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Massachusetts Financial Services

Massachusetts Financial Services is an investment advisor in Boston with $495.51B assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-17352
FINRA CRD number
110045
AUM ?
$495.51B (as of 20 May 21)
Accounts
310 (as of 20 May 21)
Employees
1,500 (292 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, Non-executive Chairman & Chairman of the Board of Directors 01/2021 < 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, Chairman and Chief Executive Officer 01/2021 < 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%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 902 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
$10.91B 40.26M
$6.97B 2.86M
$6.6B 115.73M
$6.43B 1.87M
$6.07B 12.03M
$5.93B 20.12M
$5.72B 46.11M
$5.67B 24.26M
$4.97B 31.92M
$4.86B 22.17M
$4.65B 19.47M
$4.51B 27.37M
$4.01B 33.36M
$3.78B 14.08M
$3.65B 9.62M
$3.63B 12.55M
$3.61B 18.79M
$3.61B 84.42M
$3.47B 25.34M
$3.45B 5.9M
$3.39B 9.76M
$3.38B 32.07M
$3.3B 40.56M
$3.09B 26.69M
$2.91B 21.26M
$2.89B 12.19M
$2.68B 11.19M
$2.65B 15.62M
$2.64B 9.05M
$2.58B 18.21M
$2.56B 7.02M
$2.5B 25.31M
$2.47B 33.98M
$2.41B 15.16M
$2.37B 8.7M
$2.31B 33.6M
$2.29B 21.39M
$2.24B 15.1M
$2.22B 15.76M
$2.19B 9.97M
$2.18B 12.37M
$2.15B 5.92M
$2.11B 12.78M
$2.06B 134.61M
$1.97B 27.82M
$1.92B 24.69M
$1.91B 11.11M
$1.89B 31.26M
$1.77B 2.45M
$1.68B 18.32M
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Sep 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings