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.

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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

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