We are live on ! Find out more
AIZ icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$918M +$4.71M +36,618 +0.5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$754M -$3.97M -30,870 -0.5%
BlackRock
3
BlackRock
New York
$575M +$27M +209,905 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$538M -$49M -380,684 -8%
State Street
5
State Street
Massachusetts
$407M -$2.23M -17,344 -0.6%
Viking Global Investors
6
Viking Global Investors
Connecticut
$244M +$57.6M +447,370 +32%
Invesco
7
Invesco
Georgia
$224M -$28.2M -219,234 -11%
LAM
8
Lyrical Asset Management
New York
$211M -$6.67M -51,831 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$200M -$17.2M -133,957 -8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$177M -$4.95M -38,495 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$158M +$6.75M +52,466 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$129M +$4.42M +34,375 +4%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$128M +$6.14M +47,723 +5%
SC
14
Samlyn Capital
New York
$122M +$9.99M +77,616 +9%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$110M +$628K +4,876 +0.6%
AQR Capital Management
16
AQR Capital Management
Connecticut
$108M +$22M +171,131 +26%
Norges Bank
17
Norges Bank
Norway
$98.9M -$11.1M -86,237 -10%
WHG
18
Westwood Holdings Group
Texas
$96.9M -$1.66M -12,903 -2%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$89.2M -$12.8M -99,662 -13%
Northern Trust
20
Northern Trust
Illinois
$88.1M -$1.11M -8,607 -1%
Charles Schwab
21
Charles Schwab
California
$82.9M +$701K +5,450 +0.9%
N
22
Nuveen
North Carolina
$82.6M +$37.1M +288,538 +85%
Goldman Sachs
23
Goldman Sachs
New York
$80.2M +$19.5M +151,631 +33%
Renaissance Technologies
24
Renaissance Technologies
New York
$71M -$67.2M -522,110 -49%
WCM
25
Wedge Capital Management
North Carolina
$63.7M -$40.4M -314,287 -39%

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.