SUNL — SUNLIGHT FINANCIAL HOLDINGS
SUNL (SUNLIGHT FINANCIAL HOLDINGS) is tracked on HoldingsHub across five years of quarterly 13F filings. 29 funds have reported positions historically, with the sum of their latest reported stakes valued at $34.91M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Coatue Management history | Q4 2021 | 2.80M | $13.36M | 0.06% | Reduce |
| Franklin Resources history | Q3 2021 | 1.86M | $9.86M | 0.00% | New |
| Point72 Asset Management history | Q4 2021 | 1.30M | $6.22M | 0.03% | Add |
| Marshall Wace history | Q3 2021 | 252.50K | $1.34M | 0.01% | New |
| Fidelity International (FIL) history | Q3 2021 | 244.56K | $1.30M | 0.00% | New |
| Moore Capital Management history | Q1 2022 | 175.00K | $882.00K | 0.02% | Hold |
| Wellington Management Group history | Q3 2021 | 131.37K | $697.00K | 0.00% | New |
| Vanguard Group history | Q2 2023 | 2.11M | $610.98K | 0.00% | Reduce |
| Balyasny Asset Management history | Q4 2022 | 225.69K | $291.14K | 0.00% | Add |
| Geode Capital Management history | Q2 2023 | 339.84K | $98.55K | 0.00% | Reduce |
| Prudential Financial history | Q2 2022 | 12.52K | $37.00K | 0.00% | New |
| Citadel Advisors history | Q2 2023 | 96.90K | $28.10K | 0.00% | Reduce |
| Bank of America Corp history | Q2 2023 | 96.01K | $27.84K | 0.00% | Add |
| Morgan Stanley history | Q2 2023 | 92.33K | $26.78K | 0.00% | Add |
| D. E. Shaw & Co history | Q1 2023 | 85.26K | $26.63K | 0.00% | Add |
| Charles Schwab Investment Management history | Q1 2023 | 70.19K | $21.92K | 0.00% | Hold |
| Northern Trust Corp history | Q2 2023 | 62.02K | $17.98K | 0.00% | Reduce |
| BNY Mellon history | Q2 2023 | 58.41K | $16.94K | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2023 | 48.37K | $14.03K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q1 2023 | 45.02K | $14.00K | 0.00% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 1.36M | 1.50M | 2.06M | 2.18M | 2.30M | 2.20M | 2.20M | 2.11M |
| Geode Capital Management | 81.74K | 275.86K | 333.69K | 567.26K | 567.69K | 574.15K | 589.82K | 339.84K |
| Citadel Advisors | 269.65K | 175.41K | 130.80K | 505.00K | 45.60K | 237.64K | 167.71K | 96.90K |
| Bank of America Corp | 467 | 236 | 220.70K | 112.83K | 439.53K | 29.77K | 28.80K | 96.01K |
| Morgan Stanley | 44.20K | 32.39K | 89.41K | 141.45K | 89.57K | 270.97K | 90.20K | 92.33K |
| Northern Trust Corp | 63.06K | 63.06K | 59.48K | 219.41K | 211.89K | 207.84K | 212.68K | 62.02K |
| BNY Mellon | 14.41K | 14.41K | 14.41K | 59.74K | 68.22K | 119.73K | 113.67K | 58.41K |
| Goldman Sachs Group | — | — | 28.02K | 94.77K | 188.18K | 425.13K | 170.57K | 48.37K |
| UBS Group AG | 192.44K | 15.49K | 3.61K | — | — | 6.69K | 7.71K | 21.67K |
| Fidelity Management & Research (FMR) | — | — | — | 99 | 157 | 300 | 1.52K | 3.34K |
| Citigroup Inc | 2.40K | 5.67K | 142.63K | 5.91K | 369 | 163 | 772 | 2.55K |
| Wells Fargo & Co | 224 | 2.29K | 225 | 390 | 156 | — | 4.27K | 277 |
| Renaissance Technologies | — | 85.70K | 217.90K | 227.40K | 135.50K | 125.10K | 149.40K | 206.60K |
| Point72 Asset Management | 670.50K | 1.30M | — | — | — | — | — | — |
| JPMorgan Chase & Co | 17.45K | 59.22K | 39.67K | 12.99K | 12.99K | 13.76K | 45.02K | — |
| Fidelity International (FIL) | 244.56K | — | — | — | — | — | — | — |
| Deutsche Bank AG | — | — | — | 11.49K | 9.87K | 10.04K | 13.94K | — |
| Balyasny Asset Management | 1.20M | 3.63M | 2.12M | 1.78M | 200.00K | 225.69K | — | — |
| Coatue Management | 3.00M | 2.80M | — | — | — | — | — | — |
| D. E. Shaw & Co | — | 49.56K | 107.26K | 277.17K | — | 48.22K | 85.26K | — |