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Sun Life Financial
SLF

Overview Fund Activity

381 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
37
Increased
121
Reduced
133
Closed
33
Calls
$311M
Puts
$576M
Net Calls
-$265M
Net Calls Change
+$30.4M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
$370M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$517M
3
Goldman Sachs
Goldman Sachs
New York
$88.7M
4
Fidelity International
Fidelity International
Bermuda
$749M
5
Bank of America
Bank of America
North Carolina
$166M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$91.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$688M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$42.4M
4
Millennium Management
Millennium Management
New York
$7.37M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
376
Gradient Investments
Minnesota
$1.41K +$1.41K +27 New
MWM
377
Mascoma Wealth Management
New Hampshire
$1.02K – – –
PCM
378
Penserra Capital Management
California
$1K – – –
Kayne Anderson Rudnick Investment Management
379
Kayne Anderson Rudnick Investment Management
California
$313 – – –
CA
380
Clearstead Advisors
Ohio
$105 -$26.6K -507 -100%
FGAM
381
Financial Gravity Asset Management
Texas
$35 – – –
UH
382
Unigestion Holding
Switzerland
– -$7.3M -157,829 Closed
D.E. Shaw & Co
383
D.E. Shaw & Co
New York
– -$5.5M -117,670 Closed
Wellington Management Group
384
Wellington Management Group
Massachusetts
– -$2.85M -61,135 Closed
CAM
385
ClariVest Asset Management
California
– -$2.53M -54,320 Closed
PAMP
386
Polar Asset Management Partners
Ontario, Canada
– -$2.36M -50,500 Closed
WBC
387
Westpac Banking Corp
Australia
– -$3.06M -48,439 Closed
SWG
388
Summit Wealth Group
Vermont
– -$1K -25,405 Closed
EP
389
Edgestream Partners
New Jersey
– -$1.16M -24,740 Closed
PRC
390
Pearl River Capital
Michigan
– -$1.15M -24,610 Closed
DA
391
Duality Advisers
Florida
– -$985K -21,090 Closed
N
392
Natixis
France
– -$820K -17,560 Closed
EF
393
Empowered Funds
Pennsylvania
– -$816K -17,467 Closed
Twin Tree Management
394
Twin Tree Management
Texas
– -$809K -17,327 Closed
Balyasny Asset Management
395
Balyasny Asset Management
Illinois
– -$739K -15,834 Closed
CSS
396
Cubist Systematic Strategies
Connecticut
– -$616K -13,197 Closed
LOAMS
397
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$609K -7,150 Closed
TI
398
Trexquant Investment
Connecticut
– -$316K -6,765 Closed
ASN
399
Advisory Services Network
Georgia
– -$291K -6,239 Closed
HCM
400
Heathbridge Capital Management
Ontario, Canada
– -$280K -6,000 Closed
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