Should You Invest in International Game Technology (IGT), Express Scripts Holding Company (ESRX), and Aon PLC (AON)?

Aon PLC (NYSE:AON) posted a relatively modest gain of 3.3% during the third quarter. During the previous quarter, BloombergSen had initiated a stake in the company, having reported ownership of 535,905 shares as of the end of June and further increased it by 5% between July and September. Among the funds we track, the number of investors bullish on Aon PLC (NYSE:AON) inched up by 3% to 31 during the second quarter. Among these funds, Eagle Capital Management held the most valuable stake in , which was worth $1447.2 millions at the end of the second quarter. On the second spot was First Pacific Advisors LLC which amassed $656.1 millions worth of shares. Moreover, Abrams Bison Investments, Viking Global, and International Value Advisers were also bullish on Aon PLC (NYSE:AON).

Finally, Colliers International Group Inc (NASDAQ:CIGI) was represented in BloombergSen’s equity portfolio by a stake that contained 1.62 million shares at the end of June (up by 50% on the quarter) and which was further increased by 6% to 1.73 million shares during the third quarter. The fund’s conviction in the stock paid off well, as shares of Colliers advanced by 23.2% between July and September. Overall, there were 12 funds from our database bullish on Colliers International at the end of June, up by two over the quarter. BloombergSen was also the largest shareholders of Colliers and was followed by Renaissance Technologies, which amassed a stake valued at $24.6 millions. Arrowstreet Capital, Two Sigma Advisors, and AQR Capital Management also held valuable positions in the company.

Disclosure: none