SUN Life Financial Inc: which funds bought and sold

Institutions that bought and sold SUN Life Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 245 institutions that filed 13F reports for both quarters added to or opened positions in SUN Life Financial, and 158 cut or closed them. Together they sold a net 3.3M shares, −1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.3M shares (+38.3%); index fund managers were net buyers of 981K shares (+3.3%). 70 opened a new position and 27 sold out entirely.

Bought, Q2 2026 245 institutions, 70 of them new holders Sold, Q2 2026 158 institutions, 27 of them sold out

Net change, all compared −3.3M shares (−1.3%)

Net change, active managers +6.3M shares (+38.3%), 24 bought, 15 sold

Buyers versus sellers

institutions compared, 510

245 bought 107 158 sold

Active managers and hedge funds 24 bought · 15 sold · +6.3M

Index fund managers 6 bought · 3 sold · +981K

Other institutions 215 bought · 140 sold · −10.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	+5.9M +178064.1%	5.9M	$465M
CIBC Asset Management Inc	+2.5M +182.6%	3.8M	$301M
Bank Of Montreal	+1.8M +17.8%	12.2M	$959M
Polar Asset Management Partners Inc.	+1.0M New position	1.0M	$78.5M
Fiera Capital Corp	+825K +35.8%	3.1M	$245M
Picton Mahoney Asset Management	+686K +49.9%	2.1M	$161M
Geode Capital Management, LLC Index funds	+675K +11.7%	6.5M	$526M
Wellington Management Group LLP Active manager	+640K +29.5%	2.8M	$221M
Mufg Securities Emea PLC	+600K New position	600K	$47M
Acadian Asset Management LLC Active manager	+561K +6303.1%	570K	$44.7M
Caisse De Depot Et Placement Du Quebec	+529K +55.3%	1.5M	$117M
UBS Group AG	+405K +57.3%	1.1M	$87.1M
Public Sector Pension Investment Board	+393K +75.5%	914K	$71.7M
Quadrature Capital Ltd Hedge fund	+380K +202.0%	568K	$44.6M
Millennium Management LLC Hedge fund	+332K +5446.1%	338K	$26.5M
Vanguard Global Advisers, LLC	+329K +8.3%	4.3M	$336M
Alberta Investment Management Corp	+293K +29.8%	1.3M	$99.9M
Intact Investment Management Inc.	+292K +71.6%	700K	$54.9M
Goldman Sachs Group Inc	+283K +13.3%	2.4M	$188M
Zurcher Kantonalbank (Zurich Cantonalbank)	+238K +158.0%	389K	$30.5M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	+5.9M +178064.1%	5.9M	$465M
Wellington Management Group LLP Active manager	+640K +29.5%	2.8M	$221M
Acadian Asset Management LLC Active manager	+561K +6303.1%	570K	$44.7M
Quadrature Capital Ltd Hedge fund	+380K +202.0%	568K	$44.6M
Millennium Management LLC Hedge fund	+332K +5446.1%	338K	$26.5M
FMR LLC Active manager	+157K +2.7%	6.0M	$471M
Renaissance Technologies LLC Hedge fund	+91K New position	91K	$7.1M
American Century Companies Inc Active manager	+72K +18.5%	460K	$36.1M
D. E. Shaw & Co., Inc. Hedge fund	+68K +20.5%	403K	$31.6M
Lazard Asset Management LLC Active manager	+67K +239.3%	94K	$7.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
TD Asset Management Inc	−3.9M −28.0%	10.1M	$793M
Toronto Dominion Bank	−3.4M −48.4%	3.6M	$285M
Manufacturers Life Insurance Company, The	−3.2M −46.2%	3.7M	$293M
Healthcare Of Ontario Pension Plan Trust Fund	−1.4M −87.5%	200K	$15.7M
CIBC World Market Inc.	−1.2M −13.3%	8.1M	$634M
Beutel, Goodman & Co Ltd.	−1.2M −40.0%	1.7M	$137M
1832 Asset Management L.P.	−1.1M −12.1%	8.0M	$625M
Cardinal Capital Management, Inc.	−1.1M −47.6%	1.2M	$91.6M
Invesco Ltd.	−896K −75.4%	292K	$22.9M
Jupiter Asset Management Ltd Active manager	−852K Sold out	0	—
National Bank Of Canada	−829K −12.4%	5.9M	$458M
Morgan Stanley	−457K −15.3%	2.5M	$198M
Pbu - The Pension Fund Of Early Childhood & Youth Educators	−286K Sold out	0	—
Legal & General Group PLC	−258K −6.7%	3.6M	$280M
Canada Pension Plan Investment Board	−257K −6.4%	3.7M	$293M
Bridgewater Associates, LP Hedge fund	−251K Sold out	0	—
Bank Of America Corp	−240K −21.3%	890K	$69.8M
Canada Life Assurance Co	−240K −43.4%	314K	$24.5M
Value Partners Investments Inc.	−205K −18.2%	921K	$72.2M
Sig North Trading, Ulc	−195K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Jupiter Asset Management Ltd Active manager	−852K Sold out	0	—
Bridgewater Associates, LP Hedge fund	−251K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−183K −32.9%	372K	$29.2M
Man Group PLC Hedge fund	−165K −65.0%	89K	$7M
AQR Capital Management LLC Hedge fund	−150K −28.6%	374K	$29.3M
Balyasny Asset Management L.P. Hedge fund	−146K Sold out	0	—
Lighthouse Investment Partners, LLC Hedge fund	−131K −92.3%	11K	$851,913
Letko, Brosseau & Associates Inc Active manager	−120K −3.7%	3.1M	$247M
Arrowstreet Capital, Limited Partnership Hedge fund	−114K Sold out	0	—
Citadel Advisors LLC Hedge fund	−17K −12.7%	117K	$9.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Polar Asset Management Partners Inc.	1.0M	$78.5M
Mufg Securities Emea PLC	600K	$47M
Renaissance Technologies LLCHedge fund	91K	$7.1M
Quantbot Technologies LPHedge fund	60K	$4.7M
Campbell & Co Investment Adviser LLC	45K	$3.5M
HRT Financial LP	40K	$3.1M
Sustainable Insight Capital Management, LLC	31K	$2.5M
Twin Tree Management, LPHedge fund	23K	$1.8M
Susquehanna International Group, LLP	22K	$1.7M
Xtx Topco Ltd	16K	$1.3M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jupiter Asset Management LtdActive manager	852K	$53.2M
Pbu - The Pension Fund Of Early Childhood & Youth Educators	286K	$17.9M
Bridgewater Associates, LPHedge fund	251K	$15.7M
Sig North Trading, Ulc	195K	$12.2M
Sienna Gestion	186K	$11.6M
Balyasny Asset Management L.P.Hedge fund	146K	$9.1M
Arrowstreet Capital, Limited PartnershipHedge fund	114K	$7.1M
Australiansuper Pty Ltd	110K	$6.9M
Erste Asset Management Gmbh	27K	$1.7M
Numerai Gp LLC	19K	$1.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 492
Ten largest holders: 48.4%
Index fund managers: 12.3%
Active managers and hedge funds: 9.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	15	9	5	+6.3M	+38.3%
Index fund managers	6	3	0	0	+981K	+3.3%
Other institutions	215	140	61	22	−10.6M	−5.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on SUN Life Financial.

Only managers that filed a holdings report for both quarters are compared (510 here). 18 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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