SUN LIFE FINANCIAL INC hedge fund holdings
SLFNYSE$78.61+0.04 (+0.05% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
SLF · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+28.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 121 | 98 | $4.44B | $776M | 416 | Aug 14, 2025 |
| Q3 2025 | 119 | 120 | $688M | $4.18B | 406 | Nov 14, 2025 |
| Q4 2025 | 121 | 109 | $988M | $1.39B | 413 | Feb 14, 2026 |
| Q1 2026 | 138 | 88 | $1.19B | $997M | 426 | May 15, 2026 |
| Q2 2026 | 178 | 98 | $1.69B | $1.48B | 458 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
458 filersNew position
61$156M+1.99M sh
Increased
117$1.53B+19.5M sh
Reduced
75-$1.39B-17.7M sh
Out / sold
23-$88.2M-1.12M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| FIL Ltd | Added 178064.08% | +$464M | $465M | 0.33% | Aug 13, 2026 |
| CIBC Asset Management Inc | Added 182.56% | +$194M | $301M | 0.66% | Aug 3, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Reduce 87.51% | -$110M | $15.7M | 0.02% | Aug 13, 2026 |
| Cibc World Market Inc. | Reduce 13.31% | -$97.3M | $634M | 1.02% | Aug 13, 2026 |
| Beutel, Goodman & Co Ltd. | Reduce 40.03% | -$91.3M | $137M | 1.01% | Aug 12, 2026 |
| 1832 Asset Management L.P. | Reduce 12.12% | -$86.2M | $625M | 0.31% | Aug 13, 2026 |
| Cardinal Capital Management, Inc. | Reduce 47.62% | -$83.3M | $91.6M | 2.22% | Jul 10, 2026 |
| Fiera Capital Corp | Added 35.82% | +$64.6M | $245M | 0.89% | Aug 7, 2026 |
| Picton Mahoney Asset Management | Added 49.92% | +$53.8M | $161M | 1.19% | Aug 13, 2026 |
| Wellington Management Group LLP | Added 29.49% | +$50.2M | $221M | 0.04% | Aug 14, 2026 |
| MUFG Securities EMEA plc | New Buy | +$47M | $47M | 0.49% | Aug 12, 2026 |
| Caisse de depot et placement du Quebec | Added 55.27% | +$41.5M | $117M | 0.17% | Aug 14, 2026 |
| Public Sector Pension Investment Board | Added 75.49% | +$30.8M | $71.7M | 0.19% | Aug 13, 2026 |
| Intact Investment Management Inc. | Added 71.62% | +$22.9M | $54.9M | 1.56% | Jul 20, 2026 |
| Canada Pension Plan Investment Board | Reduce 6.43% | -$20.1M | $293M | 0.16% | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 43.37% | -$18.7M | $24.5M | 0.04% | Aug 13, 2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | Sell 100% | -$17.9M | $0 | 0.00% | Jul 16, 2026 |
| Kepler Cheuvreux (Suisse) SA | Reduce 87.50% | -$16.6M | $2.37M | 0.14% | Jul 15, 2026 |
| Value Partners Investments Inc. | Reduce 18.20% | -$16.1M | $72.2M | 5.04% | Jul 15, 2026 |
| Bridgewater Associates, LP | Sell 100% | -$15.7M | $0 | 0.00% | Aug 14, 2026 |
| Nicola Wealth Management Ltd. | Reduce 48.07% | -$14.9M | $16.1M | 1.85% | Aug 6, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 17.04% | -$13.4M | $65.1M | 0.07% | Aug 13, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | Reduce 64.08% | -$13.1M | $7.33M | 0.16% | Jul 24, 2026 |
| SIG North Trading, ULC | Sell 100% | -$12.2M | $0 | 0.00% | Aug 14, 2026 |
| Sienna Gestion | Sell 100% | -$11.6M | $0 | 0.00% | Aug 13, 2026 |
| Agf Management Ltd | Added 14.41% | +$10.7M | $84.8M | 0.33% | Aug 10, 2026 |
| First Trust Advisors LP | Reduce 23.32% | -$10.6M | $34.9M | 0.02% | Aug 11, 2026 |
| Lighthouse Investment Partners, LLC | Reduce 92.33% | -$10.3M | $852K | 0.02% | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 10.86% | +$9.51M | $97.1M | 0.07% | Aug 13, 2026 |
| Letko, Brosseau & Associates Inc | Reduce 3.68% | -$9.42M | $247M | 3.65% | Aug 13, 2026 |
| Scotia Capital Inc. | Reduce 3.63% | -$9.25M | $246M | 0.92% | Aug 11, 2026 |
| AustralianSuper Pty Ltd | Sell 100% | -$6.89M | $0 | 0.00% | Aug 12, 2026 |
| Van Eck Associates Corp | Reduce 11.63% | -$6.75M | $51.3M | 0.03% | Aug 14, 2026 |
| APG Asset Management N.V. | Added 29.38% | +$6.04M | $26.6M | 0.07% | Aug 12, 2026 |
| Maryland State Retirement & Pension System | Added 102.38% | +$5.03M | $9.94M | 0.17% | Jul 30, 2026 |
| OMERS ADMINISTRATION Corp | Reduce 20.11% | -$5.01M | $19.9M | 0.12% | Aug 13, 2026 |
| Fideuram Asset Management (Ireland) dac | Added 848.83% | +$4.69M | $5.24M | 0.10% | Jul 23, 2026 |
| Quantinno Capital Management LP | Added 31.48% | +$4.68M | $19.6M | 0.02% | Aug 13, 2026 |
| Mn Services Vermogensbeheer B.V. | Reduce 26.09% | -$4.5M | $12.7M | 0.10% | Jul 31, 2026 |
| Aviva PLC | Reduce 9.08% | -$4.17M | $41.7M | 0.06% | Aug 13, 2026 |
| Guardian Capital LP | Added 10.85% | +$4M | $40.9M | 0.99% | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | New Buy | +$3.53M | $3.53M | 0.18% | Aug 3, 2026 |
| Aviso Financial Inc. | Reduce 36.01% | -$3.27M | $5.82M | 0.20% | Aug 13, 2026 |
| Mufg Securities (Canada), Ltd. | Reduce 4.61% | -$2.97M | $61.4M | 1.66% | Aug 12, 2026 |
| Purpose Unlimited Inc. | Added 9.18% | +$2.77M | $32.9M | 1.26% | Aug 13, 2026 |
| Sustainable Insight Capital Management, LLC | New Buy | +$2.46M | $2.46M | 1.05% | Aug 19, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added 4.72% | +$2.36M | $52.4M | 0.12% | Aug 13, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | Added 22.46% | +$2.31M | $12.6M | 0.10% | Jul 8, 2026 |
| QV Investors Inc. | Reduce 5.66% | -$2.29M | $38.2M | 2.94% | Jul 21, 2026 |
| Korea Investment CORP | Added 5.69% | +$1.91M | $35.5M | 0.07% | Aug 12, 2026 |
| Generali Asset Management SPA SGR | Reduce 24.94% | -$1.9M | $5.72M | 0.10% | Jul 30, 2026 |
| Twin Tree Management, LP | New Buy | +$1.82M | $1.82M | 0.03% | Aug 12, 2026 |
| Erste Asset Management GmbH | Sell 100% | -$1.68M | $0 | 0.00% | Jul 28, 2026 |
| Ethic Inc. | Added 302.84% | +$1.64M | $2.18M | 0.03% | Jul 29, 2026 |
| Guardian Partners Inc. | Reduce 12.11% | -$1.39M | $10.1M | 0.91% | Jul 29, 2026 |
| Northwest & Ethical Investments L.P. | Reduce 4.26% | -$1.25M | $28.1M | 0.65% | Aug 13, 2026 |
| 111 Capital | Added 182.71% | +$1.2M | $1.86M | 0.32% | Aug 5, 2026 |
| Numerai GP LLC | Sell 100% | -$1.18M | $0 | 0.00% | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | Added 13.36% | +$1.12M | $9.52M | 0.04% | Jul 29, 2026 |
| Bank of Nova Scotia Trust Co | Reduce 4.03% | -$1.12M | $26.6M | 2.21% | Aug 11, 2026 |
| WCG Wealth Advisors LLC | Added 81.69% | +$1.07M | $2.37M | 0.06% | Aug 14, 2026 |
| Lorne Steinberg Wealth Management Inc. | Added 8.57% | +$1.03M | $13.1M | 2.69% | Jul 28, 2026 |
| BCV Asset Management Inc. | Reduce 1.50% | -$1.03M | $67.8M | 2.05% | Aug 10, 2026 |
| Rathbones Group PLC | Reduce 49.71% | -$1.01M | $1.02M | 0.00% | Jul 23, 2026 |
| Osmosis Investment Management UK Ltd | Reduce 37.84% | -$996K | $1.64M | 0.08% | Aug 13, 2026 |
| USS Investment Management Ltd | Reduce 17.09% | -$996K | $4.83M | 0.02% | Aug 11, 2026 |
| Oddo BHF Asset Management Sas | Added 8.82% | +$857K | $10.6M | 0.49% | Aug 13, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | Reduce 7.81% | -$832K | $9.82M | 0.04% | Aug 13, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$790K | $790K | 0.01% | Aug 10, 2026 |
| Vanguard Investments Australia, Ltd. | Added 3.55% | +$765K | $22.3M | 0.06% | Aug 13, 2026 |
| Vident Advisory, LLC | Added 19.66% | +$717K | $4.37M | 0.03% | Aug 12, 2026 |
| Lombard Odier Asset Management (Switzerland) SA | Reduce 75.99% | -$635K | $201K | 0.01% | Aug 14, 2026 |
| Financial & Tax Architects, LLC | Sell 100% | -$562K | $0 | 0.00% | Jul 23, 2026 |
| Natixis Advisors, LLC | Added 12.96% | +$541K | $4.71M | 0.01% | Aug 14, 2026 |
| Pictet Asset Management Holding SA | Added 1.52% | +$502K | $33.5M | 0.03% | Jul 30, 2026 |
| Metis Global Partners, LLC | Reduce 22.46% | -$498K | $1.72M | 0.04% | Aug 10, 2026 |
| UniSuper Management Pty Ltd | Added 36.98% | +$461K | $1.71M | 0.01% | Aug 14, 2026 |
| Utah Retirement Systems | Reduce 9.54% | -$457K | $4.34M | 0.04% | Aug 14, 2026 |
| IMC-Chicago, LLC | New Buy | +$449K | $449K | 0.00% | Aug 6, 2026 |
| Compagnie Lombard Odier SCmA | Reduce 35.63% | -$442K | $799K | 0.01% | Jul 29, 2026 |
| Todd Asset Management LLC | Reduce 0.84% | -$436K | $51.5M | 0.91% | Aug 4, 2026 |
| Yousif Capital Management, LLC | Sell 100% | -$432K | $0 | 0.00% | Jul 16, 2026 |
| denkapparat Operations GmbH | Sell 100% | -$420K | $0 | 0.00% | Aug 6, 2026 |
| Gotham Asset Management, LLC | Reduce 48.94% | -$406K | $424K | 0.00% | Aug 14, 2026 |
| Modern Wealth Management, LLC | New Buy | +$405K | $405K | 0.00% | Aug 14, 2026 |
| Summerhill Capital Management lnc. | Sell 100% | -$380K | $0 | 0.00% | Aug 4, 2026 |
| Burney Co/ | Reduce 7.04% | -$351K | $4.64M | 0.13% | Jul 15, 2026 |
| Optas, LLC | New Buy | +$349K | $349K | 0.05% | Jul 21, 2026 |
| Asahi Life Asset Management Co., Ltd. | New Buy | +$329K | $329K | 0.19% | Aug 11, 2026 |
| Westwood Holdings Group Inc | New Buy | +$301K | $301K | 0.00% | Aug 14, 2026 |
| Corient IA LP | Reduce 66.73% | -$299K | $149K | 0.14% | Aug 12, 2026 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | New Buy | +$289K | $289K | 0.01% | Jul 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | Added 12.08% | +$281K | $2.61M | 0.05% | Aug 14, 2026 |
| Bridgewater Advisors Inc. | New Buy | +$274K | $274K | 0.01% | Aug 5, 2026 |
| Tidal Investments LLC | Reduce 38.89% | -$261K | $410K | 0.00% | Aug 13, 2026 |
| Jain Global LLC | Sell 100% | -$257K | $0 | 0.00% | Aug 14, 2026 |
| Ascent Group, LLC | New Buy | +$256K | $256K | 0.01% | Aug 3, 2026 |
| Royal London Asset Management Ltd | Reduce 2.07% | -$253K | $11.9M | 0.02% | Aug 13, 2026 |
| J. L. Bainbridge & Co., Inc. | New Buy | +$247K | $247K | 0.02% | Jul 22, 2026 |
| Zurich Insurance Group Ltd | Reduce 1.89% | -$247K | $12.8M | 0.09% | Aug 14, 2026 |