Free · no sign-up · Q2 2026

Which funds own SLF

Sun Life Financial Inc. in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $4.9m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $4.9m; as reported
Opened: 2; new this quarter
Added to: 0; already held
Trimmed or sold out: 1; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Quantbot Technologies LP Quantitative · $2.5bn book	$4.7m	0.2%	60,490	opened60,490	New
Maverick Capital Ltd Long/short equity · $11.3bn book	$200k	0.0%	2,981	opened2,981	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Bridgewater Associates LP · Macro$16m held before

Ownership through time

At least 5 of the 95 managers whose filings are on file listed SLF in Q2 2026, against 4 in Q2 2013. 2 managers more than in Q1 2026: 2 started positions; 1 listed it again; 1 sold out, by its own filing.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Quantbot Technologies LP$4.7m
Maverick Capital Ltd$234k

Largest increases, by shares

Wellington Management Group LLP2,170,349 to 2,810,328 shares+$50m
Quantbot Technologies LPnew: 60,490 shares+$4.7m
Maverick Capital Ltdnew: 2,981 shares+$234k

Largest decreases, by shares

No manager on file sold part of it.

Left it

Bridgewater Associates LPwas $16m

Manager	First listed	Largest	Q2 2026
Wellington Management Group LLP	Q4 2025	$221m	$221m
Acadian Asset Management LLC	Q2 2015	$167m	$45m
Quantbot Technologies LP	Q2 2013	$4.7m	$4.7m
PDT Partners LLC	Q1 2015	$2.6m	$757k
Maverick Capital Ltd	Q3 2020	$406k	$234k
T. Rowe Price Associates Inc	Q2 2013	$1.1bn	last listed Q2 2022
Fidelity (FMR LLC)	Q2 2013	$660m	last listed Q1 2018
Capital Research Global Investors	Q2 2013	$280m	last listed Q1 2014
Man Group PLC	Q3 2018	$146m	last listed Q1 2025
Citadel Advisors LLC	Q2 2017	$104m	last listed Q4 2017
Arrowstreet Capital LP	Q3 2018	$88m	last listed Q4 2024
Two Sigma Investments LP	Q4 2013	$71m	last listed Q4 2025
Neuberger Berman Group LLC	Q1 2015	$55m	last listed Q4 2015
AQR Capital Management LLC	Q1 2017	$52m	last listed Q4 2018
D. E. Shaw & Co.	Q3 2019	$40m	last listed Q3 2019

What SLF is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around SLF →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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