Massachusetts Financial Services Company

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Assets, Funds, Holdings

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Massachusetts Financial Services Company
CRD #110045
SEC #801-17352
CIK #0000912938
AUM $414.9 BB (100% Disc, 85% US, 2020-04-07)
Employees 1,500 (19% Investors, 22% Brokers)
Phone617-954-5000
Address111 Huntington Avenue
Boston, MA 02199-7618
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
4503602701809001999200620132021
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 ($TT)
1209672482402012201520182021
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other MFS International Growth LLC II [2017-09-20] 485.1 298.6
HF MFS Core Plus Fixed Income LLC [2017-03-31] 330.8 365.1
Other MFS International Concentrated Equity LLC [2013-03-28] 60.7 16.9
SA Lenox Street 2007-I Ltd 2012-08-17 993.9
SA Arlington Street CDO Cayman Ltd 2012-03-30 51.0
SA Berkeley Street CDO Cayman Ltd 2012-03-30 58.5
SA Crest Clarendon Street 2002-1 Ltd 2012-03-30 0.3
SA Crest Dartmouth Street 2003-1 Ltd 2012-03-30 3.0
SA Crest Exeter Street Solar 2004-1 Ltd 2012-03-30 170.5
SA Fairfield Street Solar 2004-1 Ltd 2012-03-30 362.7
View All
Form D Directors # Filings # Firms 2011 - 2021
Martin Beaulieu 36
Robert Manning 44
Carol Geremia 27
Inc MFS Institutional Advisors 27
John Corcoran 24
Michael Roberge 9
Linda Harring 8
Anne Marie Bernard 8
Michael Keenan 8
Robertson Mansi 7
EDGAR Form CIK 2011 - 2021
13F-HR [0000912938]
SC 13G [0000912938]
Form 13D/13G Filer Form 13D/13G Subject Filed
Massachusetts Financial Services Co /MA/ Bright Horizons Family Solutions Inc [2020-02-14]
Massachusetts Financial Services Co /MA/ 51Job Inc [2020-02-14]
Massachusetts Financial Services Co /MA/ Stoneridge Inc [2020-02-14]
Massachusetts Financial Services Co /MA/ Nlight Inc [2020-02-14]
Massachusetts Financial Services Co /MA/ KBR Inc [2020-02-14]
Massachusetts Financial Services Co /MA/ Equifax Inc [2020-02-14]
Massachusetts Financial Services Co /MA/ Ferro Corp [2020-02-14]
Massachusetts Financial Services Co /MA/ Firstenergy Corp [2020-02-14]
Massachusetts Financial Services Co /MA/ Funko Inc [2020-02-14]
Massachusetts Financial Services Co /MA/ Hanmi Financial Corp [2020-02-14]
View All
Related Firms State AUM ($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
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