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Manulife Financial

470 hedge funds and large institutions have $19.7B invested in Manulife Financial in 2019 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 143 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

18% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 121

13% more capital invested

Capital invested by funds: $17.4B → $19.7B (+$2.31B)

7% more funds holding

Funds holding: 441470 (+29)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1.48% more ownership

Funds ownership: 48.09%49.57% (+1.5%)

29% less call options, than puts

Call options by funds: $63.9M | Put options by funds: $89.8M

Holders
470
Holders Change
+29
Holders Change %
+6.58%
% of All Funds
9.26%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.43%
New
74
Increased
143
Reduced
121
Closed
37
Calls
$63.9M
Puts
$89.8M
Net Calls
-$25.9M
Net Calls Change
-$71.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
Stratos Wealth Partners
Ohio
$343K -$3.53K -185 -1%
Mariner
252
Mariner
Kansas
$341K +$97.8K +5,119 +44%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$338K +$172K +8,982 +121%
SRC
254
Shufro Rose & Co
New York
$334K
SS
255
Simplicity Solutions
Minnesota
$327K +$308K +16,107 New
ACM
256
AlphaCrest Capital Management
New York
$326K +$307K +16,049 New
LWAC
257
Laurel Wealth Advisors (California)
California
$325K -$4.53K -237 -1%
MOS
258
MGO One Seven
Ohio
$322K -$91K -4,766 -23%
KTC
259
Kistler-Tiffany Companies
Pennsylvania
$320K
SMFS
260
Squar Milner Financial Services
California
$320K +$6.51K +341 +2%
BSW
261
Buckingham Strategic Wealth
Missouri
$317K -$41.8K -2,187 -12%
CAM
262
Cresset Asset Management
Illinois
$313K +$294K +15,405 New
PP
263
Paloma Partners
Connecticut
$309K +$291K +15,228 New
CB
264
Community Bank
New York
$304K
FCI
265
Financial Counselors Inc
Kansas
$297K -$6.42K -336 -2%
BBVA
266
Banco Bilbao Vizcaya Argentaria
Spain
$288K +$271K +14,170 New
CCM
267
Covington Capital Management
California
$285K
IP
268
Investment Partners
Ohio
$284K +$267 +14 +0.1%
BHWM
269
Bar Harbor Wealth Management
New Hampshire
$268K
LOAMS
270
Lombard Odier Asset Management (Switzerland)
Switzerland
$266K
N
271
Natixis
France
$264K +$248K +12,974 New
QI
272
Qtron Investments
Massachusetts
$262K
V
273
Veritable
Delaware
$262K +$246K +12,898 New
GIM
274
Goelzer Investment Management
Indiana
$261K -$4.78K -250 -2%
SFG
275
Summit Financial Group
West Virginia
$257K

MFC Hedge Fund Activity: Q4 2019 in Review

470 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2019, worth a combined $19.7B — up 13% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MFC positions and 37 closed out — a net gain of 37 holders — while 143 added to existing stakes and 121 trimmed.

The largest buyer was Fidelity International, adding an estimated $359M. The largest seller was Prudential plc, cutting an estimated $90M.

  • 470 institutional investors held Manulife Financial (MFC) as of Q4 2019, up from 441 in Q3 2019.
  • Funds reported $19.7B of Manulife Financial stock for Q4 2019, up 13% quarter-over-quarter.
  • 74 funds opened new Manulife Financial positions in Q4 2019 and 37 closed out, a net change of +37 holders.
  • The largest Manulife Financial buyer in Q4 2019 was Fidelity International, an estimated $359M added.
  • The largest Manulife Financial seller in Q4 2019 was Prudential plc, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2019.