
High Note Wealth
Minnesota
$233K +$233K +718 New
32 33
34
35 36