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Assurant

408 hedge funds and large institutions have $8.88B invested in Assurant in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 143 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $5.79M

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $8.15B → $8.88B (+$730M)

2% more funds holding

Funds holding: 401408 (+7)

1% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.02% less ownership

Funds ownership: 95.1%94.07% (-1%)

Holders
408
Holders Change
+7
Holders Change %
+1.75%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
144
Reduced
143
Closed
39
Calls
$19.1M
Puts
$5.79M
Net Calls
+$13.3M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
426
Jane Street
New York
-$1.06M -6,807 Closed
OQS
427
Occudo Quantitative Strategies
Florida
-$924K -6,517 Closed
QIM
428
Quantitative Investment Management
Virginia
-$911K -6,432 Closed
KWM
429
Kingsview Wealth Management
Oregon
-$691K -4,855 Closed
MFW
430
Meristem Family Wealth
Minnesota
-$518K -3,657 Closed
QC
431
Quadrature Capital
United Kingdom
-$508K -3,584 Closed
LIA
432
LS Investment Advisors
Michigan
-$365K -2,575 Closed
LPL Financial
433
LPL Financial
California
-$361K -2,545 Closed
LOAME
434
Lombard Odier Asset Management (Europe)
United Kingdom
-$264K -1,860 Closed
CC
435
Centiva Capital
New York
-$234K -1,654 Closed
FF
436
FourThought Financial
Florida
-$166K -1,177 Closed
EP
437
Eudaimonia Partners
Tennessee
-$54K -382 Closed
APWM
438
Atlas Private Wealth Management
New York
-$27K -188 Closed
AIC
439
Ameritas Investment Company
Nebraska
-$6.24K -44 Closed
SLF
440
Sun Life Financial
Ontario, Canada
-$5K -35 Closed
MWP
441
Meridian Wealth Partners
Pennsylvania
-$5K -33 Closed
BEI
442
Benjamin Edwards Inc
Missouri
-$4K -25 Closed
SIAP
443
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$3K -20 Closed
HDIM
444
Hanson & Doremus Investment Management
Vermont
-$2K -11 Closed
HR
445
Howe & Rusling
New York
-$1K -8 Closed

AIZ Hedge Fund Activity: Q2 2021 in Review

408 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2021, worth a combined $8.88B — up 9% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AIZ positions and 39 closed out — a net gain of 9 holders — while 144 added to existing stakes and 143 trimmed.

The largest buyer was Vanguard Group, adding an estimated $54.8M. The largest seller was Wellington Management Group, cutting an estimated $77.8M.

  • 408 institutional investors held Assurant (AIZ) as of Q2 2021, up from 401 in Q1 2021.
  • Funds reported $8.88B of Assurant stock for Q2 2021, up 9% quarter-over-quarter.
  • 48 funds opened new Assurant positions in Q2 2021 and 39 closed out, a net change of +9 holders.
  • The largest Assurant buyer in Q2 2021 was Vanguard Group, an estimated $54.8M added.
  • The largest Assurant seller in Q2 2021 was Wellington Management Group, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2021.