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Manulife Financial
MFC

339 hedge funds and large institutions have $17.7B invested in Manulife Financial in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

6% more funds holding

Funds holding: 319 → 339 (+20)

1.66% more ownership

Funds ownership: 48.03% → 49.69% (+1.7%)

3% more capital invested

Capital invested by funds: $17.2B → $17.7B (+$474M)

2% less call options, than puts

Call options by funds: $37.6M | Put options by funds: $38.2M

4% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 102

Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
9.04%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
52
Increased
98
Reduced
102
Closed
28
Calls
$37.6M
Puts
$38.2M
Net Calls
-$663K
Net Calls Change
-$60.6M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$135M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$72M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$53.6M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$77.7M
2
Two Sigma Investments
Two Sigma Investments
New York
-$35.6M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$23M
4
CS
Credit Suisse
Switzerland
-$20.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
226
Regions Financial Corp
Alabama
$246K +$28.6K +1,512 +13%
COI
227
Connable Office Inc
Michigan
$244K -$15.5K -821 -6%
KFS
228
Kurt F. Somerville
$244K – – –
JIC
229
Johnson Investment Counsel
Ohio
$242K – – –
CRC
230
Curi RMB Capital
Illinois
$241K -$44K -2,325 -16%
LBC
231
Lowe Brockenbrough & Co
Virginia
$238K -$946 -50 -0.4%
B
232
Baird
Wisconsin
$232K +$230K +12,167 New
Chevy Chase Trust
233
Chevy Chase Trust
Maryland
$230K -$41.6K -2,200 -15%
KS
234
Karpas Strategies
Connecticut
$229K – – –
QT
235
Quantbot Technologies
New York
$221K -$494K -26,101 -69%
CBOR
236
Community Bank of Raymore
Missouri
$219K +$218K +11,519 New
HNB
237
Huntington National Bank
Ohio
$218K – – –
NSAM
238
North Star Asset Management
Wisconsin
$213K -$6.15K -325 -3%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$212K +$15.5K +817 +8%
PAM
240
Princeton Alpha Management
New Jersey
$210K +$208K +11,003 New
SNBOSCI
241
Security National Bank of Sioux City Iowa
Iowa
$207K +$206K +10,863 New
PFBT
242
Parkside Financial Bank & Trust
Missouri
$206K – – –
PAM
243
Peak Asset Management
Colorado
$203K +$202K +10,660 New
FNBTCON
244
First National Bank & Trust Co of Newtown
Pennsylvania
$197K – – –
DC
245
Davenport & Co
Virginia
$196K -$7.57K -400 -4%
TRCT
246
Tower Research Capital (TRC)
New York
$195K -$107K -5,663 -39%
CC
247
Cadinha & Co
Hawaii
$192K -$10.2K -540 -5%
BBHC
248
Brown Brothers Harriman & Co
New York
$178K +$176K +9,316 New
OA
249
OFI Advisors
Pennsylvania
$155K +$27K +1,427 +21%
MCA
250
Mercer Capital Advisers
New Jersey
$153K +$151K +8,000 New
8 9
10
11 12

MFC Hedge Fund Activity: Q4 2014 in Review

339 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2014, worth a combined $17.7B — up 2.7% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MFC positions and 28 closed out — a net gain of 24 holders — while 98 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $135M. The largest seller was Franklin Resources, cutting an estimated $77.7M.

  • 339 institutional investors held Manulife Financial (MFC) as of Q4 2014, up from 319 in Q3 2014.
  • Funds reported $17.7B of Manulife Financial stock for Q4 2014, up 2.7% quarter-over-quarter.
  • 52 funds opened new Manulife Financial positions in Q4 2014 and 28 closed out, a net change of +24 holders.
  • The largest Manulife Financial buyer in Q4 2014 was Bank of Montreal, an estimated $135M added.
  • The largest Manulife Financial seller in Q4 2014 was Franklin Resources, an estimated $77.7M sold.

Based on aggregated 13F filings for Q4 2014.