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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
DWM
126
Dorchester Wealth Management
Quebec, Canada
$1.7M -$95.1K -1,800 -5%
SGA
127
Strategic Global Advisors
California
$1.67M +$9.88K +187 +0.6%
Assenagon Asset Management
128
Assenagon Asset Management
Luxembourg
$1.43M +$169K +3,197 +13%
VRS
129
Virginia Retirement Systems
Virginia
$1.38M -$3.52M -66,700 -71%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$1.35M +$37K +700 +3%
US Bancorp
131
US Bancorp
Minnesota
$1.3M -$1.53K -29 -0.1%
M&T Bank
132
M&T Bank
New York
$1.29M
QT
133
Quantbot Technologies
New York
$1.24M -$322K -6,104 -20%
LNWWM
134
Laird Norton Wetherby Wealth Management
California
$1.14M +$19.3K +366 +2%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$1.13M -$210K -3,983 -15%
BC
136
Burney Company
Virginia
$1.12M -$20.1K -380 -2%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$1.11M +$68.8K +1,303 +6%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$1.1M +$89.2K +1,689 +9%
CS
139
Candriam SCA
Luxembourg
$1.06M -$11.8M -223,669 -92%
SEI Investments
140
SEI Investments
Pennsylvania
$1.06M -$58.7K -1,112 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
141
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.03M -$12.9M -245,100 -92%
American Century Companies
142
American Century Companies
Missouri
$1.02M +$237K +4,478 +29%
RAM
143
Rempart Asset Management
Canada
$995K +$1.02M +19,312 New
Osaic Holdings
144
Osaic Holdings
Arizona
$970K -$389K -7,370 -28%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$962K +$201K +3,810 +26%
SLAM
146
Swiss Life Asset Management
$931K +$954K +18,055 New
HSA
147
HBK Sorce Advisory
Pennsylvania
$928K
Capital World Investors
148
Capital World Investors
California
$926K +$93.6K +1,771 +11%
Fayez Sarofim & Co
149
Fayez Sarofim & Co
Texas
$891K +$914K +17,294 New
WA
150
Wambolt & Associates
Colorado
$867K +$198K +3,739 +29%