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Sun Life Financial
SLF

Overview Fund Activity

346 hedge funds and large institutions have $12B invested in Sun Life Financial in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 95 increasing their positions, 112 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+38
Holders Change %
+12.34%
% of All Funds
6.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
95
Reduced
112
Closed
16
Calls
$62.5M
Puts
$11.4M
Net Calls
+$51.1M
Net Calls Change
-$7.46M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$78.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$57.8M
3
Two Sigma Investments
Two Sigma Investments
New York
+$30.2M
4
AII
AGF Investments Inc
Ontario, Canada
+$25.6M
5
IIM
Intact Investment Management
Quebec, Canada
+$24.2M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$96.3M
2
Fidelity International
Fidelity International
Bermuda
-$54.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$44.1M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.3M
5
CS
Credit Suisse
Switzerland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Burney Company
Virginia
$946K -$62.4K -1,403 -6%
Natixis Advisors
152
Natixis Advisors
Massachusetts
$929K +$19.5K +439 +2%
JAM
153
Jupiter Asset Management
United Kingdom
$814K +$814K +18,359 New
RJA
154
Raymond James & Associates
Florida
$807K +$30.5K +687 +4%
HBT
155
Hills Bank & Trust
Iowa
$800K -$178K -4,000 -18%
HSA
156
HBK Sorce Advisory
Pennsylvania
$800K – – –
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$797K +$22.6K +508 +3%
WT
158
Washington Trust
Rhode Island
$748K +$473K +10,650 +172%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$727K -$845 -19 -0.1%
EWP
160
Engrave Wealth Partners
Texas
$716K – – –
CSS
161
Cubist Systematic Strategies
Connecticut
$702K -$316K -7,100 -31%
MAP
162
Moody Aldrich Partners
Massachusetts
$684K – – –
QP
163
Quilter Plc
United Kingdom
$683K – – –
PP
164
PDT Partners
New York
$679K +$679K +15,267 New
N
165
Natixis
France
$645K +$321K +7,219 +99%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$644K – – –
William Blair & Company
167
William Blair & Company
Illinois
$633K -$5.2K -117 -0.8%
PP
168
Paloma Partners
Connecticut
$625K +$625K +14,066 New
RJFSA
169
Raymond James Financial Services Advisors
Florida
$601K -$92.4K -2,080 -13%
American Century Companies
170
American Century Companies
Missouri
$595K +$241K +5,416 +68%
SW
171
SVB Wealth
Massachusetts
$577K +$195K +4,387 +51%
LPL Financial
172
LPL Financial
California
$562K +$100K +2,251 +22%
Balyasny Asset Management
173
Balyasny Asset Management
Illinois
$561K +$561K +12,628 New
HighTower Advisors
174
HighTower Advisors
Illinois
$531K +$39.3K +889 +8%
SSA
175
Schonfeld Strategic Advisors
New York
$525K +$525K +11,800 New
5 6
7
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