Sun Life Financial Inc.
Hedge Funds Holdings

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Sun Life Financial Inc.‘s stocks are currently a part of 341 hedge funds’ portfolios, which represents 46.48% of the total amount of its stocks outstanding. This makes up a total of 274.25M shares of Sun Life Financial Inc.. Compared to the previous quarter, the number grew by 2.14% or 5.73M shares more. As for the holding position changes, 36.36% (124) of current hedge fund investors increased the number of shares held, 29.33% (100) of current holders sold a part of the shares held, and 10.56% (36) closed the holdings completely. 38 hedge funds are new holders of Sun Life Financial Inc. stock in Q2 2022, it is 11.14% of total holders.

Hedge funds holding Sun Life Financial (Q3 2017 – Q2 2022)

Number of hedge funds
Q3 2017 273
Q4 2017 298
Q1 2018 301
Q2 2018 300
Q3 2018 308
Q4 2018 292
Q1 2019 298
Q2 2019 295
Q3 2019 300
Q4 2019 315
Q1 2020 295
Q2 2020 291
Q3 2020 299
Q4 2020 333
Q1 2021 334
Q2 2021 311
Q3 2021 312
Q4 2021 342
Q1 2022 343
Q2 2022 341

Hedge funds changes in Sun Life Financial positions (Q3 2017 – Q2 2022)

Changes in positions
Q3 2017 3183941946
Q4 2017 4185871570
Q1 2018 3085942468
Q2 2018 3194852961
Q3 2018 32971002455
Q4 2018 3791975215
Q1 2019 3089992357
Q2 2019 2599942750
Q3 2019 29101862064
Q4 2019 47861022654
Q1 2020 32101905022
Q2 2020 26108872941
Q3 2020 36901062641
Q4 2020 54941081661
Q1 2021 311141052856
Q2 2021 231101034530
Q3 2021 2699992167
Q4 2021 51113922363
Q1 2022 341201012860
Q2 2022 381241003643

Hedge funds changes in Sun Life Financial stock options (Q3 2017 – Q2 2022)

Changes in stock options
Q3 2017 59,279,000 16,669,000
Q4 2017 53,154,000 17,415,000
Q1 2018 8,170,000 6,953,000
Q2 2018 24,798,000 4,753,000
Q3 2018 14,630,000 9,944,000
Q4 2018 14,165,000 7,169,000
Q1 2019 35,384,000 10,709,000
Q2 2019 35,701,000 12,420,000
Q3 2019 66,970,000 16,136,000
Q4 2019 64,870,000 15,303,000
Q1 2020 82,265,000 3,748,000
Q2 2020 60,392,000 3,747,000
Q3 2020 64,942,000 6,163,000
Q4 2020 62,409,000 11,293,000
Q1 2021 85,249,000 63,162,000
Q2 2021 145,895,000 134,225,000
Q3 2021 330,918,000 458,514,000
Q4 2021 204,887,000 460,968,000
Q1 2022 132,974,000 348,295,000
Q2 2022 147,228,000 275,137,000

Top 50 hedge fund holders of Sun Life Financial Inc. (NYSE:SLF)

Hedge fund Value Shares owned Portfolio share
ROYAL BANK OF CANADA 2.07B 52.06M 0.651%
VANGUARD GROUP INC 835.60M 21.01M 0.025%
MACKENZIE FINANCIAL CORP 665.18M 16.74M 1.144%
TD ASSET MANAGEMENT INC 539.53M 13.44M 0.676%
BANK OF MONTREAL /CAN/ 525.59M 12.17M 0.227%
BANK OF NOVA SCOTIA 448.47M 11.26M 1.426%
BEUTEL, GOODMAN & CO LTD. 425.15M 10.60M 2.875%
FIL LTD 379.80M 9.55M 0.488%
CIBC WORLD MARKET INC. 327.59M 8.24M 1.258%
CIBC ASSET MANAGEMENT INC 289.94M 7.26M 1.272%
MANUFACTURERS LIFE INSURANCE COMPANY, THE 260.56M 6.48M 0.183%
1832 ASSET MANAGEMENT L.P. 246.45M 6.19M 0.525%
FMR LLC 230.11M 5.78M 0.024%
TORONTO DOMINION BANK 181.32M 4.50M 0.323%
LEGAL & GENERAL GROUP PLC 150.75M 3.77M 0.059%
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 148.59M 3.74M 0.973%
CIBC WORLD MARKET INC. 138.92M 3.49M 0.534%
LETKO, BROSSEAU & ASSOCIATES INC 125.09M 3.12M 2.481%
SCOTIA CAPITAL INC. 114.84M 2.88M 0.929%
JPMORGAN CHASE & CO 107.48M 2.70M 0.015%
SWISS NATIONAL BANK 105.67M 2.63M 0.076%
AMUNDI 99.20M 2.36M 0.059%
ROYAL BANK OF CANADA 92.56M 2.32M 0.029%
BANK OF AMERICA CORP /DE/ 91.53M 2.30M 0.011%
MORGAN STANLEY 86.52M 2.17M 0.012%
CANADA PENSION PLAN INVESTMENT BOARD 82.13M 2.05M 0.140%
MILLENNIUM MANAGEMENT LLC Israel Englander 79.64M 1.45M 0.047%
GEODE CAPITAL MANAGEMENT, LLC 75.84M 1.88M 0.011%
NATIONAL BANK OF CANADA /FI/ 74.41M 1.87M 0.399%
ALBERTA INVESTMENT MANAGEMENT CORP 73.92M 1.84M 0.568%
AGF INVESTMENTS INC. 73.83M 1.85M 0.698%
MAN GROUP PLC Ian Livingston 67.95M 1.70M 0.315%
DIMENSIONAL FUND ADVISORS LP 67.68M 1.70M 0.026%
SUMITOMO MITSUI TRUST HOLDINGS, INC. 66.78M 1.67M 0.055%
INVESCO LTD. 65.20M 1.63M 0.021%
FIRST TRUST ADVISORS LP 62.19M 1.56M 0.081%
GOLDMAN SACHS GROUP INC 58.24M 1.46M 0.013%
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 57.49M 1.44M 0.648%
VALUE PARTNERS INVESTMENTS INC. 57.37M 1.43M 5.727%
QV INVESTORS INC. 49.48M 1.23M 4.777%
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 48.67M 1.21M 0.142%
CREDIT SUISSE AG/ 45.81M 833.98K 0.051%
HSBC HOLDINGS PLC 44.03M 1.09M 0.072%
CIBC WORLD MARKET INC. 43.87M 1.10M 0.169%
FRANKLIN RESOURCES INC 43.26M 1.08M 0.024%
MILLENNIUM MANAGEMENT LLC Israel Englander 42.41M 1.06M 0.025%
DEKABANK DEUTSCHE GIROZENTRALE 33.78M 845.61K 0.100%
CARDINAL CAPITAL MANAGEMENT, INC. 30.91M 771.32K 1.883%
RUSSELL INVESTMENTS GROUP, LTD. 29.67M 742.43K 0.065%
MONTRUSCO BOLTON INVESTMENTS INC. 29.15M 729.19K 0.768%