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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 %
VCM
451
Versant Capital Management
Arizona
$4.72K -$506 -3 -10%
RFG
452
REAP Financial Group
Texas
$4.55K +$4.55K +27 New
WIM
453
Westside Investment Management
California
$4.21K – – –
MCM
454
MV Capital Management
Maryland
$4.04K – – –
ADL
455
Asset Dedication LLC
California
$4K – – –
MCM
456
Manchester Capital Management
Vermont
$3.88K -$169 -1 -4%
RS
457
Rakuten Securities
Japan
$3.71K +$3.71K +22 New
BIA
458
Bell Investment Advisors
California
$3.54K – – –
PA
459
Parallel Advisors
California
$3.2K -$1.01K -6 -24%
SIC
460
SJS Investment Consulting
Ohio
$2.87K +$337 +2 +13%
LC
461
Lindbrook Capital
California
$2.86K – – –
S
462
Sachetta
Massachusetts
$2.7K +$2.7K +16 New
CT
463
Colonial Trust
South Carolina
$2.69K -$504 -3 -16%
IA
464
IFP Advisors
Florida
$2.36K -$6.74K -40 -74%
PWMG
465
Private Wealth Management Group
New Jersey
$2.36K +$2.36K +14 New
AFWM
466
Abich Financial Wealth Management
Virginia
$2.19K +$2.19K +13 New
SAM
467
Smartleaf Asset Management
Massachusetts
$2.18K +$2.18K +13 New
DPW
468
DiNuzzo Private Wealth
Pennsylvania
$2.02K +$2.02K +12 New
HFS
469
Hantz Financial Services
Michigan
$2K – – –
BWM
470
Baystate Wealth Management
Massachusetts
$1.9K – – –
RFG
471
RFP Financial Group
Georgia
$1.52K – – –
MA
472
MCF Advisors
Kentucky
$1.01K – – –
TCA
473
Trifecta Capital Advisors
Illinois
$1.01K – – –
AWM
474
Avior Wealth Management
Nebraska
$842 +$842 +5 New
FGAM
475
Financial Gravity Asset Management
Texas
$742 +$371 +3 +100%
17 18
19
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