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| Massachusetts Financial Services Company
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|---|---|
| CRD # | 110045 |
| SEC # | 801-17352 |
| CIK # | 0000912938 |
| AUM | $414.9 BB (100% Disc, 85% US, 2020-04-07) |
| Employees | 1,500 (19% Investors, 22% Brokers) |
| Phone | 617-954-5000 |
| Address | 111 Huntington Avenue Boston, MA 02199-7618 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($TT) | Value ($TT) |
|---|---|---|---|
| MSFT | 0.7 | 0.0 | |
| AMZN | 0.7 | 0.0 | |
| GOOG | 0.7 | 0.0 | |
| JNJ | 0.3 | 0.0 | |
| TMO | 0.1 | 0.0 | |
| ACN | 0.1 | 0.0 | |
| DHR | 0.1 | 0.0 | |
| AAPL | 0.7 | 0.0 | |
| JPM | 0.3 | 0.0 | |
| MDT | 0.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($TT) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | MFS International Growth LLC II | [2017-09-20] | 485.1 | 298.6 |
| HF | MFS Core Plus Fixed Income LLC | [2017-03-31] | 330.8 | 365.1 |
| Other | MFS International Concentrated Equity LLC | [2013-03-28] | 60.7 | 16.9 |
| SA | Lenox Street 2007-I Ltd | 2012-08-17 | 993.9 | |
| SA | Arlington Street CDO Cayman Ltd | 2012-03-30 | 51.0 | |
| SA | Berkeley Street CDO Cayman Ltd | 2012-03-30 | 58.5 | |
| SA | Crest Clarendon Street 2002-1 Ltd | 2012-03-30 | 0.3 | |
| SA | Crest Dartmouth Street 2003-1 Ltd | 2012-03-30 | 3.0 | |
| SA | Crest Exeter Street Solar 2004-1 Ltd | 2012-03-30 | 170.5 | |
| SA | Fairfield Street Solar 2004-1 Ltd | 2012-03-30 | 362.7 | |
| View All | ||||
| Form D Directors | # Filings | # Firms | 2011 - 2021 |
|---|---|---|---|
| Martin Beaulieu | 36 | ||
| Robert Manning | 44 | ||
| Carol Geremia | 27 | ||
| Inc MFS Institutional Advisors | 27 | ||
| John Corcoran | 24 | ||
| Michael Roberge | 9 | ||
| Linda Harring | 8 | ||
| Anne Marie Bernard | 8 | ||
| Michael Keenan | 8 | ||
| Robertson Mansi | 7 |
| EDGAR Form | CIK | 2011 - 2021 |
|---|---|---|
| 13F-HR | [0000912938] | |
| SC 13G | [0000912938] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Massachusetts Financial Services Company
✚
|
MA | 414.9 |
|
MFS Institutional Advisors Inc
✚
|
MA | 118.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BlackRock Advisors LLC
✚
|
NY | 687.6 |
|
Nomura Asset Management Co Ltd
✚
|
527.5 | |
|
Millennium Management LLC
✚
|
NY | 276.8 |
|
AQR Capital Management LLC
✚
|
CT | 248.9 |
|
Citadel Advisors LLC
✚
|
IL | 234.7 |
|
Renaissance Technologies LLC
✚
|
NY | 166.0 |
|
Allianz Investment Management LLC
✚
|
MN | 166.0 |
|
QMA LLC
✚
|
NJ | 126.3 |
|
Alphadyne Asset Management LP
✚
|
NY | 120.7 |
|
Arrowstreet Capital Limited Partnership
✚
|
MA | 119.8 |