Company profile

Website
Employees
Incorporated in
Location
Fiscal year end
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
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

Fund data

Data from SEC filings
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

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Current reports

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Registration and prospectus

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Proxies

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Other

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