Massachusetts Financial Services
Massachusetts Financial Services is a fund manager in Boston with $414.94B assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-17352
FINRA CRD number
110045
AUM ?
$414.94B
(as of 7 Apr 20)
Accounts
304
(as of 7 Apr 20)
Employees
1,500
(285 investment advisory or research)
Address
Massachusetts Financial Services
111 HUNTINGTON AVENUE
24TH FLOOR
BOSTON
MA 02199
111 HUNTINGTON AVENUE
24TH FLOOR
BOSTON
MA 02199
Office hours
Monday - Friday, 9 A.M. - 5 P.M.
Phone
18006372929
Brochures
Owner | Title | From | %Ownership |
---|---|---|---|
Sun Life of Canada (U.s.) Financial Services Holdings, Inc. | Shareholder | 12/1997 | > 75% |
Manning, Robert, James | Director, Executive Chairman & Chairman of the Board of Directors | 01/2017 | < 5% |
Stelmach, Robin, Ann | Vice Chairman | 01/2017 | < 5% |
Sun Life Financial (U.s.) Investments LLC | Shareholder | 10/2001 | > 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% |
Sun Life Financial Inc. | Shareholder | 11/2004 | > 75% |
Kanwal, Amrit, Bir-singh | Executive Vice President and Chief Financial Officer | 04/2009 | < 5% |
Roberge, Michael, William | Director and Chief Executive Officer | 01/2018 | < 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% |
Fund structure | AUM | Fund type | |
---|---|---|---|
Massachusetts Financial Services Company | $414.94B | ||
MFS Core Plus Fixed Income LLC | $365.1M | Hedge Fund | |
MFS Global Equity LLC | $77.78M | Other Private Fund | |
MFS International Concentrated Equity LLC | $16.94M | Other Private Fund | |
MFS International Growth LLC | $485.48M | Other Private Fund | |
MFS International Growth LLC II | $298.61M | Other Private Fund | |
MFS International Research Equity LLC | $47.47M | Other Private Fund |
Investment data
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 877 long holdings End of quarter 31 Dec 20 |
Value |
#Shares |
---|---|---|
$9.19B | 41.32M | |
$6.8B | 129.69M | |
$6.14B | 1.89M | |
$6.06B | 23.19M | |
$5.94B | 12.75M | |
$5.91B | 50.41M | |
$5.46B | 3.11M | |
$5.22B | 23.88M | |
$5.05B | 23.72M | |
$4.45B | 28.27M | |
$4.42B | 34.79M | |
$4.27B | 20.2M | |
$3.95B | 36.24M | |
$3.65B | 33.23M | |
$3.56B | 26.87M | |
$3.5B | 13.27M | |
$3.36B | 24.66M | |
$3.26B | 19.84M | |
$3.26B | 12.34M | |
$3.19B | 14.35M | |
$3.14B | 36.69M | |
$2.99B | 5.98M | |
$2.97B | 27.1M | |
$2.77B | 19.6M | |
$2.76B | 10.12M | |
$2.67B | 12.84M | |
$2.52B | 17.44M | |
$2.4B | 15.6M | |
$2.38B | 26.01M | |
$2.34B | 6.57M | |
$2.28B | 3.1M | |
$2.21B | 10.61M | |
$2.17B | 9.25M | |
$2.07B | 10.74M | |
$1.97B | 17.34M | |
$1.97B | 32.05M | |
$1.9B | 16.2M | |
$1.88B | 13.07M | |
$1.86B | 131.61M | |
$1.85B | 15.44M | |
$1.85B | 22.67M | |
$1.85B | 12.54M | |
$1.83B | 13.81M | |
$1.82B | 5.98M | |
$1.8B | 9.96M | |
$1.77B | 28.71M | |
$1.76B | 49.03M | |
$1.74B | 32.79M | |
$1.72B | 12.24M | |
$1.54B | 10M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
6 Mar 21
31 Dec 21
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings
Ownership
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
SC 13G
Broadstone Net Lease / MASSACHUSETTS FINANCIAL SERVICES ownership change
11 Feb 21
SC 13G
Altimeter Growth / MASSACHUSETTS FINANCIAL SERVICES ownership change
11 Feb 21
SC 13G
REGIS / MASSACHUSETTS FINANCIAL SERVICES ownership change
11 Feb 21
SC 13G
TEXTAINER / MASSACHUSETTS FINANCIAL SERVICES ownership change
11 Feb 21
SC 13G
MASCO / MASSACHUSETTS FINANCIAL SERVICES ownership change
11 Feb 21
SC 13G
Vulcan Materials / MASSACHUSETTS FINANCIAL SERVICES ownership change
11 Feb 21
SC 13G
PAE / MASSACHUSETTS FINANCIAL SERVICES ownership change
11 Feb 21
SC 13G
PLAINS GP / MASSACHUSETTS FINANCIAL SERVICES ownership change
11 Feb 21
SC 13G
Vertex / MASSACHUSETTS FINANCIAL SERVICES ownership change
11 Feb 21