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Sun Life Financial

324 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.1% more ownership

Funds ownership: 46.75%47.85% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

7% more call options, than puts

Call options by funds: $146M | Put options by funds: $136M

4% more capital invested

Capital invested by funds: $13.9B → $14.5B (+$582M)

6% less funds holding

Funds holding: 346324 (-22)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
324
Holders Change
-22
Holders Change %
-6.36%
% 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
25
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
Pacifica Partners
Canada
$13K
PMFA
302
Plante Moran Financial Advisors
Michigan
$13K
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$12K
TFS
304
TrustCore Financial Services
Tennessee
$12K
AWA
305
Arkadios Wealth Advisors
Georgia
$12K +$6.87K +130 +117%
TFIPS
306
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.3K
AF
307
Advisornet Financial
Minnesota
$10K
FF
308
FourThought Financial
Florida
$10K
Group One Trading
309
Group One Trading
Illinois
$10K +$10.6K +200 New
BWM
310
Baystate Wealth Management
Massachusetts
$9K
AA
311
Ancora Advisors
Ohio
$8K
AWM
312
Avior Wealth Management
Nebraska
$8K +$53 +1 +0.6%
OC
313
Oakworth Capital
Alabama
$7K
EW
314
Evoke Wealth
California
$5K
GEA
315
Glen Eagle Advisors
New Jersey
$4.33K
EARNEST Partners
316
EARNEST Partners
Georgia
$4K
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$3K
BCWM
318
Bartlett & Co Wealth Management
Ohio
$1.5K
BC
319
Bartlett & Co
Ohio
$1K
AssetMark Inc
320
AssetMark Inc
California
$1K +$740 +14 New
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$1K +$1.06K +20 New
KJHP
322
K.J. Harrison & Partners
Ontario, Canada
$406 +$44.3K +838 +12%
WIM
323
Westside Investment Management
California
$18
CCMG
324
Clark Capital Management Group
Pennsylvania
-$41.5M -820,359 Closed
MWNA
325
Marshall Wace North America
New York
-$16.1M -319,098 Closed