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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 %
VNA
376
Valley National Advisers
Pennsylvania
$118K +$167 +1 +0.1%
PAS
377
Point72 Asia (Singapore)
Singapore
$115K +$115K +680 New
AIP
378
Ameritas Investment Partners
Nebraska
$106K – – –
IPW
379
Impact Partnership Wealth
Georgia
$104K +$104K +620 New
AA
380
AlphaCentric Advisors
Puerto Rico
$102K +$102K +604 New
QCG
381
Quadrant Capital Group
Ohio
$99.1K -$22.9K -136 -19%
FHA
382
First Horizon Advisors
Tennessee
$99.1K +$99.1K +588 New
GI
383
GAMMA Investing
California
$87.5K +$87.5K +521 New
HGERS
384
Householder Group Estate & Retirement Specialist
Arizona
$83K -$505 -3 -0.6%
SPIA
385
Steward Partners Investment Advisory
New York
$81.9K -$70.6K -419 -46%
QC
386
Quent Capital
New York
$80.8K -$2.36K -14 -3%
EWA
387
EverSource Wealth Advisors
Alabama
$75.8K +$337 +2 +0.4%
GWSG
388
GPS Wealth Strategies Group
Colorado
$71.3K – – –
Bessemer Group
389
Bessemer Group
New Jersey
$71K +$5.11K +30 +8%
JPWM
390
Jamison Private Wealth Management
Georgia
$68.2K +$68.2K +405 New
HFM
391
Harvest Fund Management
China
$66K +$35.9K +212 +119%
GI
392
Gradient Investments
Minnesota
$63.9K – – –
HT
393
Headlands Technologies
Illinois
$63.7K +$63.7K +378 New
LPP
394
Life Planning Partners
Florida
$62.3K +$62.3K +370 New
Acadian Asset Management
395
Acadian Asset Management
Massachusetts
$56K – – –
GRP
396
Global Retirement Partners
California
$51K +$45.6K +277 +839%
QL
397
Quarry LP
New York
$50.9K +$50.9K +302 New
PFBT
398
Parkside Financial Bank & Trust
Missouri
$46.8K -$5.39K -32 -10%
SIM
399
Sentry Investment Management
Wisconsin
$45K -$4.93K -29 -10%
AssetMark Inc
400
AssetMark Inc
California
$43.6K +$43.6K +259 New
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