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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 %
C
401
Covestor
United Kingdom
$43K – – –
PCM
402
Penserra Capital Management
California
$40K -$8.8K -53 -18%
MSWM
403
McGlone Suttner Wealth Management
Wisconsin
$39.7K +$39.7K +236 New
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2K – – –
WTG
405
West Tower Group
Virginia
$37.4K +$37.4K +222 New
CA
406
Clearstead Advisors
Ohio
$36.1K +$24.6K +146 +215%
CFGS
407
Concourse Financial Group Securities
Alabama
$34.5K +$32.4K +192 +1,477%
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$31.5K +$1.69K +10 +6%
LWANC
409
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.5K – – –
HCP
410
Hexagon Capital Partners
Arkansas
$29.5K +$5.56K +33 +23%
BWM
411
BKM Wealth Management
Wisconsin
$25.3K +$25.3K +150 New
RCM
412
Raleigh Capital Management
North Carolina
$23.7K +$18.3K +109 +341%
EC
413
EntryPoint Capital
New York
$23.4K +$23.4K +139 New
NFSG
414
Newbridge Financial Services Group
Florida
$23.1K – – –
PE
415
Point72 Europe
United Kingdom
$23.1K +$23.1K +137 New
AF
416
Allworth Financial
California
$22.9K +$2.36K +14 +11%
BTI
417
Blue Trust Inc
Georgia
$22K -$22.3K -158 -50%
RIM
418
Rakuten Investment Management
Japan
$21.8K +$21.8K +130 New
Fidelity International
419
Fidelity International
Bermuda
$21.7K +$5.06K +30 +30%
BBHC
420
Brown Brothers Harriman & Co
New York
$21.7K +$9.6K +57 +79%
PIM
421
Plato Investment Management
Australia
$21.2K +$21.2K +126 New
ZB
422
Zions Bancorporation
Utah
$21.1K – – –
CWP
423
Concord Wealth Partners
Virginia
$21.1K – – –
ST
424
Smithfield Trust
Pennsylvania
$16K – – –
VWM
425
Venturi Wealth Management
Texas
$15.8K +$7.75K +46 +96%
15 16
17
18 19