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Sun Life Financial

323 hedge funds and large institutions have $14.9B invested in Sun Life Financial in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
Holders Change %
0%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
101
Reduced
102
Closed
23
Calls
$331M
Puts
$461M
Net Calls
-$130M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
201
Heathbridge Capital Management
Ontario, Canada
$329K
Ameriprise
202
Ameriprise
Minnesota
$326K -$37.7K -733 -10%
SCM
203
Stonebridge Capital Management
California
$323K
PA
204
Pinnacle Associates
New York
$317K
GIBU
205
Gulf International Bank (UK)
United Kingdom
$310K -$11.3K -221 -4%
ASN
206
Advisory Services Network
Georgia
$301K +$2.16K +42 +0.7%
UC
207
Unio Capital
New Jersey
$297K -$65.2K -1,268 -18%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$292K +$292K +5,684 New
CB
209
Cadence Bank
Mississippi
$286K +$286K +5,566 New
CAM
210
Cozad Asset Management
Illinois
$283K
AAM
211
Advisors Asset Management
Colorado
$282K -$9.2K -179 -3%
NB
212
Northwest Bancshares
Pennsylvania
$280K
RFC
213
Regions Financial Corp
Alabama
$279K
ST
214
Smithfield Trust
Pennsylvania
$278K
SDJVC
215
St. Denis J. Villere & Co
Louisiana
$278K
Capital International Investors
216
Capital International Investors
California
$277K
EVM
217
Eaton Vance Management
Massachusetts
$271K +$10.3K +253 +4%
RPCA
218
Running Point Capital Advisors
California
$266K
ECM
219
Evergreen Capital Management
Washington
$263K -$35.8K -696 -12%
CAM
220
Cresset Asset Management
Illinois
$263K +$263K +5,124 New
MA
221
MONECO Advisors
Connecticut
$258K +$205 +4 +0.1%
HWAM
222
Hennion & Walsh Asset Management
New Jersey
$256K -$7.97K -155 -3%
ARG
223
Advisory Resource Group
Oklahoma
$256K +$23.9K +464 +10%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$256K +$256K +4,982 New
Credit Agricole
225
Credit Agricole
France
$249K +$15.9K +309 +7%