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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1001
Highline Wealth Partners
California
$1.26K
SCA
1002
Stonebridge Capital Advisors
Minnesota
$1.26K
Capstone Investment Advisors
1003
Capstone Investment Advisors
New York
$1.26K +$1.24K +4 New
TFA
1004
Transamerica Financial Advisors
Florida
$1K
CCMI
1005
Creative Capital Management Investments
California
$631 -$2.17K -7 -78%
FSWA
1006
Financial Synergies Wealth Advisors
Texas
$316
SS
1007
Sunbelt Securities
Texas
$313 +$310 +1 New
JHP
1008
James Hambro & Partners
United Kingdom
-$56.3M -187,520 Closed
Adage Capital Partners
1009
Adage Capital Partners
Massachusetts
-$36.1M -120,369 Closed
E
1010
Ergoteles
New York
-$24.6M -81,845 Closed
PCM
1011
Prana Capital Management
Connecticut
-$23.1M -76,805 Closed
BTCPP
1012
Border to Coast Pensions Partnership
United Kingdom
-$21.3M -70,858 Closed
BA
1013
Bridgewater Associates
Connecticut
-$19.2M -64,078 Closed
Renaissance Technologies
1014
Renaissance Technologies
New York
-$15.5M -51,800 Closed
Capital Fund Management (CFM)
1015
Capital Fund Management (CFM)
France
-$13.5M -45,129 Closed
TC
1016
TwinBeech Capital
New York
-$9.75M -32,477 Closed
SRC
1017
Shufro Rose & Co
New York
-$5.57M -18,000 Closed
Marshall Wace
1018
Marshall Wace
United Kingdom
-$5.08M -16,917 Closed
Tudor Investment Corp
1019
Tudor Investment Corp
Connecticut
-$5.08M -16,414 Closed
OMC
1020
Overbrook Management Corp
New York
-$4.77M -15,905 Closed
MUAMU
1021
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$3.9M -13,000 Closed
MLICM
1022
Metropolitan Life Insurance Company (MetLife)
New York
-$3.49M -11,643 Closed
TCM
1023
Teza Capital Management
Illinois
-$2.81M -9,349 Closed
AAM
1024
Arabesque Asset Management
United Kingdom
-$2.62M -8,719 Closed
DA
1025
Duality Advisers
Florida
-$2.35M -7,834 Closed