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Sun Life Financial
SLF

Overview Fund Activity

308 hedge funds and large institutions have $11.1B invested in Sun Life Financial in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+9
Holders Change %
+3.01%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
35
Increased
91
Reduced
111
Closed
24
Calls
$65M
Puts
$6.52M
Net Calls
+$58.5M
Net Calls Change
+$2.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$485M
2
Norges Bank
Norges Bank
Norway
$335M
3
CS
Credit Suisse
Switzerland
$77.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$618M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$196M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$567M
2
MSE
MUFG Securities EMEA
United Kingdom
$0
3
Citadel Advisors
Citadel Advisors
Florida
$10.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$3.04M
5
Morgan Stanley
Morgan Stanley
New York
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
276
SRH Advisors
Kansas
$20K – – –
CCM
277
Covington Capital Management
California
$19K – – –
GRP
278
Global Retirement Partners
California
$19K +$42 +1 +0.2%
JCM
279
Jacobi Capital Management
Pennsylvania
$19K +$163 +4 +0.9%
AssetMark Inc
280
AssetMark Inc
California
$19K +$17.1K +409 +889%
RFA
281
Reilly Financial Advisors
California
$17K -$3.46K -87 -17%
HI
282
Human Investing
Oregon
$17K – – –
TFM
283
TFC Financial Management
Massachusetts
$16K +$16K +392 New
SIAS
284
Shine Investment Advisory Services
Colorado
$13K – – –
DOA
285
D'Orazio & Associates
Virginia
$13K – – –
HIA
286
Harbor Investment Advisory
Maryland
$12K – – –
PC
287
PhiloSmith Capital
Connecticut
$12K – – –
FFA
288
Founders Financial Alliance
North Carolina
$12K +$12K +300 New
YAL
289
Your Advocates Ltd
Texas
$11K – – –
TFS
290
TrustCore Financial Services
Tennessee
$10K – – –
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
CTC
292
Central Trust Company
Missouri
$8K – – –
AF
293
Advisornet Financial
Minnesota
$8K +$8K +200 New
BWM
294
Baystate Wealth Management
Massachusetts
$7K +$83 +2 +1%
GWS
295
Glassman Wealth Services
Virginia
$7K +$4.82K +115 +221%
BNP Paribas Financial Markets
296
BNP Paribas Financial Markets
France
$6.44K +$6.44K +158 New
AA
297
Ancora Advisors
Ohio
$6K – – –
OC
298
Oakworth Capital
Alabama
$6K – – –
AWM
299
Avior Wealth Management
Nebraska
$6K +$1.74K +45 +41%
EW
300
Evoke Wealth
California
$4K -$1.08K -27 -21%
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