SLF
SUN LIFE FINANCIAL INCMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q1 2017 | 38Q | $28 | $73 | +162% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $48 | $73 | +50% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $48 | $73 | +50% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $48 | $73 | +50% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $48 | $73 | +50% |
| AQR Capital Management | Q1 2025(8Q snapshot) | 5Q | $53 | $73 | +36% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q2 2025 | Q1 2026 | → $68 | +10% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | → $59 | +21% |
| Maverick Capital | Q4 2020 | Q3 2021 | → $44 | +20% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SUN LIFE FINANCIAL INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Aug 12, 2025 — the most recent Form 4 on file — not from today.
- Form 4/Aamend0000945621-25-000744Aug 12, 2025
- Form 4/Aamend0000945621-25-000227Feb 14, 2025
- Form 4/Aamend0000945621-25-000225Feb 14, 2025
- Form 4/Aamend0000945621-25-000220Feb 14, 2025
- Form 40001567619-21-017779Oct 4, 2021
- Form 40001567619-21-017229Sep 17, 2021
- Form 40001567619-20-013672Jul 23, 2020
- Form 40001140361-17-024080Jun 6, 2017
- Form 40001140361-17-008156Feb 17, 2017
- Form 40001140361-17-008154Feb 17, 2017
- Form 40001140361-16-053015Feb 16, 2016
- Form 40001140361-16-053005Feb 16, 2016
- Form 4/Aamend0000745544-13-000002Nov 27, 2013
- Form 4/Aamend0001020523-13-000657Nov 21, 2013
- Form 40001020523-13-000656Nov 21, 2013
Fundamentals
XBRL · SUN LIFE FINANCIAL INCNot enough XBRL history to plot. SUN LIFE FINANCIAL INChasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SUN LIFE FINANCIAL INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 6-KFORM 6-KMay 27, 2026
- 6-KFORM 6-KMay 8, 2026
- 6-KInterim disclosure (foreign)May 7, 2026
- 6-KInterim disclosure (foreign)May 7, 2026
- 6-KFORM 6-KMay 7, 2026
- 6-KFORM 6-KMay 7, 2026
- 6-KFORM 6-KMar 31, 2026
- 6-KFORM 6-KMar 25, 2026
- 6-KFORM 6-KMar 24, 2026
- 6-KInterim disclosure (foreign)Mar 13, 2026
- 6-KFORM 6-KMar 6, 2026
- 6-KFORM 6-KFeb 12, 2026
- 6-KFORM 6-KFeb 12, 2026
- 6-KInterim disclosure (foreign)Feb 12, 2026
- 6-KInterim disclosure (foreign)Feb 12, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2026 | open | $67 | $73 | +8% |
| D.E. Shaw | Q3 2025 | open | $57 | $73 | +27% |
| Renaissance Technologies | Q2 2025 | Q1 2026 | $62 | $68 | +10% |
| AQR Capital Management | Q1 2025 | open | $53 | $73 | +36% |
| Bridgewater Associates | Q3 2024 | open | $48 | $73 | +52% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $48 | $57 | +19% |
| Two Sigma Investments | Q3 2024 | open | $48 | $73 | +50% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $48 | $53 | +10% |
| Millennium Management | Q3 2024 | open | $48 | $73 | +50% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $48 | $59 | +21% |
| Maverick Capital | Q4 2020 | Q3 2021 | $36 | $44 | +20% |
| Bridgewater Associates | Q3 2017 | Q3 2020 | $27 | $34 | +28% |
| Bridgewater Associates | Q1 2017 | Q2 2017 | $28 | $24 | -13% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.