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Manulife Financial

537 hedge funds and large institutions have $16.5B invested in Manulife Financial in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 152

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

2% more funds holding

Funds holding: 527537 (+10)

3% more capital invested

Capital invested by funds: $15.9B → $16.5B (+$551M)

0.39% more ownership

Funds ownership: 46.27%46.66% (+0.39%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

52% less call options, than puts

Call options by funds: $194M | Put options by funds: $407M

Holders
537
Holders Change
+10
Holders Change %
+1.9%
% of All Funds
8.43%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
60
Increased
193
Reduced
152
Closed
49
Calls
$194M
Puts
$407M
Net Calls
-$213M
Net Calls Change
+$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$612K +$52.9K +2,770 +9%
VPIM
252
Vanguard Personalized Indexing Management
California
$608K +$113K +5,932 +23%
API
253
Advisor Partners II
California
$598K +$24.1K +1,264 +4%
YCM
254
Yousif Capital Management
Michigan
$583K -$25.8K -1,350 -4%
ARG
255
Advisory Resource Group
Oklahoma
$577K +$19.4K +1,018 +3%
BTWM
256
Baker Tilly Wealth Management
Wisconsin
$574K +$229 +12 +0%
TC
257
TownSquare Capital
Utah
$559K +$293K +15,352 +108%
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$559K -$17.8K -932 -3%
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$557K -$73.8K -3,863 -12%
VT
260
Vise Technologies
New York
$550K +$3.49K +183 +0.6%
FTDI
261
First Trust Direct Indexing
Massachusetts
$538K -$33.3K -1,744 -6%
GIA
262
Gateway Investment Advisers
Ohio
$525K +$263K +13,765 +98%
NA
263
NewEdge Advisors
Louisiana
$523K -$10.2K -533 -2%
MM
264
MQS Management
New York
$521K +$526K +27,572 New
AP
265
Americana Partners
Texas
$519K -$70.5K -3,693 -12%
MML Investors Services
266
MML Investors Services
Massachusetts
$512K +$157K +8,240 +44%
HI
267
Hendershot Investments
Virginia
$510K -$10.9K -570 -2%
AWM
268
AE Wealth Management
Kansas
$509K -$170K -8,912 -25%
TPCW
269
TD Private Client Wealth
New York
$503K +$38.3K +2,006 +8%
KPWS
270
Kestra Private Wealth Services
Texas
$496K -$15.5K -814 -3%
RJT
271
Raymond James Trust
Florida
$491K -$1.74K -91 -0.3%
AIC
272
Archer Investment Corporation
Indiana
$486K
ECM
273
Evergreen Capital Management
Washington
$485K +$6.42K +336 +1%
GC
274
Grimes & Company
Massachusetts
$483K
OWA
275
One Wealth Advisors
California
$482K +$116K +6,082 +31%