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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
Arrowstreet Capital
326
Arrowstreet Capital
Massachusetts
-$8.46M -167,400 Closed
Marshall Wace
327
Marshall Wace
United Kingdom
-$6.09M -120,531 Closed
QC
328
Quadrature Capital
United Kingdom
-$3.9M -77,400 Closed
Citadel Advisors
329
Citadel Advisors
Florida
-$3.81M -72,036 Closed
CCM
330
Cinctive Capital Management
New York
-$2.97M -58,720 Closed
AC
331
Athanor Capital
New York
-$2.84M -56,223 Closed
Wellington Management Group
332
Wellington Management Group
Massachusetts
-$2.77M -54,732 Closed
Acadian Asset Management
333
Acadian Asset Management
Massachusetts
-$2.38M -47,079 Closed
CSS
334
Cubist Systematic Strategies
Connecticut
-$1.31M -25,935 Closed
DTL
335
Dynamic Technology Lab
Singapore
-$1.2M -23,787 Closed
YIH
336
Y-Intercept (HK)
Hong Kong
-$1.22M -20,235 Closed
SSA
337
Schonfeld Strategic Advisors
New York
-$879K -17,400 Closed
CCIA
338
Campbell & Co Investment Adviser
Maryland
-$781K -15,449 Closed
MAP
339
Moody Aldrich Partners
Massachusetts
-$778K -15,400 Closed
BBVA
340
Banco Bilbao Vizcaya Argentaria
Spain
-$728K -14,422 Closed
HBT
341
Hills Bank & Trust
Iowa
-$708K -14,000 Closed
MME
342
Meag Munich Ergo
Germany
-$641K -12,677 Closed
QSS
343
Quantitative Systematic Strategies
Florida
-$556K -11,006 Closed
N
344
Natixis
France
-$528K -10,448 Closed
TI
345
Trexquant Investment
Connecticut
-$515K -10,197 Closed
MFM
346
MD Financial Management
Ontario, Canada
-$444K -8,807 Closed
FA
347
FDx Advisors
Illinois
-$430K -8,510 Closed
QI
348
QS Investors
New York
-$324K -6,420 Closed
CAG
349
Csenge Advisory Group
Florida
-$327K -6,369 Closed
AIC
350
Ameritas Investment Company
Nebraska
-$267K -5,283 Closed