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Sun Life Financial

346 hedge funds and large institutions have $13.9B invested in Sun Life Financial in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 108 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
Holders Change %
0%
% of All Funds
6.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
117
Reduced
108
Closed
29
Calls
$85.2M
Puts
$66.4M
Net Calls
+$18.9M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
151
Laird Norton Wetherby Wealth Management
California
$1.1M -$1.26K -25 -0.1%
SEI Investments
152
SEI Investments
Pennsylvania
$1.09M -$35.5K -703 -3%
CP
153
Cumberland Partners
Ontario, Canada
$1.08M -$67K -1,325 -6%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$1.02M -$37.6K -745 -4%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$997K +$91K +1,799 +10%
HSA
156
HBK Sorce Advisory
Pennsylvania
$910K
SSA
157
Schonfeld Strategic Advisors
New York
$879K +$283K +5,600 +47%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$841K +$14.7K +290 +2%
Capital World Investors
159
Capital World Investors
California
$818K +$818K +16,189 New
WT
160
Washington Trust
Rhode Island
$809K -$42.1K -832 -5%
CCIA
161
Campbell & Co Investment Adviser
Maryland
$781K +$258K +5,100 +49%
MAP
162
Moody Aldrich Partners
Massachusetts
$778K
American Century Companies
163
American Century Companies
Missouri
$769K +$92.8K +1,836 +14%
EWP
164
Engrave Wealth Partners
Texas
$759K
QP
165
Quilter Plc
United Kingdom
$757K -$18.6K -368 -2%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$751K +$67K +1,324 +10%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$739K +$6.88K +136 +0.9%
William Blair & Company
168
William Blair & Company
Illinois
$736K +$16.4K +325 +2%
BBVA
169
Banco Bilbao Vizcaya Argentaria
Spain
$728K +$178K +3,530 +32%
HBT
170
Hills Bank & Trust
Iowa
$708K -$202K -4,000 -22%
WA
171
Wambolt & Associates
Colorado
$664K +$199K +3,888 +43%
VanEck Associates
172
VanEck Associates
New York
$658K +$117K +2,317 +22%
SW
173
SVB Wealth
Massachusetts
$653K -$3.74K -74 -0.6%
MME
174
Meag Munich Ergo
Germany
$641K -$597K -11,803 -48%
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$621K +$32.9K +651 +6%