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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 %
LWANC
426
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.1K – – –
HCP
427
Hexagon Capital Partners
Arkansas
$30.1K -$2.82K -15 -9%
RCM
428
Raleigh Capital Management
North Carolina
$28.3K +$1.7K +9 +6%
Fidelity International
429
Fidelity International
Bermuda
$27.9K +$3.58K +19 +15%
AF
430
Allworth Financial
California
$25.6K – – –
PIM
431
Plato Investment Management
Australia
$23.7K – – –
ZB
432
Zions Bancorporation
Utah
$23.5K – – –
CWP
433
Concord Wealth Partners
Virginia
$23.5K – – –
RFS
434
Richardson Financial Services
Massachusetts
$23.3K +$16.4K +87 +235%
RTC
435
Riverview Trust Company
Washington
$21.6K +$21.6K +115 New
FFA
436
Farther Finance Advisors
California
$18.7K +$1.87K +10 +11%
ST
437
Smithfield Trust
Pennsylvania
$18K – – –
BFEC
438
Benjamin F. Edwards & Company
Missouri
$15K +$5.13K +27 +52%
CFFP
439
Center for Financial Planning
Michigan
$14.1K +$14.1K +75 New
VWM
440
Venturi Wealth Management
Texas
$13.7K -$3.95K -21 -22%
BBHC
441
Brown Brothers Harriman & Co
New York
$13K -$11.3K -60 -47%
QL
442
Quarry LP
New York
$12.8K -$44K -234 -77%
TPCW
443
TD Private Client Wealth
New York
$12.4K -$565 -3 -4%
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$12.4K +$1.32K +7 +12%
WPA
445
West Paces Advisors
Georgia
$11.7K – – –
CTC
446
Cetera Trust Company
Minnesota
$11.3K – – –
BEI
447
Benjamin Edwards Inc
Missouri
$11K +$11K +59 New
SWA
448
SOA Wealth Advisors
New York
$10.2K – – –
JWA
449
JFS Wealth Advisors
Pennsylvania
$9.98K – – –
CA
450
Continuum Advisory
Idaho
$9.68K +$9.68K +54 New
16 17
18
19 20