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Assurant
AIZ

Overview Fund Activity

422 hedge funds and large institutions have $7.12B invested in Assurant in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 147 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-7
Holders Change %
-1.63%
% of All Funds
6.81%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
65
Increased
149
Reduced
147
Closed
62
Calls
$8.55M
Puts
$4.17M
Net Calls
+$4.39M
Net Calls Change
-$1.66M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$871M
2
Macquarie Group
Macquarie Group
Australia
$97.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$882M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$175M
5
BlackRock
BlackRock
New York
$708M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$228M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$434M
3
Invesco
Invesco
Georgia
$179M
4
SC
Samlyn Capital
New York
$0
5
AIM
Artemis Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
376
FinTrust Capital Advisors
South Carolina
$5.38K – – –
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
BFEC
378
Benjamin F. Edwards & Company
Missouri
$5K – – –
PWMG
379
Prestige Wealth Management Group
New Jersey
$4.5K -$875 -7 -16%
AF
380
Advisornet Financial
Minnesota
$4.38K +$1.75K +14 +67%
JWA
381
JFS Wealth Advisors
Pennsylvania
$4K -$375 -3 -9%
GWS
382
Glassman Wealth Services
Virginia
$4K +$1.5K +12 +60%
PTC
383
Private Trust Company
Ohio
$4K -$9.94K -87 -71%
VCM
384
Versant Capital Management
Arizona
$3.88K – – –
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$3.75K – – –
EARNEST Partners
386
EARNEST Partners
Georgia
$3.38K – – –
PA
387
Parallel Advisors
California
$3K -$10K -80 -77%
FHA
388
First Horizon Advisors
Tennessee
$3K – – –
HI
389
Harbour Investments
Wisconsin
$2.88K +$2.25K +18 +360%
MA
390
MCF Advisors
Kentucky
$2.88K +$2.38K +19 +475%
LC
391
Lindbrook Capital
California
$2.63K – – –
ZB
392
Zions Bancorporation
Utah
$2.5K -$1.88K -15 -43%
SWA
393
Sutton Wealth Advisors
Florida
$2.38K +$250 +2 +12%
SC
394
Schubert & Co
Texas
$2.25K -$500 -4 -18%
BIA
395
Bell Investment Advisors
California
$2.25K +$625 +5 +38%
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
HFS
397
Hantz Financial Services
Michigan
$2K – – –
EI
398
Ellevest Inc
New York
$1.88K -$4.25K -34 -69%
HNB
399
Huntington National Bank
Ohio
$1.75K – – –
BWM
400
BerganKDV Wealth Management
Minnesota
$1.5K – – –
14 15
16
17 18