Sun Life Financial (SLF)

• Market cap: $31.9B
• 1 day: 2.03%
• 5 days: 0.31%
• 1 month: 0.49%
• 3 months: -7.74%
• 6 months: -1.98%
• Year to date: -5.99%
• 1 year: 1.50%
• 5 years: 78.31%
• 10 years: 74.60%
• Sector: Financials
• Industry: Life Insurance

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

42% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 112

5% more capital invested

Capital invested by funds: $15.6B [Q3] → $16.4B (+$819M) [Q4]

4% more funds holding

Funds holding: 416 [Q3] → 433 (+17) [Q4]

1.32% more ownership

Funds ownership: 46.48% [Q3] → 47.8% (+1.32%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]

63% less call options, than puts

Call options by funds: $148M | Put options by funds: $395M