We are live on ! Find out more
AIZ icon

Assurant

382 hedge funds and large institutions have $6.84B invested in Assurant in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 165 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

16% more capital invested

Capital invested by funds: $5.89B → $6.84B (+$954M)

3% more funds holding

Funds holding: 372382 (+10)

1.09% less ownership

Funds ownership: 95.61%94.52% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 165

80% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $61.8M

Holders
382
Holders Change
+10
Holders Change %
+2.69%
% of All Funds
7.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
55
Increased
105
Reduced
165
Closed
44
Calls
$12.3M
Puts
$61.8M
Net Calls
-$49.5M
Net Calls Change
-$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$54.3M +$101K +881 +0.2%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$51.7M +$2.07M +18,049 +4%
Legal & General Group
28
Legal & General Group
United Kingdom
$49.5M -$2.63M -22,944 -5%
Charles Schwab
29
Charles Schwab
California
$47.3M -$1.91M -16,599 -4%
Brown Advisory
30
Brown Advisory
Maryland
$39.4M -$180K -1,568 -0.5%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$38.6M -$453K -3,945 -1%
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$37.7M +$7.69M +67,000 +27%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$34.9M -$11.8M -102,993 -26%
PPA
34
Parametric Portfolio Associates
Washington
$32.7M -$570K -4,959 -2%
UBS AM
35
UBS AM
Illinois
$28.5M +$438K +3,817 +2%
Swiss National Bank
36
Swiss National Bank
Switzerland
$28.2M -$528K -4,600 -2%
NAM
37
Nissay Asset Management
Japan
$26.8M -$1.59M -13,863 -6%
CCMG
38
Clark Capital Management Group
Pennsylvania
$24.9M +$4.67M +40,693 +25%
DP
39
Dearborn Partners
Illinois
$23.8M +$18.9K +165 +0.1%
Macquarie Group
40
Macquarie Group
Australia
$23.3M -$1.48M -12,894 -6%
NLGIA
41
Nippon Life Global Investors Americas
New York
$23.2M -$257K -2,240 -1%
GC
42
Guggenheim Capital
Illinois
$22.2M -$1.67M -14,575 -7%
Fidelity International
43
Fidelity International
Bermuda
$22M -$9.26M -80,637 -31%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$19.4M +$15.4M +134,336 +527%
Bank of America
45
Bank of America
North Carolina
$18.6M +$398K +3,464 +2%
N
46
Natixis
France
$18.5M -$46.4M -404,427 -73%
VWM
47
Valley Wealth Managers
New Jersey
$18M -$398K -3,463 -2%
RJA
48
Raymond James & Associates
Florida
$17.7M +$1.15M +9,971 +7%
MPIA
49
Mountain Pacific Investment Advisers
Idaho
$17.7M +$48K +418 +0.3%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$17.4M +$552K +4,803 +3%

AIZ Hedge Fund Activity: Q3 2020 in Review

382 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2020, worth a combined $6.84B — up 16% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AIZ positions and 44 closed out — a net gain of 11 holders — while 105 added to existing stakes and 165 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $153M. The largest seller was Natixis, cutting an estimated $46.4M.

  • 382 institutional investors held Assurant (AIZ) as of Q3 2020, up from 372 in Q2 2020.
  • Funds reported $6.84B of Assurant stock for Q3 2020, up 16% quarter-over-quarter.
  • 55 funds opened new Assurant positions in Q3 2020 and 44 closed out, a net change of +11 holders.
  • The largest Assurant buyer in Q3 2020 was Fidelity Investments, an estimated $153M added.
  • The largest Assurant seller in Q3 2020 was Natixis, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2020.