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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
+$87M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$43.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$39.5M
5
BlackRock
BlackRock
New York
+$36.6M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$99.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$78.1M
3
Invesco
Invesco
Georgia
-$53.1M
4
SC
Samlyn Capital
New York
-$45.1M
5
AIM
Artemis Investment Management
United Kingdom
-$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
401
Disciplined Investments
Oklahoma
$1.38K -$375 -3 -21%
SIC
402
SJS Investment Consulting
Ohio
$1.38K +$250 +2 +22%
RFG
403
RFP Financial Group
Georgia
$1.13K +$1.13K +9 New
MYAM
404
Meiji Yasuda Asset Management
Japan
$1.07K +$447 +3,570 +72%
BCM
405
Bourgeon Capital Management
Connecticut
$1K – – –
BWM
406
Baystate Wealth Management
Massachusetts
$1K +$91 +1 +10%
SFG
407
Steward Financial Group
Texas
$1K +$1K +9 New
CFGS
408
Concourse Financial Group Securities
Alabama
$875 -$8.88K -71 -91%
ACA
409
Atlas Capital Advisors
Wyoming
$875 – – –
TCA
410
Trifecta Capital Advisors
Illinois
$875 +$875 +7 New
MCM
411
MV Capital Management
Maryland
$750 +$750 +6 New
EE
412
EWG Elevate
California
$625 +$625 +5 New
ECM
413
Everence Capital Management
Indiana
$522 – – –
MCC
414
Money Concepts Capital
Florida
$500 +$500 +4 New
CFB
415
Cullen/Frost Bankers
Texas
$375 – – –
GRP
416
Global Retirement Partners
California
$375 +$125 +1 +50%
BAM
417
Belpointe Asset Management
Nevada
$250 +$250 +2 New
FCA
418
Fortis Capital Advisors
Kansas
$250 +$250 +2 New
AA
419
Addison Advisors
Vermont
$125 – – –
PMFA
420
Plante Moran Financial Advisors
Michigan
$125 +$125 +1 New
SCA
421
Stonebridge Capital Advisors
Minnesota
$14 -$2K -13 Closed
WIM
422
Westside Investment Management
California
$3 – – –
SC
423
Samlyn Capital
New York
– -$45.1M -310,406 Closed
AIM
424
Artemis Investment Management
United Kingdom
– -$40.6M -279,280 Closed
OFCM
425
One Fin Capital Management
California
– -$19.9M -136,800 Closed
15 16
17
18 19