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Manulife Financial

427 hedge funds and large institutions have $13B invested in Manulife Financial in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $12B → $13B (+$963M)

1% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 142

0.35% less ownership

Funds ownership: 49.53%49.18% (-0.35%)

5% less funds holding

Funds holding: 448427 (-21)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

47% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $125M

Holders
427
Holders Change
-21
Holders Change %
-4.69%
% of All Funds
8.76%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.23%
New
39
Increased
143
Reduced
142
Closed
60
Calls
$66.7M
Puts
$125M
Net Calls
-$58.1M
Net Calls Change
-$45M
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
226
Burke & Herbert Bank & Trust
Virginia
$270K
WP
227
WealthSource Partners
California
$269K -$1.89K -150 -0.8%
SEI Investments
228
SEI Investments
Pennsylvania
$267K -$1.2M -95,537 -83%
CAN
229
Cetera Advisor Networks
California
$265K -$10.1K -802 -4%
BBHC
230
Brown Brothers Harriman & Co
New York
$261K
CA
231
Cetera Advisors
Colorado
$255K -$8.29K -659 -3%
SWP
232
Stratos Wealth Partners
Ohio
$255K -$1.28K -102 -0.5%
LNWWM
233
Laird Norton Wetherby Wealth Management
California
$245K -$108K -8,547 -32%
Fayez Sarofim & Co
234
Fayez Sarofim & Co
Texas
$244K
TAM
235
Tocqueville Asset Management
New York
$243K
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$242K -$12.8K -1,017 -5%
TCM
237
Tributary Capital Management
Nebraska
$242K -$7.55K -600 -3%
LOAME
238
Lombard Odier Asset Management (Europe)
United Kingdom
$239K
BIG
239
Boothe Investment Group
Delaware
$238K +$220K +17,450 New
Walleye Trading
240
Walleye Trading
New York
$236K -$2.52K -200 -1%
Wellington Management Group
241
Wellington Management Group
Massachusetts
$234K -$2.35M -187,006 -92%
DC
242
Derby & Company
Massachusetts
$234K
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$220K +$4.18K +332 +2%
LWAC
244
Laurel Wealth Advisors (California)
California
$218K
RC
245
RegentAtlantic Capital
New Jersey
$216K -$30.1K -2,395 -13%
SMFS
246
Squar Milner Financial Services
California
$211K
BSW
247
Buckingham Strategic Wealth
Missouri
$208K -$105K -8,358 -35%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
248
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$207K -$2.47M -196,640 -93%
CB
249
Community Bank
New York
$204K
CG
250
Colony Group
Massachusetts
$201K +$54.7K +4,348 +42%

MFC Hedge Fund Activity: Q2 2020 in Review

427 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2020, worth a combined $13B — up 8% from $12B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of MFC and 39 opened new positions — a net loss of 21 holders — while 142 trimmed existing stakes and 143 added.

The largest buyer was Royal Bank of Canada, adding an estimated $281M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $208M sold.

  • 427 institutional investors held Manulife Financial (MFC) as of Q2 2020, down from 448 in Q1 2020.
  • Funds reported $13B of Manulife Financial stock for Q2 2020, up 8% quarter-over-quarter.
  • 39 funds opened new Manulife Financial positions in Q2 2020 and 60 closed out, a net change of -21 holders.
  • The largest Manulife Financial buyer in Q2 2020 was Royal Bank of Canada, an estimated $281M added.
  • The largest Manulife Financial seller in Q2 2020 was Causeway Capital Management, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2020.