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Massachusetts Financial Services

Massachusetts Financial Services is an investment advisor in Boston with $556.8B assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-17352
FINRA CRD number
110045
AUM ?
$556.8B (as of 26 May 22)
Accounts
345 (as of 26 May 22)
Employees
1,100 (305 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

Ownership

Owner Title From %Ownership
Sun Life of Canada (U.s.) Financial Services Holdings, Inc. Shareholder 12/1997 > 75%
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 Director, Executive Vice President and Chief Financial Officer 01/2022 < 5%
Roberge, Michael, William Director, Chairman of the Board, Chairman and Chief Executive Officer 01/2022 < 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%
Singh, Manjit Director 06/2021 < 5%
Licea-mailloux, Rosa, Esmeralda Chief Compliance Officer 03/2022 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 845 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
$10.31B 40.13M
$6.48B 2.97M
$5.76B 10.6M
$4.81B 24.41M
$4.78B 17.21M
$4.43B 16.42M
$4.32B 31.57M
$4.18B 23.55M
$3.99B 101.57M
$3.98B 37.47M
$3.7B 32.9M
$3.49B 20.09M
$3.36B 37.46M
$3.18B 11.05M
$3.16B 11.99M
$3.12B 83.61M
$3.04B 12M
$2.84B 18.92M
$2.77B 25.46M
$2.73B 9.21M
$2.73B 17.78M
$2.61B 23.18M
$2.6B 5.43M
$2.53B 27.72M
$2.52B 12.8M
$2.45B 30.55M
$2.44B 5.2M
$2.35B 6.42M
$2.32B 10.88M
$2.29B 12.55M
$2.25B 27.48M
$2.22B 136.82M
$2.22B 42.26M
$2.2B 20.54M
$2.17B 6.87M
$2.12B 30.4M
$2.11B 33.42M
$2.06B 13.3M
$2.05B 22.87M
$2.02B 28.27M
$1.99B 8.9M
$1.89B 39.38M
$1.86B 12.22M
$1.84B 15.83M
$1.82B 13.13M
$1.76B 15.43M
$1.73B 13.75M
$1.72B 7.96M
$1.69B 21.15M
$1.63B 21.49M
Holdings list only includes long positions. Only includes long positions.

Calendar

25 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings