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Manulife Financial

540 hedge funds and large institutions have $15.8B invested in Manulife Financial in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

8% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 169

1% more funds holding

Funds holding: 537540 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.05% less ownership

Funds ownership: 46.66%46.62% (-0.05%)

4% less capital invested

Capital invested by funds: $16.5B → $15.8B (-$705M)

53% less call options, than puts

Call options by funds: $175M | Put options by funds: $371M

Holders
540
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
8.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
183
Reduced
169
Closed
43
Calls
$175M
Puts
$371M
Net Calls
-$197M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$547K -$45.9K -2,430 -8%
CT
252
Coastline Trust
Rhode Island
$547K -$348K -18,390 -38%
YCM
253
Yousif Capital Management
Michigan
$547K -$17.4K -920 -3%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$542K +$3.19K +169 +0.6%
AWM
255
AE Wealth Management
Kansas
$540K +$49.8K +2,635 +10%
Fiera Capital (Canada)
256
Fiera Capital (Canada)
Quebec, Canada
$537K -$218K -11,555 -28%
NA
257
NewEdge Advisors
Louisiana
$516K +$10.1K +534 +2%
KPWS
258
Kestra Private Wealth Services
Texas
$511K +$33.2K +1,758 +7%
GIA
259
Gateway Investment Advisers
Ohio
$507K
MML Investors Services
260
MML Investors Services
Massachusetts
$498K +$3.33K +176 +0.7%
ECM
261
Evergreen Capital Management
Washington
$494K +$26.5K +1,402 +5%
TPCW
262
TD Private Client Wealth
New York
$470K -$16.2K -858 -3%
AIC
263
Archer Investment Corporation
Indiana
$470K
HI
264
Hendershot Investments
Virginia
$470K -$24.6K -1,300 -5%
LWAM
265
Legacy Wealth Asset Management
Minnesota
$466K +$8.49K +449 +2%
GC
266
Grimes & Company
Massachusetts
$459K -$8.49K -449 -2%
GFA
267
Gifford Fong Associates
California
$457K
VT
268
Vise Technologies
New York
$456K -$77.8K -4,116 -14%
OC
269
Oppenheimer & Co
New York
$455K +$32.4K +1,715 +7%
AC
270
AlphaCore Capital
California
$447K
RJT
271
Raymond James Trust
Florida
$441K -$34.5K -1,825 -7%
WP
272
WMS Partners
Maryland
$439K
WT
273
Whittier Trust
California
$432K
MA
274
Montag & Associates
Georgia
$431K
PP
275
Pegasus Partners
Wisconsin
$431K +$4.88K +258 +1%

MFC Hedge Fund Activity: Q3 2023 in Review

540 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2023, worth a combined $15.8B — down 4.3% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MFC positions and 43 closed out — a net gain of 12 holders — while 183 added to existing stakes and 169 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $91.5M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $146M sold.

  • 540 institutional investors held Manulife Financial (MFC) as of Q3 2023, up from 537 in Q2 2023.
  • Funds reported $15.8B of Manulife Financial stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 55 funds opened new Manulife Financial positions in Q3 2023 and 43 closed out, a net change of +12 holders.
  • The largest Manulife Financial buyer in Q3 2023 was Arrowstreet Capital, an estimated $91.5M added.
  • The largest Manulife Financial seller in Q3 2023 was MUFG Securities EMEA, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2023.