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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.61B -$69.9M -225,735 -1%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$4.9B -$52.5M -169,495 -1%
BlackRock
3
BlackRock
New York
$4.4B +$65.1M +210,313 +2%
Capital World Investors
4
Capital World Investors
California
$3.03B -$86.3M -278,744 -3%
State Street
5
State Street
Massachusetts
$2.58B -$138M -444,479 -5%
Capital International Investors
6
Capital International Investors
California
$1.81B -$13.5M -43,685 -0.8%
Morgan Stanley
7
Morgan Stanley
New York
$1.76B +$1.04B +3,356,519 +151%
WCM Investment Management
8
WCM Investment Management
California
$1.58B -$33.4M -107,790 -2%
Mawer Investment Management
9
Mawer Investment Management
Alberta, Canada
$1.55B -$64.7M -208,900 -4%
Berkshire Hathaway
10
Berkshire Hathaway
Nebraska
$1.37B -$18.9M -61,000 -1%
Lazard Asset Management
11
Lazard Asset Management
New York
$1.32B -$184M -596,019 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.14B -$124M -399,481 -10%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$802M -$34.8M -112,474 -4%
Bank of America
14
Bank of America
North Carolina
$781M +$54.4M +175,800 +8%
Northern Trust
15
Northern Trust
Illinois
$768M -$9.63M -31,123 -1%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$721M +$708M +2,287,054 New
GQG Partners
17
GQG Partners
Florida
$705M +$11.3M +36,505 +2%
IFP
18
Independent Franchise Partners
United Kingdom
$642M -$2.44M -7,879 -0.4%
Eagle Capital Management (New York)
19
Eagle Capital Management (New York)
New York
$606M -$125M -404,639 -17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$592M -$11M -35,678 -2%
LP
21
Longview Partners
Guernsey
$581M +$32.5M +105,033 +6%
SGA
22
Sustainable Growth Advisers
Connecticut
$566M +$164M +529,294 +42%
Boston Partners
23
Boston Partners
Massachusetts
$483M +$152M +489,752 +47%
Legal & General Group
24
Legal & General Group
United Kingdom
$457M +$8.66M +27,968 +2%
Invesco
25
Invesco
Georgia
$438M -$50.7M -163,658 -11%