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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 %
VNA
401
Valley National Advisers
Pennsylvania
$132K – – –
FHA
402
First Horizon Advisors
Tennessee
$118K +$7.53K +40 +7%
QCG
403
Quadrant Capital Group
Ohio
$111K – – –
GI
404
GAMMA Investing
California
$108K +$9.6K +51 +10%
AIP
405
Ameritas Investment Partners
Nebraska
$106K -$12.8K -68 -11%
AA
406
AlphaCentric Advisors
Puerto Rico
$100K -$13.4K -71 -12%
CPBTD
407
Central Pacific Bank - Trust Division
Hawaii
$99.2K +$99.2K +530 New
HGERS
408
Householder Group Estate & Retirement Specialist
Arizona
$93K – – –
SPIA
409
Steward Partners Investment Advisory
New York
$87.8K -$3.77K -20 -4%
QC
410
Quent Capital
New York
$85.7K -$4.71K -25 -5%
GWSG
411
GPS Wealth Strategies Group
Colorado
$79.6K – – –
GRP
412
Global Retirement Partners
California
$77.4K +$19K +101 +33%
MG
413
Mather Group
Illinois
$72.6K +$72.6K +431 New
MAM
414
Meeder Asset Management
Ohio
$69.8K -$216K -1,146 -76%
C
415
Covestor
United Kingdom
$65K +$17.1K +91 +36%
Acadian Asset Management
416
Acadian Asset Management
Massachusetts
$63K – – –
EWA
417
EverSource Wealth Advisors
Alabama
$59.8K -$18.7K -107 -24%
JPWM
418
Jamison Private Wealth Management
Georgia
$57.8K -$18.4K -98 -24%
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.4K +$12.1K +70 +31%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$51.2K -$1.13K -6 -2%
SIM
421
Sentry Investment Management
Wisconsin
$50K – – –
BTI
422
Blue Trust Inc
Georgia
$47.4K +$18.1K +96 +62%
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$41K +$5.84K +31 +17%
CFGS
424
Concourse Financial Group Securities
Alabama
$39K +$376 +2 +1%
CA
425
Clearstead Advisors
Ohio
$37.7K – – –
15 16
17
18 19