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Massachusetts Financial Services

Massachusetts Financial Services is an investment advisor in Boston with $495.51B assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-17352
FINRA CRD number
110045
AUM ?
$495.51B (as of 31 Mar 21)
Accounts
310 (as of 31 Mar 21)
Employees
1,500 (292 investment advisory or research)
Address
Massachusetts Financial Services
111 HUNTINGTON AVENUE
24TH FLOOR
BOSTON
MA 02199
Office hours
Monday - Friday, 9 A.M. - 5 P.M.
Phone
18006372929
Owner Title From %Ownership
Sun Life of Canada (U.s.) Financial Services Holdings, Inc. Shareholder 12/1997 > 75%
Manning, Robert, James Director, Non-executive Chairman & Chairman of the Board of Directors 01/2021 < 5%
Stelmach, Robin, Ann Vice Chairman 01/2017 < 5%
Sun Life Financial (U.s.) Investments LLC Shareholder 10/2001 > 75%
Sun Life Financial Inc. Shareholder 11/2004 > 75%
Sun Life Financial (U.s.) Holdings, Inc. Shareholder 10/2001 > 75%
Sun Life Assurance Company of Canada - U.s.operations Holdings, Inc. Shareholder 10/2001 > 75%
Sun Life Global Investments Inc. Shareholder 11/2016 > 75%
Kanwal, Amrit, Bir-singh Executive Vice President and Chief Financial Officer 04/2009 < 5%
Roberge, Michael, William Director, Chairman and Chief Executive Officer 01/2021 < 5%
Antonelli, David, Alexander Vice Chairman 07/2010 < 5%
Wolin, Martin, Joel Chief Compliance Officer 07/2015 < 5%
Sun Life 2007-1 Financing Corp. Shareholder 11/2016 > 75%
Hardin, Heidi, Walter Executive Vice President, General Counsel, and Secretary 03/2017 < 5%
Strain, Kevin, D. Director 06/2017 < 5%
Geremia, Carol, William Director and President 01/2018 < 5%
Kennedy, Melissa, Jane Director 01/2020 < 5%
Goulet, Jacques Director 01/2020 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 909 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
$9.65B 40.93M
$6.79B 125.5M
$6.02B 2.92M
$5.83B 21.09M
$5.82B 1.88M
$5.65B 47.85M
$5.62B 12.31M
$5.04B 23.82M
$5B 32.87M
$4.97B 22.88M
$4.58B 27.86M
$4.53B 19.67M
$3.97B 33.58M
$3.82B 32.93M
$3.72B 19.67M
$3.65B 13.03M
$3.56B 10.87M
$3.34B 14.83M
$3.2B 26.67M
$3.19B 82.66M
$3.19B 26.08M
$3.17B 40.17M
$3.08B 22.49M
$3.06B 12.66M
$2.92B 9.92M
$2.85B 5.99M
$2.69B 19.14M
$2.53B 21.22M
$2.52B 16.8M
$2.5B 25.88M
$2.46B 15.54M
$2.4B 6.74M
$2.29B 10.38M
$2.28B 9.41M
$2.27B 34.87M
$2.2B 2.98M
$2.13B 15.38M
$2.09B 11.53M
$2.07B 28.5M
$2.04B 131.49M
$1.99B 31.98M
$1.97B 6.08M
$1.96B 16.1M
$1.91B 24.73M
$1.86B 11.97M
$1.85B 12.55M
$1.83B 12.96M
$1.81B 30.3M
$1.73B 9.39M
$1.68B 12.41M
Holdings list only includes long positions. Only includes long positions.

Calendar

17 Jun 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings