Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SUN LIFE FINANCIAL INC. (SLF)

425 + Investors. Track Smart Money conviction in SLF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — SLF

Based on 414 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SLF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
414 hedge funds hold SLF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SLF is almost the same as a year ago (+2 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

199 buying188 selling
Last quarter: 199 funds bought or added vs 188 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new SLF position: 34 → 63 → 44 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 19% medium ■ 13% new
283 out of 414 hedge funds have held SLF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -70%

Value
-69%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -70%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~52 new funds/quarter

48 → 34 → 63 → 44 → 52 new funds/Q
New funds entering each quarter: 34 → 63 → 44 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 17% new
Of 425 current holders: 308 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
41 of 414 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SLF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SLF

In 2025 Q4, 199 hedge funds were net buyers of SLF (52 opened a new position, 147 added to an existing one), while 188 reduced or exited (142 trimmed, 46 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 50% of total institutional value in SLF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 414.

Hedge Fund Ownership: SLF

How many hedge funds hold SLF — quarterly history vs. share price
Quarterly hedge fund ownership of SLF vs. share price

Market Analysis: SLF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SLF

Financial Services Insurance - Diversified

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 0 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: SLF
2026 Q1 Stats Unlock in 6 days 425 + Investors

Track Smart Money conviction in SLF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 425 422 0.71%
13F Shares 262M 257M 1.7%
Total Value $16.44B $54.49B -69.83%
New Positions 52 44 +8
Increased Positions 168 164 +4
Closed Positions 46 53 -7
Reduced Positions 154 155 -1
Total Calls 6 8 -25.0%
Total Puts 7 9 -22.22%
PUT/CALL Ratio 1.17 1.12 Neutral

Statistics: SLF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

425 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SLF. Verified SEC 13F-HR filings.

Top 25 institutional holders of SLF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Value Partners Investments Inc. 5.37% 1,126,224 $70.4M
2 Cardinal Capital Management, Inc. 3.76% 2,231,424 $139.4M
3 LETKO, BROSSEAU & ASSOCIATES INC 3.29% 3,264,408 $203.9M
4 NICOLA WEALTH MANAGEMENT LTD. 2.97% 394,400 $24.7M
5 QV Investors Inc. 2.61% 516,510 $32K
6 Lorne Steinberg Wealth Management Inc. 2.28% 153,750 $9.6M
7 KRAEMATON INVESTMENT ADVISORS, INC 2.19% 42,976 $2.7M
8 BANK OF NOVA SCOTIA TRUST CO 1.90% 353,727 $22.1M
9 BCV Asset Management Inc. 1.89% 879,984 $54.9M
10 MUFG SECURITIES (CANADA), LTD. 1.48% 821,562 $51.4M
11 TD Waterhouse Canada Inc. 1.03% 5,528,134 $345.9M
12 Kepler Cheuvreux (Suisse) SA 0.99% 170,360 $14.8M
13 Gold Investment Management Ltd. 0.88% 45,579 $2.9M
14 SCOTIA CAPITAL INC. 0.84% 3,262,998 $203.6M
15 TODD ASSET MANAGEMENT LLC 0.81% 662,058 $41.4M
16 INTACT INVESTMENT MANAGEMENT INC. 0.73% 407,711 $25.5M
17 TD ASSET MANAGEMENT INC 0.71% 14,022,998 $875.7M
18 PICTON MAHONEY ASSET MANAGEMENT 0.64% 1,374,917 $86.2M
19 Fiera Capital Corp 0.49% 2,301,995 $144.0M
20 Symphony Financial, Ltd. Co. 0.48% 58,380 $3.6M
21 MACKENZIE FINANCIAL CORP 0.46% 6,102,537 $382.3M
22 Pathway Financial Advisers, LLC 0.45% 25,602 $1.6M
23 MOTCO 0.42% 72,843 $4.6M
24 Munich Reinsurance Co Stock Corp in Munich 0.40% 259,903 $16.2M
25 PBU - The Pension Fund of Early Childhood & Youth Educators 0.37% 286,362 $3.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SUN LIFE FINANCIAL INC. (SLF)

What does the Smart Money Trend signal show for SLF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SLF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SLF?

Slight buying edge — 51% buying: Last quarter: 199 funds bought or added vs 188 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SLF holders?

Elite ownership — 50% AUM from top-100 funds: 41 of 414 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in SLF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SLF?

68% of holders stayed for 2+ years: 283 out of 414 hedge funds have held SLF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.