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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 %
PA
476
Parallel Advisors
California
$3.58K – – –
LC
477
Lindbrook Capital
California
$3.2K – – –
IA
478
IFP Advisors
Florida
$3.2K +$565 +3 +21%
SIC
479
SJS Investment Consulting
Ohio
$3.01K -$188 -1 -6%
PWMG
480
Private Wealth Management Group
New Jersey
$2.82K +$188 +1 +7%
S
481
Sachetta
Massachusetts
$2.7K – – –
AssetMark Inc
482
AssetMark Inc
California
$2.26K -$46.5K -247 -95%
SFA
483
Semmax Financial Advisors
North Carolina
$2.12K +$2.12K +12 New
DPW
484
DiNuzzo Private Wealth
Pennsylvania
$2.07K -$188 -1 -8%
HFS
485
Hantz Financial Services
Michigan
$2K – – –
CTC
486
Central Trust Company
Missouri
$1.88K +$1.13K +6 +150%
CT
487
Colonial Trust
South Carolina
$1.87K -$1.12K -6 -38%
CA
488
CoreCap Advisors
Michigan
$1.51K +$1.51K +8 New
AWM
489
Avior Wealth Management
Nebraska
$1.51K +$564 +3 +60%
CPG
490
Cornerstone Planning Group
New Jersey
$1.41K +$1.41K +8 New
RS
491
Rakuten Securities
Japan
$1.32K -$2.82K -15 -68%
MA
492
MCF Advisors
Kentucky
$1.13K – – –
TCA
493
Trifecta Capital Advisors
Illinois
$1.13K – – –
RAM
494
Riggs Asset Management
Pennsylvania
$1.13K +$1.13K +6 New
SWS
495
SYSTM Wealth Solutions
Illinois
$979 +$979 +5 New
Kayne Anderson Rudnick Investment Management
496
Kayne Anderson Rudnick Investment Management
California
$941 +$941 +5 New
AF
497
Advisornet Financial
Minnesota
$941 +$941 +5 New
SWM
498
Spire Wealth Management
Virginia
$753 – – –
CAM
499
Creekmur Asset Management
Illinois
$753 +$753 +4 New
DF
500
Dunhill Financial
United Kingdom
$749 +$187 +1 +33%
18 19
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