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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 %
Truist Financial
201
Truist Financial
North Carolina
$1.36M +$1.02M +6,077 +306%
YCM
202
Yousif Capital Management
Michigan
$1.34M -$148K -878 -10%
Stifel Financial
203
Stifel Financial
Missouri
$1.34M +$468K +2,779 +54%
CIC
204
Cornercap Investment Counsel
Georgia
$1.33M -$1.01K -6 -0.1%
MYAM
205
Meiji Yasuda Asset Management
Japan
$1.31M -$43.1K -256 -3%
PS
206
Pensionfund Sabic
Netherlands
$1.26M – – –
Baird Financial Group
207
Baird Financial Group
Wisconsin
$1.25M -$44K -261 -3%
DIA
208
Dana Investment Advisors
Wisconsin
$1.23M -$35.7K -212 -3%
EI
209
Ethic Inc
New York
$1.23M +$43K +255 +4%
SG Americas Securities
210
SG Americas Securities
New York
$1.21M -$1.41M -8,364 -54%
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$1.2M -$28K -166 -2%
LPL Financial
212
LPL Financial
California
$1.2M +$1.2M +7,093 New
LAM
213
LECAP Asset Management
United Kingdom
$1.19M +$1.19M +7,077 New
MOACM
214
Mutual of America Capital Management
New York
$1.19M -$64.4K -382 -5%
UFF
215
USA Financial Formulas
Michigan
$1.18M +$1.18M +7,012 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.18M -$371K -2,200 -24%
II
217
Inspire Investing
Idaho
$1.17M +$70.3K +417 +6%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$1.14M -$28.1K -167 -2%
UIM
219
USS Investment Management
United Kingdom
$1.13M -$303K -1,800 -21%
X
220
Xponance
Pennsylvania
$1.13M -$261K -1,547 -19%
IMRF
221
Illinois Municipal Retirement Fund
Illinois
$1.08M – – –
TRCT
222
Tower Research Capital (TRC)
New York
$1.07M +$73.5K +436 +7%
OPERF
223
Oregon Public Employees Retirement Fund
Oregon
$1.06M +$371K +2,200 +54%
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$1.06M -$17.5K -104 -2%
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$1.04M -$18.4K -109 -2%
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