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Assurant
AIZ

Overview Fund Activity

507 hedge funds and large institutions have $9.18B invested in Assurant in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 171 increasing their positions, 188 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+24
Holders Change %
+4.97%
% of All Funds
7.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
71
Increased
171
Reduced
188
Closed
44
Calls
$17.7M
Puts
$30.1M
Net Calls
-$12.4M
Net Calls Change
-$19.1M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$112M
2
Invesco
Invesco
Georgia
+$39.7M
3
ATN
AMF Tjänstepension
Sweden
+$39M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$33.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$118M
4
Brown Advisory
Brown Advisory
Maryland
-$28.5M
5
BlackRock
BlackRock
New York
-$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
376
Cambridge Investment Research Advisors
Iowa
$246K -$694K -3,684 -74%
M&T Bank
377
M&T Bank
New York
$243K -$81.7K -434 -25%
Walleye Trading
378
Walleye Trading
New York
$241K -$860K -4,567 -78%
EGM
379
Engineers Gate Manager
New York
$241K -$525K -2,790 -69%
CFP
380
Catalyst Financial Partners
Massachusetts
$239K -$8.5K -50 -3%
BPC
381
Banque Pictet & Cie
Switzerland
$236K +$236K +1,254 New
Lido Advisors
382
Lido Advisors
California
$231K -$48.2K -256 -17%
VI
383
Vestcor Inc
New Brunswick, Canada
$231K -$1.69K -9 -0.7%
FC
384
Forte Capital
New York
$231K +$231K +1,225 New
CPC
385
Cookson Peirce & Co
Pennsylvania
$229K +$229K +1,217 New
SCM
386
SOL Capital Management
Maryland
$226K – – –
TFA
387
Tobias Financial Advisors
Florida
$226K – – –
RAM
388
Ramirez Asset Management
New York
$222K – – –
BJL
389
Brighton Jones LLC
Washington
$221K +$221K +1,175 New
BFG
390
Berger Financial Group
Minnesota
$219K -$6.28M -33,392 -97%
LSAG
391
Lake Street Advisors Group
New Hampshire
$212K +$212K +1,125 New
PCS
392
Personal CFO Solutions
New Jersey
$211K +$211K +1,121 New
SHFA
393
SC&H Financial Advisors
Maryland
$209K +$209K +1,110 New
CFM
394
Catalyst Funds Management
Australia
$207K +$207K +1,100 New
AAS
395
Ameritas Advisory Services
Nebraska
$205K +$205K +1,176 New
HFM
396
Harvest Fund Management
China
$205K +$132K +698 +179%
TRCT
397
Tower Research Capital (TRC)
New York
$168K -$1.03M -5,482 -86%
HI
398
Horizon Investments
North Carolina
$166K -$16.8K -89 -9%
HIA
399
Harbor Investment Advisory
Maryland
$136K – – –
SOW
400
State of Wyoming
Wyoming
$134K -$136K -723 -50%
14 15
16
17 18