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Sun Life Financial

419 hedge funds and large institutions have $15.5B invested in Sun Life Financial in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 30 closing their positions.

Holders
419
Holders Change
+24
Holders Change %
+6.08%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
57
Increased
124
Reduced
141
Closed
30
Calls
$218M
Puts
$348M
Net Calls
-$131M
Net Calls Change
-$63.8M
Name Market Value Shares Shares
Change
Shares
Change %
OC
351
Oakworth Capital
Alabama
$43.4K 748
HPC
352
HM Payson & Co
Maine
$43.1K 742
Group One Trading
353
Group One Trading
Illinois
$40.6K 700 +700 New
CYG
354
Clean Yield Group
Vermont
$39.2K 676 +676 New
DJSG
355
D.J. St. Germain
Massachusetts
$37.7K 650
AA
356
Addison Advisors
Vermont
$37.7K 650 +361 +125%
GI
357
GAMMA Investing
California
$33.1K 571
NFA
358
Northwest Financial Advisors
Virginia
$32.8K 566 +566 New
AssetMark Inc
359
AssetMark Inc
California
$31.4K 541 +522 +2,747%
MSFP
360
Mark Sheptoff Financial Planning
Connecticut
$30.8K 530
VAMG
361
Voisard Asset Management Group
Michigan
$29.1K 501
SA
362
SRH Advisors
Kansas
$29K 500
AF
363
Advisornet Financial
Minnesota
$29K 500
AWM
364
Atticus Wealth Management
Florida
$28.5K 491
PCMC
365
Planning Capital Management Corporation
Pennsylvania
$27K 465
W
366
WealthCollab
Washington
$26.7K 460
CAS
367
Coppell Advisory Solutions
Texas
$26.5K 458 +458 New
NA
368
Nordwand Advisors
Pennsylvania
$25.4K 438
DSC
369
Duncker Streett & Co
Missouri
$24K 414
TFM
370
TFC Financial Management
Massachusetts
$22.7K 392
GWM
371
Geneos Wealth Management
Colorado
$22.7K 391
GRP
372
Global Retirement Partners
California
$22.6K 390 -2 -0.5%
UB
373
UMB Bank
Missouri
$22K 380 +27 +8%
Lazard Asset Management
374
Lazard Asset Management
New York
$22K 380
HBW
375
Hazlett, Burt & Watson
West Virginia
$22K 370