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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
76
Prudential plc
United Kingdom
$15.6M -$529K -10,020 -3%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$14.1M -$10.4M -196,981 -42%
HIM
78
Hillsdale Investment Management
Ontario, Canada
$14M -$13.8M -261,307 -49%
Barclays
79
Barclays
United Kingdom
$13.9M +$6.3M +119,298 +80%
Wells Fargo
80
Wells Fargo
California
$13.7M +$11M +208,161 +362%
TRSOTSOK
81
Teachers Retirement System of the State of Kentucky
Kentucky
$13.3M
SAI
82
Systematic Alpha Investments
New Jersey
$13.2M
JFL
83
Jarislowsky, Fraser Ltd
Quebec, Canada
$12.9M -$547K -10,351 -4%
IIM
84
Intact Investment Management
Quebec, Canada
$12.7M +$2.86M +54,100 +37%
PAMU
85
Pictet Asset Management (UK)
United Kingdom
$12M -$713K -13,489 -5%
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$11.8M +$148K +2,804 +1%
FAF
87
Första AP-fonden
Sweden
$11.3M +$63.4K +1,200 +0.6%
WCA
88
Waratah Capital Advisors
Ontario, Canada
$11.2M +$921K +17,441 +9%
ACI
89
AMP Capital Investors
Australia
$11M +$445K +8,425 +4%
GCAC
90
Guardian Capital Advisors (Canada)
Ontario, Canada
$10.8M -$404K -7,650 -4%
Aviva
91
Aviva
United Kingdom
$9.9M -$219K -4,138 -2%
BONST
92
Bank of Nova Scotia Trust
Ontario, Canada
$9.13M +$839K +15,876 +10%
Public Sector Pension Investment Board (PSP Investments)
93
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.53M -$26.4M -500,403 -77%
Axa
94
Axa
France
$7.47M -$2.23M -42,210 -23%
Citigroup
95
Citigroup
New York
$7.03M -$46.4K -879 -0.6%
Jane Street
96
Jane Street
New York
$6.64M +$4.59M +86,904 +207%
NIPH
97
NN Investment Partners Holdings
Netherlands
$6.58M +$534K +10,106 +9%
AAF
98
Andra AP-fonden
Sweden
$6.49M -$222K -4,200 -4%
SAM
99
Shell Asset Management
Netherlands
$6.41M -$2.53M -47,900 -28%
M
100
MOTCO
Texas
$6.31M +$416K +7,881 +7%