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Assurant
AIZ

Overview Fund Activity

483 hedge funds and large institutions have $8.35B invested in Assurant in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 167 increasing their positions, 154 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+66
Holders Change %
+15.83%
% of All Funds
7.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
107
Increased
167
Reduced
154
Closed
33
Calls
$14.6M
Puts
$7.95M
Net Calls
+$6.67M
Net Calls Change
-$1.76M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$307M
2
Prudential Financial
Prudential Financial
New Jersey
$86.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
$29.6M
4
GC
Gillson Capital
Illinois
$27M
5
Barclays
Barclays
United Kingdom
$45.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$318M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$862M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$464M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$246M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGAM
276
iA Global Asset Management
Quebec, Canada
$576K +$396K +2,348 +220%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$574K +$295K +1,752 +106%
CI Investments Inc
278
CI Investments Inc
Ontario, Canada
$568K +$187K +1,109 +49%
VI
279
Versor Investments
New York
$560K -$900K -5,342 -62%
SAM
280
Securian Asset Management
Minnesota
$558K -$67.2K -399 -11%
DI
281
DFPG Investments
Utah
$555K -$7.48K -44 -1%
QWM
282
Quadcap Wealth Management
Texas
$541K +$541K +3,213 New
LSERS
283
Louisiana State Employees Retirement System
Louisiana
$539K -$16.8K -100 -3%
MGP
284
Metis Global Partners
California
$537K -$51.4K -305 -9%
Creative Planning
285
Creative Planning
Kansas
$512K +$512K +3,038 New
SC
286
SRB Corp
Massachusetts
$512K -$49.4K -293 -9%
SC
287
Savant Capital
Illinois
$507K +$24.9K +148 +5%
CAM
288
Cresset Asset Management
Illinois
$505K +$38.9K +231 +8%
CIP
289
Cornerstone Investment Partners
Georgia
$502K +$2.36K +14 +0.5%
UH
290
Unigestion Holding
Switzerland
$497K +$497K +2,947 New
BC
291
Burney Company
Virginia
$477K – – –
NMERB
292
New Mexico Educational Retirement Board
New Mexico
$474K – – –
QCM
293
QRG Capital Management
Illinois
$472K +$88.5K +525 +23%
AWS
294
Atria Wealth Solutions
New York
$470K +$470K +2,787 New
Mercer Global Advisors
295
Mercer Global Advisors
Colorado
$451K +$62.6K +371 +16%
CBNLCF
296
Cognios Beta Neutral Large Cap Fund
Kansas
$442K +$442K +2,621 New
CIM
297
Cambria Investment Management
California
$438K +$438K +2,599 New
GWM
298
GoalFusion Wealth Management
Texas
$438K – – –
AIM
299
Aigen Investment Management
New York
$438K +$438K +2,598 New
CB
300
Commerce Bank
Missouri
$429K -$90.5K -537 -17%
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