Massachusetts Financial Services Co
Massachusetts Financial Services is a other private fund in Boston with $414.94B assets under management.
Company profile
Website
Employees
Incorporated in
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-17352
FINRA CRD number
110045
AUM ?
$414.94B
(as of 30 Mar 20)
Accounts
304
(as of 30 Mar 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 |
Fund data
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
| Top 50 of 797 long holdings End of quarter 31 Mar 20 |
Value |
#Shares |
|---|---|---|
| $5.64B | 35.78M | |
| $4.76B | 52.78M | |
| $4.75B | 138.26M | |
| $4.43B | 27.5M | |
| $4.41B | 26.98M | |
| $4.39B | 15.47M | |
| $3.87B | 29.53M | |
| $3.5B | 21.23M | |
| $3.37B | 25.22M | |
| $3.33B | 2.87M | |
| $3.15B | 1.61M | |
| $3.05B | 33.87M | |
| $2.78B | 35.79M | |
| $2.63B | 21.64M | |
| $2.61B | 27.48M | |
| $2.35B | 13.61M | |
| $2.33B | 35.13M | |
| $2.31B | 48.37M | |
| $2.31B | 16.67M | |
| $2.24B | 12.62M | |
| $2.16B | 27.37M | |
| $2.14B | 21.42M | |
| $2.06B | 6.46M | |
| $2B | 24.68M | |
| $1.84B | 7.6M | |
| $1.82B | 7.16M | |
| $1.77B | 21.17M | |
| $1.76B | 5.82M | |
| $1.75B | 26.55M | |
| $1.73B | 11.22M | |
| $1.64B | 14.66M | |
| $1.57B | 3.41M | |
| $1.55B | 10.98M | |
| $1.46B | 26.94M | |
| $1.45B | 34.47M | |
| $1.43B | 15.07M | |
| $1.38B | 15.35M | |
| $1.36B | 8.17M | |
| $1.34B | 15.54M | |
| $1.29B | 16.74M | |
| $1.28B | 138.33M | |
| $1.28B | 39.2M | |
| $1.27B | 8.95M | |
| $1.27B | 8.81M | |
| $1.26B | 36.71M | |
| $1.26B | 10.58M | |
| $1.22B | 15.68M | |
| $1.21B | 12.18M | |
| $1.19B | 29.69M | |
| $1.14B | 15.57M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
11 Jul 20
31 Dec 20
News
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings
Ownership
SC 13G/A
CADENCE DESIGN SYSTEMS / MASSACHUSETTS FINANCIAL SERVICES ownership change
9 Jun 20
13F-HR
Quarterly holdings report by institutional manager
14 May 20
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SC 13G
Beneficial ownership report
14 Feb 20