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Assurant

390 hedge funds and large institutions have $7.51B invested in Assurant in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

2% more funds holding

Funds holding: 382390 (+8)

4% more capital invested

Capital invested by funds: $7.24B → $7.51B (+$268M)

0.33% more ownership

Funds ownership: 94.19%94.51% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 144

58% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $37.3M

Holders
390
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
7.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
57
Increased
131
Reduced
144
Closed
41
Calls
$15.6M
Puts
$37.3M
Net Calls
-$21.7M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$18.4M +$759K +5,894 +4%
EVM
52
Eaton Vance Management
Massachusetts
$18.4M -$2.16M -16,819 -11%
MAM
53
Martingale Asset Management
Massachusetts
$18.3M +$17.1M +133,021 +2,145%
AAMU
54
Amundi Asset Management US
Massachusetts
$18M +$2.41M +18,704 +16%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$17.9M -$936K -7,276 -5%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$16.7M -$4.11M -31,968 -20%
RJA
57
Raymond James & Associates
Florida
$16M +$1.77M +13,756 +13%
Bessemer Group
58
Bessemer Group
New Jersey
$15.5M +$11.7K +91 +0.1%
Morgan Stanley
59
Morgan Stanley
New York
$15.3M +$2.21M +17,210 +17%
Millennium Management
60
Millennium Management
New York
$15.2M -$26.8M -208,564 -64%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$15.1M +$1.93M +14,985 +15%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$14.1M -$708K -5,500 -5%
GC
63
Gillson Capital
Illinois
$13.7M -$16.9M -131,499 -56%
Deutsche Bank
64
Deutsche Bank
Germany
$13.4M -$1.96M -15,262 -13%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$13M -$615K -4,782 -5%
AllianceBernstein
66
AllianceBernstein
Tennessee
$13M +$312K +2,427 +3%
Truist Financial
67
Truist Financial
North Carolina
$12.6M +$12.3M +95,816 New
Barclays
68
Barclays
United Kingdom
$12.5M +$3.99M +31,009 +48%
UBS Group
69
UBS Group
Switzerland
$12.4M +$1.09M +8,472 +10%
SVC
70
Strycker View Capital
New York
$12.2M
Principal Financial Group
71
Principal Financial Group
Iowa
$11.6M -$487K -3,784 -4%
JP Morgan Chase
72
JP Morgan Chase
New York
$11M +$567K +4,409 +6%
ACH
73
ArrowMark Colorado Holdings
Colorado
$10.9M +$4.89M +38,000 +84%
JG
74
Jefferies Group
New York
$10.7M +$9.67M +75,158 +1,194%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$10.7M -$3.99K -31 -0%

AIZ Hedge Fund Activity: Q4 2019 in Review

390 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q4 2019, worth a combined $7.51B — up 3.7% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AIZ positions and 41 closed out — a net gain of 16 holders — while 131 added to existing stakes and 144 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $57.6M. The largest seller was Renaissance Technologies, cutting an estimated $67.2M.

  • 390 institutional investors held Assurant (AIZ) as of Q4 2019, up from 382 in Q3 2019.
  • Funds reported $7.51B of Assurant stock for Q4 2019, up 3.7% quarter-over-quarter.
  • 57 funds opened new Assurant positions in Q4 2019 and 41 closed out, a net change of +16 holders.
  • The largest Assurant buyer in Q4 2019 was Viking Global Investors, an estimated $57.6M added.
  • The largest Assurant seller in Q4 2019 was Renaissance Technologies, an estimated $67.2M sold.

Based on aggregated 13F filings for Q4 2019.