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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
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
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, 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

Data from SEC filings
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