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Manulife Financial

540 hedge funds and large institutions have $15.8B invested in Manulife Financial in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

8% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 169

1% more funds holding

Funds holding: 537540 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.05% less ownership

Funds ownership: 46.66%46.62% (-0.05%)

4% less capital invested

Capital invested by funds: $16.5B → $15.8B (-$705M)

53% less call options, than puts

Call options by funds: $175M | Put options by funds: $371M

Holders
540
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
8.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
183
Reduced
169
Closed
43
Calls
$175M
Puts
$371M
Net Calls
-$197M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
226
Marks Group Wealth Management
Minnesota
$696K -$3.91K -207 -0.5%
GFA
227
Gallagher Fiduciary Advisors
Illinois
$692K -$7.05K -373 -1%
P
228
Pitcairn
Pennsylvania
$687K +$58.9K +3,114 +9%
BHC
229
Bowen Hanes & Co
Florida
$678K
SRSA
230
S.R. Schill & Associates
Washington
$660K
SOW
231
State of Wyoming
Wyoming
$659K +$679K +35,930 New
VPIM
232
Vanguard Personalized Indexing Management
California
$646K +$60.5K +3,201 +10%
IAA
233
Independent Advisor Alliance
North Carolina
$643K +$414K +21,893 +165%
FNBT
234
FineMark National Bank & Trust
Florida
$636K -$66.2K -3,503 -9%
Cerity Partners
235
Cerity Partners
New York
$635K -$81.3K -4,300 -11%
CI
236
Cigna Investments
Connecticut
$634K -$14.5K -768 -2%
TI
237
Trexquant Investment
Connecticut
$615K +$636K +33,628 New
HI
238
Horizon Investments
North Carolina
$609K
RFC
239
Regions Financial Corp
Alabama
$603K -$1.46K -77 -0.2%
BF
240
BOK Financial
Oklahoma
$596K -$7.83K -414 -1%
FTDI
241
First Trust Direct Indexing
Massachusetts
$595K +$77.6K +4,105 +14%
API
242
Advisor Partners II
California
$589K +$11.5K +610 +2%
SIA
243
Schechter Investment Advisors
Michigan
$589K -$18.4K -975 -3%
DADC
244
D.A. Davidson & Co
Montana
$580K -$82.1K -4,343 -12%
ARG
245
Advisory Resource Group
Oklahoma
$578K +$20.5K +1,086 +4%
AP
246
Americana Partners
Texas
$577K +$78.5K +4,154 +15%
TC
247
TownSquare Capital
Utah
$571K +$31.3K +1,655 +6%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$566K +$27.1K +1,435 +5%
WA
249
Wealth Alliance
New York
$562K -$57K -3,016 -9%
BTWM
250
Baker Tilly Wealth Management
Wisconsin
$551K -$4.67K -247 -0.8%

MFC Hedge Fund Activity: Q3 2023 in Review

540 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2023, worth a combined $15.8B — down 4.3% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MFC positions and 43 closed out — a net gain of 12 holders — while 183 added to existing stakes and 169 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $91.5M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $146M sold.

  • 540 institutional investors held Manulife Financial (MFC) as of Q3 2023, up from 537 in Q2 2023.
  • Funds reported $15.8B of Manulife Financial stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 55 funds opened new Manulife Financial positions in Q3 2023 and 43 closed out, a net change of +12 holders.
  • The largest Manulife Financial buyer in Q3 2023 was Arrowstreet Capital, an estimated $91.5M added.
  • The largest Manulife Financial seller in Q3 2023 was MUFG Securities EMEA, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2023.