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Manulife Financial

506 hedge funds and large institutions have $15B invested in Manulife Financial in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 155 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

23% more capital invested

Capital invested by funds: $12.2B → $15B (+$2.85B)

1% more funds holding

Funds holding: 499506 (+7)

0.12% less ownership

Funds ownership: 44.81%44.7% (-0.12%)

14% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 180

63% less call options, than puts

Call options by funds: $212M | Put options by funds: $580M

Holders
506
Holders Change
+7
Holders Change %
+1.4%
% of All Funds
8.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
59
Increased
155
Reduced
180
Closed
41
Calls
$212M
Puts
$580M
Net Calls
-$368M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
251
Legacy Wealth Asset Management
Minnesota
$436K +$417K +24,438 New
Prudential Financial
252
Prudential Financial
New Jersey
$434K +$31.8K +1,865 +8%
WP
253
WMS Partners
Maryland
$428K
RFC
254
Regions Financial Corp
Alabama
$427K -$58.3K -3,419 -12%
GWM
255
GSB Wealth Management
Connecticut
$426K -$128K -7,500 -24%
D.E. Shaw & Co
256
D.E. Shaw & Co
New York
$421K -$15.5M -911,640 -97%
MA
257
Montag & Associates
Georgia
$421K
YWP
258
YorkBridge Wealth Partners
New York
$420K -$40.6K -2,382 -9%
BSW
259
Buckingham Strategic Wealth
Missouri
$419K +$12.4K +729 +3%
SPIA
260
Steward Partners Investment Advisory
New York
$410K +$17.9K +1,049 +5%
PP
261
Pegasus Partners
Wisconsin
$406K +$4.21K +247 +1%
AM
262
AGF Management
Ontario, Canada
$394K +$376K +22,080 New
Royal London Asset Management
263
Royal London Asset Management
United Kingdom
$384K +$367K +21,511 New
PAG
264
Private Advisor Group
New Jersey
$383K -$643K -37,740 -50%
ASN
265
Advisory Services Network
Georgia
$379K +$362K +21,253 New
BHPW
266
Beverly Hills Private Wealth
California
$377K +$360K +21,130 New
ECM
267
Evergreen Capital Management
Washington
$369K +$56.2K +3,295 +19%
LWAC
268
Laurel Wealth Advisors (California)
California
$368K -$9.86K -578 -3%
CCWM
269
Cassaday & Co Wealth Management
Virginia
$367K +$351K +20,576 New
HNB
270
Huntington National Bank
Ohio
$357K +$98.7K +5,790 +41%
SFA
271
Sequoia Financial Advisors
Ohio
$351K +$25.4K +1,492 +8%
BHBT
272
Burke & Herbert Bank & Trust
Virginia
$349K
OWA
273
One Wealth Advisors
California
$348K +$11K +644 +3%
CCM
274
Community Capital Management
Florida
$330K
SLAM
275
Swiss Life Asset Management
$327K +$311K +18,254 New

MFC Hedge Fund Activity: Q4 2022 in Review

506 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2022, worth a combined $15B — up 23% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MFC positions and 41 closed out — a net gain of 18 holders — while 155 added to existing stakes and 180 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $420M. The largest seller was Bank of Montreal, cutting an estimated $246M.

  • 506 institutional investors held Manulife Financial (MFC) as of Q4 2022, up from 499 in Q3 2022.
  • Funds reported $15B of Manulife Financial stock for Q4 2022, up 23% quarter-over-quarter.
  • 59 funds opened new Manulife Financial positions in Q4 2022 and 41 closed out, a net change of +18 holders.
  • The largest Manulife Financial buyer in Q4 2022 was National Bank of Canada, an estimated $420M added.
  • The largest Manulife Financial seller in Q4 2022 was Bank of Montreal, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2022.