We are live on ! Find out more
AIZ icon

Assurant

382 hedge funds and large institutions have $6.84B invested in Assurant in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 165 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

16% more capital invested

Capital invested by funds: $5.89B → $6.84B (+$954M)

3% more funds holding

Funds holding: 372382 (+10)

1.09% less ownership

Funds ownership: 95.61%94.52% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 165

80% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $61.8M

Holders
382
Holders Change
+10
Holders Change %
+2.69%
% of All Funds
7.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
55
Increased
105
Reduced
165
Closed
44
Calls
$12.3M
Puts
$61.8M
Net Calls
-$49.5M
Net Calls Change
-$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Impax Asset Management Group
301
Impax Asset Management Group
United Kingdom
$200K +$190K +1,652 New
EOJOAM
302
E. Ohman J:or Asset Management
Sweden
$194K
BCV
303
Banque Cantonale Vaudoise
Switzerland
$193K -$126K -1,100 -41%
FC
304
FORA Capital
Florida
$169K +$135K +1,177 +535%
IMRF
305
Illinois Municipal Retirement Fund
Illinois
$166K +$158K +1,372 New
SPIA
306
Steward Partners Investment Advisory
New York
$145K +$5.74K +50 +4%
US Bancorp
307
US Bancorp
Minnesota
$143K +$2.76K +24 +2%
GC
308
Globeflex Capital
California
$139K -$173K -1,508 -57%
AIP
309
Ameritas Investment Partners
Nebraska
$120K
RA
310
Rational Advisors
New York
$112K +$106K +922 New
ONST
311
Old North State Trust
North Carolina
$111K +$105K +916 New
CIA
312
CSat Investment Advisory
Michigan
$104K -$4.13K -36 -4%
GT
313
Glenmede Trust
Pennsylvania
$99K +$3.9K +34 +4%
MIFH
314
Migdal Insurance & Financial Holdings
Israel
$92K -$43.5K -379 -33%
Canada Pension Plan Investment Board
315
Canada Pension Plan Investment Board
Ontario, Canada
$84K +$79.2K +690 New
LS
316
Livforsakringsbolaget Skandia
Sweden
$82K
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$76K -$16.7K -145 -19%
QCG
318
Quadrant Capital Group
Ohio
$70K -$3.79K -33 -5%
AAM
319
Advisors Asset Management
Colorado
$56K +$53.2K +463 New
ASN
320
Advisory Services Network
Georgia
$53K +$49.8K +434 New
CI Investments Inc
321
CI Investments Inc
Ontario, Canada
$48K +$45.7K +398 New
EW
322
Evoke Wealth
California
$46K -$1.38K -12 -3%
NIPH
323
NN Investment Partners Holdings
Netherlands
$45K
Acadian Asset Management
324
Acadian Asset Management
Massachusetts
$43K
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$42K -$39.6K -345 -50%

AIZ Hedge Fund Activity: Q3 2020 in Review

382 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2020, worth a combined $6.84B — up 16% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AIZ positions and 44 closed out — a net gain of 11 holders — while 105 added to existing stakes and 165 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $153M. The largest seller was Natixis, cutting an estimated $46.4M.

  • 382 institutional investors held Assurant (AIZ) as of Q3 2020, up from 372 in Q2 2020.
  • Funds reported $6.84B of Assurant stock for Q3 2020, up 16% quarter-over-quarter.
  • 55 funds opened new Assurant positions in Q3 2020 and 44 closed out, a net change of +11 holders.
  • The largest Assurant buyer in Q3 2020 was Fidelity Investments, an estimated $153M added.
  • The largest Assurant seller in Q3 2020 was Natixis, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2020.