Steve Eisman Recommends Aon and Marsh&McLennan

Steve Eisman recommended Aon (AON) and Marsh & McLennan (MMC) at the Ira Sohn Conference today. He likes them because their share count went down 26% on the average and their per share earnings will be very high when the economy returns to normal. Clearly these are recommendations for the long term. Steve Eisman’s Frontpoint had $15 Million in MMC and it was their 17th largest position. Frontpoint also had $11 Million in AON which was their 22nd largest position.

aon-logo

There were the other hedge fund managers who are way more bullish than Eisman about these two stocks. Here are AON’s largest hedge fund holders:

1. Mason Hawkins – Southeastern Asset Management: $1.2 Billion

2. Boykin Curry – Eagle Capital: $472 Million

3. Ricky Sandler – Eminence Capital: $311 Million

4. Larry Robbins – Glenview: $244 Million

5. John Shapiro – Chieftain Capital: $150 Million

Here are MMC’s largest hedge fund investors:

1. Andreas Halvorsen – Viking Global: $219 Million

2. Ken Griffin – Citadel: $111 Million

3. Ric Dillon – Diamond Hill: $71 Million

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 44 percentage points in 21 months Learn how!

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!