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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 %
CTC
476
Central Trust Company
Missouri
$674 +$674 +4 New
SWM
477
Spire Wealth Management
Virginia
$671 +$671 +4 New
DF
478
Dunhill Financial
United Kingdom
$564 +$564 +3 New
CAM
479
ClariVest Asset Management
California
$504 – – –
BF
480
BOK Financial
Oklahoma
$336 +$336 +2 New
CTA
481
Colonial Trust Advisors
South Carolina
$168 – – –
TWP
482
TFO Wealth Partners
Ohio
$168 +$168 +1 New
LFG
483
Larson Financial Group
Missouri
$168 +$168 +1 New
ATN
484
AMF Tjänstepension
Sweden
– -$2.95M -20,540 Closed
LFCM
485
Long Focus Capital Management
Puerto Rico
– -$2.87M -20,000 Closed
KWM
486
Kingsview Wealth Management
Oregon
– -$2.32M -16,143 Closed
HI
487
Handelsinvest Investeringsforvaltning
Denmark
– -$2.15M -15,000 Closed
WI
488
WBI Investments
New Jersey
– -$1.77M -12,327 Closed
EWM
489
Elevatus Welath Management
New York
– -$1.69M -11,750 Closed
LA
490
LBP AM
France
– -$1.61M -11,248 Closed
WT
491
Whittier Trust
California
– -$1.09M -7,585 Closed
EP
492
Edgestream Partners
New Jersey
– -$874K -6,085 Closed
ECM
493
Everence Capital Management
Indiana
– -$599 -4,170 Closed
XT
494
XTX Topco
Cayman Islands
– -$529K -3,686 Closed
ESCM
495
Echo Street Capital Management
New York
– -$473K -3,293 Closed
Vontobel Holding
496
Vontobel Holding
Switzerland
– -$404K -2,811 Closed
Simplex Trading
497
Simplex Trading
Illinois
– -$361K -2,516 Closed
HIS
498
Harvest Investment Services
Illinois
– -$359K -2,500 Closed
Verition Fund Management
499
Verition Fund Management
Connecticut
– -$359K -2,497 Closed
BC
500
Bridgefront Capital
Texas
– -$305K -2,121 Closed
17 18 19
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