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Sun Life Financial

380 hedge funds and large institutions have $12.8B invested in Sun Life Financial in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 110 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $12.6B → $12.8B (+$173M)

0.31% more ownership

Funds ownership: 45.8%46.11% (+0.31%)

60% less call options, than puts

Call options by funds: $193M | Put options by funds: $489M

Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$193M
Puts
$489M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$2.03B
2
$1.01B
3
$687M
4
$685M
5
$629M
6
$538M
7
$488M
8
$402M
9
$373M
10
$336M
11
$334M
12
$327M
13
$312M
14
$297M
15
$235M
16
$169M
17
$164M
18
$154M
19
$143M
20
$142M
21
$141M
22
$141M
23
$122M
24
$116M
25
$110M