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Sun Life Financial

323 hedge funds and large institutions have $14.9B invested in Sun Life Financial in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
Holders Change %
0%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
101
Reduced
102
Closed
23
Calls
$331M
Puts
$461M
Net Calls
-$130M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Shares
Change %
FBT
226
First Bank & Trust
South Dakota
$248K
Pacer Advisors
227
Pacer Advisors
Pennsylvania
$245K +$7.58K +147 +3%
Stifel Financial
228
Stifel Financial
Missouri
$244K +$5.08K +99 +2%
CA
229
Cetera Advisors
Colorado
$242K +$242K +4,702 New
V
230
Veritable
Delaware
$237K
CCT
231
Capital City Trust
Florida
$236K -$10.1K -197 -4%
GWM
232
Geneos Wealth Management
Colorado
$228K
FAM
233
Flaharty Asset Management
Florida
$227K
ATC
234
Argent Trust Co
Tennessee
$224K -$20.2K -393 -8%
HI
235
Harbour Investments
Wisconsin
$222K
WFI
236
West Family Investments
California
$220K -$20.9K -407 -9%
LC
237
Lindbrook Capital
California
$207K +$9.88K +192 +5%
RG
238
Rathbones Group
United Kingdom
$205K
CHC
239
City Holding Co
West Virginia
$190K
PA
240
Parallel Advisors
California
$176K +$154 +3 +0.1%
FHA
241
First Horizon Advisors
Tennessee
$156K
SIC
242
Salem Investment Counselors
North Carolina
$154K
IBOK
243
Independence Bank of Kentucky
Kentucky
$146K
WT
244
Whittier Trust
California
$144K +$144K +2,793 New
HNB
245
Huntington National Bank
Ohio
$130K +$9.21K +179 +8%
LWCFA
246
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$129K -$31K -600 -19%
QCG
247
Quadrant Capital Group
Ohio
$129K +$9.09K +177 +8%
Bessemer Group
248
Bessemer Group
New Jersey
$128K
TF
249
TimeScale Financial
Massachusetts
$123K
Macquarie Group
250
Macquarie Group
Australia
$123K