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

Fund data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 787 long holdings
End of quarter 30 Jun 20
Value
 
#Shares
 
$7.84B 38.51M
$5.54B 25.81M
$5.38B 137.91M
$5.19B 26.89M
$5.13B 14.15M
$4.75B 1.72M
$4.64B 50.65M
Aon PLC
$4.16B 21.61M
$4.16B 29.59M
$4.15B 2.93M
$3.64B 25.2M
$3.34B 24.89M
$3.26B 34.71M
$3.07B 34.66M
$2.87B 13.51M
$2.81B 15.91M
$2.73B 28.46M
$2.7B 6.21M
$2.68B 21.12M
$2.67B 36.39M
$2.59B 7.1M
$2.51B 44.15M
$2.44B 25.01M
$2.43B 12.95M
$2.3B 11.66M
$2.24B 24.46M
$2.03B 25.36M
$1.99B 8.76M
$1.98B 6.71M
$1.94B 15.35M
$1.94B 18.25M
$1.91B 11.09M
$1.86B 3.22M
$1.86B 15.57M
$1.82B 5.93M
$1.82B 23.52M
$1.78B 10.51M
$1.76B 16.4M
$1.72B 14.04M
$1.6B 12.1M
$1.58B 137.03M
$1.51B 43.02M
$1.5B 29.3M
$1.45B 28.01M
$1.41B 12.4M
$1.4B 15.95M
$1.39B 8M
$1.37B 22.97M
$1.35B 7.7M
$1.34B 7.17M
Holdings list only includes long positions. Only includes long positions.

Calendar

20 Oct 20
31 Dec 20

News

Financial reports

No filings

Current reports

No filings

Registration and prospectus

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Proxies

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Other

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