We are live on ! Find out more
MFC icon

Manulife Financial

527 hedge funds and large institutions have $15.9B invested in Manulife Financial in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 149

6% more capital invested

Capital invested by funds: $15B → $15.9B (+$886M)

4% more funds holding

Funds holding: 506527 (+21)

1.57% more ownership

Funds ownership: 44.7%46.27% (+1.6%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

61% less call options, than puts

Call options by funds: $177M | Put options by funds: $448M

Holders
527
Holders Change
+21
Holders Change %
+4.15%
% of All Funds
8.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
65
Increased
177
Reduced
149
Closed
29
Calls
$177M
Puts
$448M
Net Calls
-$271M
Net Calls Change
+$97M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$670K -$345K -18,166 -33%
SRSA
227
S.R. Schill & Associates
Washington
$663K
AWM
228
AE Wealth Management
Kansas
$658K -$185K -9,722 -21%
BF
229
BOK Financial
Oklahoma
$646K -$171K -9,012 -20%
BCI
230
Brinker Capital Investments
Pennsylvania
$646K -$2.45K -129 -0.4%
OPS
231
Orion Portfolio Solutions
Nebraska
$646K +$669K +35,163 New
CI
232
Cigna Investments
Connecticut
$633K -$39.2K -2,063 -6%
DCM
233
DGS Capital Management
New Jersey
$624K +$61.7K +3,243 +11%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$612K -$15.5K -817 -2%
HI
235
Horizon Investments
North Carolina
$612K
WA
236
Wealth Alliance
New York
$596K -$95.3K -5,012 -13%
YCM
237
Yousif Capital Management
Michigan
$591K
AP
238
Americana Partners
Texas
$571K +$38K +2,000 +7%
PL
239
Perpetual Ltd
Australia
$566K +$586K +30,822 New
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$560K +$12.3K +649 +2%
BTWM
241
Baker Tilly Wealth Management
Wisconsin
$557K -$1.56K -82 -0.3%
API
242
Advisor Partners II
California
$557K +$57.4K +3,017 +11%
FTDI
243
First Trust Direct Indexing
Massachusetts
$554K +$43K +2,259 +8%
JFGIW
244
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$545K
LNWWM
245
Laird Norton Wetherby Wealth Management
California
$544K +$2.02K +106 +0.4%
ARG
246
Advisory Resource Group
Oklahoma
$542K -$38.5K -2,023 -6%
MGWM
247
Marks Group Wealth Management
Minnesota
$534K -$913 -48 -0.2%
VT
248
Vise Technologies
New York
$530K +$62.1K +3,266 +13%
SIA
249
Schechter Investment Advisors
Michigan
$519K +$3.73K +196 +0.7%
CP
250
Cumberland Partners
Ontario, Canada
$519K +$539K +28,335 New

MFC Hedge Fund Activity: Q1 2023 in Review

527 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2023, worth a combined $15.9B — up 5.9% from $15B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MFC positions and 29 closed out — a net gain of 36 holders — while 177 added to existing stakes and 149 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $136M. The largest seller was Royal Bank of Canada, cutting an estimated $221M.

  • 527 institutional investors held Manulife Financial (MFC) as of Q1 2023, up from 506 in Q4 2022.
  • Funds reported $15.9B of Manulife Financial stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 65 funds opened new Manulife Financial positions in Q1 2023 and 29 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q1 2023 was Canada Pension Plan Investment Board, an estimated $136M added.
  • The largest Manulife Financial seller in Q1 2023 was Royal Bank of Canada, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2023.