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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
ST
251
Spot Trading
Illinois
$144K +$143K +7,542 New
RNS
252
Robert N. Shapiro
$136K – – –
LS
253
Lupo Securities
Illinois
$132K +$130K +6,891 New
WT
254
Whittier Trust
California
$129K – – –
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$122K -$77.8K -4,112 -39%
PAMU
256
Pictet Asset Management (UK)
United Kingdom
$121K – – –
SFU
257
Stonehage Fleming (UK)
United Kingdom
$96K – – –
HCC
258
Hirtle Callaghan & Co
Pennsylvania
$89K – – –
FNBT
259
FineMark National Bank & Trust
Florida
$80K +$58.8K +3,106 +285%
ST
260
Somerset Trust
Pennsylvania
$65K – – –
PFSC
261
Peoples Financial Services Corp
Pennsylvania
$63K – – –
PMFA
262
Plante Moran Financial Advisors
Michigan
$63K – – –
HI
263
Hudock Inc
Pennsylvania
$60K +$57 +3 +0.1%
NPC
264
National Planning Corporation
California
$59.2K +$62.2K +3,286 New
NES
265
New England Securities
New York
$57K -$4.54K -240 -7%
QI
266
QS Investors
New York
$56K – – –
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$55K +$7.53K +398 +16%
CLOS
268
Compagnie Lombard Odier SCmA
Switzerland
$54K -$596K -31,475 -92%
Group One Trading
269
Group One Trading
Illinois
$54K +$53.1K +2,806 New
GWS
270
Glassman Wealth Services
Virginia
$53K +$52.5K +2,772 New
ASN
271
Advisory Services Network
Georgia
$53K +$61.2K +3,232 New
DADC
272
D.A. Davidson & Co
Montana
$51K – – –
MA
273
MUFG Americas
New York
$43K – – –
TF
274
Tompkins Financial
New York
$43K – – –
FBT
275
Founders Bank & Trust
Michigan
$38K +$19.8K +1,045 +114%
9 10
11
12 13

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.