AIZ icon

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 %
BGAI
451
Bruce G. Allen Investments
Colorado
$9.41K – – –
PWMG
452
Prestige Wealth Management Group
New Jersey
$9.23K -$7.72K -41 -46%
FFA
453
Frazier Financial Advisors
Ohio
$9.22K +$9.22K +49 New
HI
454
Harbour Investments
Wisconsin
$9.04K +$2.64K +14 +41%
CAL
455
Capital Advisors Ltd
Ohio
$8K – – –
AAP
456
Arax Advisory Partners
Colorado
$7.75K – – –
PTC
457
Private Trust Company
Ohio
$7.72K -$188 -1 -2%
FFO
458
Fortitude Family Office
Arizona
$7.53K – – –
GKIM
459
GW&K Investment Management
Massachusetts
$7K -$378 -2 -5%
SFCL
460
Strengthening Families & Communities LLC
Massachusetts
$7K – – –
FCG
461
Financial Connections Group
California
$7K +$7K +37 New
CA
462
Crewe Advisors
Utah
$6.59K +$6.59K +35 New
HNB
463
Huntington National Bank
Ohio
$6.4K -$188 -1 -3%
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$5.65K – – –
HCM
465
Hollencrest Capital Management
California
$5.65K +$5.65K +30 New
RFG
466
REAP Financial Group
Texas
$5.47K +$377 +2 +7%
VCM
467
Versant Capital Management
Arizona
$5.27K – – –
EBA
468
Eagle Bay Advisors
New York
$5.08K +$5.08K +27 New
WIM
469
Westside Investment Management
California
$4.71K – – –
SAM
470
Smartleaf Asset Management
Massachusetts
$4.69K +$2.25K +12 +92%
MCM
471
MV Capital Management
Maryland
$4.52K – – –
MCM
472
Manchester Capital Management
Vermont
$4.33K – – –
FGAM
473
Financial Gravity Asset Management
Texas
$4.19K +$3.04K +16 +267%
ADL
474
Asset Dedication LLC
California
$4K – – –
BIA
475
Bell Investment Advisors
California
$3.95K – – –
17 18
19
20 21