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Assurant
AIZ

Overview Fund Activity

412 hedge funds and large institutions have $6.29B invested in Assurant in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 129 increasing their positions, 163 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
6.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
129
Reduced
163
Closed
49
Calls
$6.7M
Puts
$3.7M
Net Calls
+$3.01M
Net Calls Change
+$8.05M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$335M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$136M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$221M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$69.4M
5
Man Group
Man Group
United Kingdom
$13.9M

Top Sellers

1
Invesco
Invesco
Georgia
$139M
2
AQR Capital Management
AQR Capital Management
Connecticut
$20.2M
3
Millennium Management
Millennium Management
New York
$29.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$880M
5
Bank of America
Bank of America
North Carolina
$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
401
Geneos Wealth Management
Colorado
$1.26K – – –
BBHC
402
Brown Brothers Harriman & Co
New York
$1.13K -$4.9K -39 -81%
RFG
403
RFP Financial Group
Georgia
$1.13K – – –
SIA
404
SkyView Investment Advisors
New Jersey
$1K +$600 +3 +150%
CAL
405
Capital Advisors Ltd
Ohio
$1K +$1K +5 New
ACA
406
Atlas Capital Advisors
Wyoming
$880 – – –
TCA
407
Trifecta Capital Advisors
Illinois
$755 – – –
MA
408
MCF Advisors
Kentucky
$755 – – –
GRP
409
Global Retirement Partners
California
$629 – – –
VWM
410
Venturi Wealth Management
Texas
$252 +$252 +2 New
CTA
411
Colonial Trust Advisors
South Carolina
$126 – – –
Point72 Asset Management
412
Point72 Asset Management
Connecticut
– -$18.8M -156,991 Closed
Lord, Abbett & Co
413
Lord, Abbett & Co
New Jersey
– -$16.3M -135,935 Closed
BCM
414
Basswood Capital Management
New York
– -$4.13M -34,381 Closed
ClearBridge Investments
415
ClearBridge Investments
New York
– -$2.5M -20,847 Closed
BGIM
416
Brandywine Global Investment Management
Pennsylvania
– -$2.11M -17,559 Closed
LSV Asset Management
417
LSV Asset Management
Illinois
– -$1.27M -10,566 Closed
HF
418
HRT Financial
New York
– -$1.22M -10,166 Closed
AIM
419
Aigen Investment Management
New York
– -$1.13M -9,433 Closed
DA
420
Duality Advisers
Florida
– -$1.11M -9,266 Closed
BPC
421
Banque Pictet & Cie
Switzerland
– -$1.06M -8,843 Closed
QCM
422
Qsemble Capital Management
New York
– -$1.06M -8,800 Closed
WBC
423
Westpac Banking Corp
Australia
– -$879K -7,321 Closed
1832 Asset Management
424
1832 Asset Management
Ontario, Canada
– -$863K -7,184 Closed
EF
425
Empowered Funds
Pennsylvania
– -$743K -6,192 Closed
15 16
17
18 19