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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
NA
251
NewEdge Advisors
Louisiana
$518K -$69.4K -3,650 -11%
HI
252
Hendershot Investments
Virginia
$506K -$102K -5,385 -16%
FA
253
FDx Advisors
Illinois
$503K
KPWS
254
Kestra Private Wealth Services
Texas
$496K +$37K +1,947 +8%
EP
255
Edgestream Partners
New Jersey
$495K -$1.7M -89,599 -77%
P
256
Pitcairn
Pennsylvania
$495K +$43.2K +2,273 +9%
AIC
257
Archer Investment Corporation
Indiana
$491K +$489K +25,700 New
VPIM
258
Vanguard Personalized Indexing Management
California
$481K +$209K +10,985 +72%
RJT
259
Raymond James Trust
Florida
$478K +$19.4K +1,022 +4%
RFC
260
Regions Financial Corp
Alabama
$474K +$36.3K +1,910 +8%
GC
261
Grimes & Company
Massachusetts
$469K
BCM
262
Bayesian Capital Management
New York
$466K +$213K +11,200 +79%
ECM
263
Evergreen Capital Management
Washington
$464K +$87.5K +4,600 +22%
SPIA
264
Steward Partners Investment Advisory
New York
$464K +$44K +2,316 +10%
GFA
265
Gifford Fong Associates
California
$459K
LWAM
266
Legacy Wealth Asset Management
Minnesota
$456K +$7.63K +401 +2%
TPCW
267
TD Private Client Wealth
New York
$451K +$170K +8,913 +57%
Swedbank
268
Swedbank
Sweden
$450K
SFA
269
Sequoia Financial Advisors
Ohio
$444K +$85.8K +4,511 +23%
WP
270
WMS Partners
Maryland
$441K
BHPW
271
Beverly Hills Private Wealth
California
$439K +$52.5K +2,761 +13%
WT
272
Whittier Trust
California
$435K -$51.9K -2,729 -10%
MA
273
Montag & Associates
Georgia
$433K
PP
274
Pegasus Partners
Wisconsin
$423K +$5.1K +268 +1%
QCM
275
Quantinno Capital Management
New York
$421K +$436K +22,947 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.