SLF icon

Sun Life Financial

323 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-23
Holders Change %
-6.65%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.16M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
301
Pacifica Partners
Canada
$13K
TFS
302
TrustCore Financial Services
Tennessee
$12K
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$12K
AWA
304
Arkadios Wealth Advisors
Georgia
$12K +$6.47K +130 +117%
TFIPS
305
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.3K
AF
306
Advisornet Financial
Minnesota
$10K
FF
307
FourThought Financial
Florida
$10K
Group One Trading
308
Group One Trading
Illinois
$10K +$10K +200 New
BWM
309
Baystate Wealth Management
Massachusetts
$9K
AA
310
Ancora Advisors
Ohio
$8K
AWM
311
Avior Wealth Management
Nebraska
$8K +$51 +1 +0.6%
OC
312
Oakworth Capital
Alabama
$7K
EW
313
Evoke Wealth
California
$5K
GEA
314
Glen Eagle Advisors
New Jersey
$4.33K
EARNEST Partners
315
EARNEST Partners
Georgia
$4K
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$3K
BCWM
317
Bartlett & Co Wealth Management
Ohio
$1.5K
BC
318
Bartlett & Co
Ohio
$1K
AssetMark Inc
319
AssetMark Inc
California
$1K +$1K +14 New
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$1K +$1K +20 New
KJHP
321
K.J. Harrison & Partners
Ontario, Canada
$406 +$43 +838 +12%
WIM
322
Westside Investment Management
California
$18
CCMG
323
Clark Capital Management Group
Pennsylvania
-$41.5M -820,359 Closed
MWNA
324
Marshall Wace North America
New York
-$16.1M -319,098 Closed
Arrowstreet Capital
325
Arrowstreet Capital
Massachusetts
-$8.46M -167,400 Closed