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Sun Life Financial

304 hedge funds and large institutions have $8.41B invested in Sun Life Financial in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-21
Holders Change %
-6.46%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
34
Increased
104
Reduced
92
Closed
52
Calls
$82.5M
Puts
$3.99M
Net Calls
+$78.5M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
251
Atlas Capital Advisors
Wyoming
$23.9K -$13.5K -420 -36%
First Manhattan
252
First Manhattan
New York
$23K
FA
253
Financial Advantage
Maryland
$23K
FCM
254
Firestone Capital Management
Florida
$23K
LWANC
255
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K
SL
256
Savior LLC
Massachusetts
$22K
NFG
257
Next Financial Group
Texas
$21K -$193 -6 -0.9%
CAGAS
258
Capital Advisory Group Advisory Services
Minnesota
$19K +$19K +600 New
MIP
259
Mondrian Investment Partners
United Kingdom
$18K
SWA
260
Sutton Wealth Advisors
Florida
$17.7K +$17.7K +552 New
PCG
261
Private Capital Group
Connecticut
$17K
GAM
262
Gemmer Asset Management
California
$17K +$1.81K +58 +12%
EFSCE
263
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$10.5K +322 +163%
SA
264
SRH Advisors
Kansas
$16K
RFA
265
Reilly Financial Advisors
California
$16K
AIC
266
Ameritas Investment Company
Nebraska
$16K +$131 +4 +0.8%
AWM
267
Atticus Wealth Management
Florida
$16K +$16K +491 New
CG
268
Cutler Group
California
$16K +$16K +500 New
CA
269
Clearstead Advisors
Ohio
$16K +$16K +507 New
CCM
270
Covington Capital Management
California
$15K
GRP
271
Global Retirement Partners
California
$15K +$33 +1 +0.2%
JCM
272
Jacobi Capital Management
Pennsylvania
$15K +$164 +5 +1%
BL
273
Balentine LLC
Georgia
$15K +$10.8K +342 +261%
HI
274
Human Investing
Oregon
$14K
PC
275
PhiloSmith Capital
Connecticut
$10K