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Manulife Financial

592 hedge funds and large institutions have $19.2B invested in Manulife Financial in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 187 increasing their positions, 179 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 34

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

22% more capital invested

Capital invested by funds: $15.8B → $19.2B (+$3.42B)

10% more funds holding

Funds holding: 540592 (+52)

1.17% more ownership

Funds ownership: 46.62%47.79% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 179

44% less call options, than puts

Call options by funds: $251M | Put options by funds: $451M

Holders
592
Holders Change
+52
Holders Change %
+9.63%
% of All Funds
8.63%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
90
Increased
187
Reduced
179
Closed
34
Calls
$251M
Puts
$451M
Net Calls
-$200M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$738K -$34.6K -1,802 -5%
DADC
252
D.A. Davidson & Co
Montana
$720K +$15.7K +820 +3%
TC
253
TownSquare Capital
Utah
$715K +$21.8K +1,136 +4%
ARG
254
Advisory Resource Group
Oklahoma
$714K +$13.5K +702 +2%
SIA
255
Schechter Investment Advisors
Michigan
$713K +$960 +50 +0.2%
CS
256
Candriam SCA
Luxembourg
$710K +$245K +12,754 +66%
BLC
257
Brown, Lisle/Cummings
Rhode Island
$710K +$291K +15,178 +90%
PAMP
258
Polar Asset Management Partners
Ontario, Canada
$708K +$615K +32,006 New
FTDI
259
First Trust Direct Indexing
Massachusetts
$705K -$12.9K -674 -2%
RWA
260
Redhawk Wealth Advisors
Minnesota
$702K +$610K +31,774 New
WA
261
Wealth Alliance
New York
$700K +$18K +938 +3%
RFC
262
Regions Financial Corp
Alabama
$692K -$32.1K -1,674 -5%
CC
263
Cipher Capital
New York
$690K +$361K +18,789 +151%
NA
264
NewEdge Advisors
Louisiana
$671K +$53.5K +2,788 +10%
BTWM
265
Baker Tilly Wealth Management
Wisconsin
$666K +$134 +7 +0%
FFN
266
Focus Financial Network
Minnesota
$664K +$577K +30,052 New
YCM
267
Yousif Capital Management
Michigan
$661K
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$659K -$22.8K -1,187 -4%
GC
269
Grimes & Company
Massachusetts
$657K +$89.2K +4,645 +19%
KA
270
Kovack Advisors
Florida
$646K +$140K +7,306 +33%
AWM
271
AE Wealth Management
Kansas
$629K -$15.2K -789 -3%
CT
272
Coastline Trust
Rhode Island
$626K -$30.9K -1,610 -5%
LNWWM
273
Laird Norton Wetherby Wealth Management
California
$614K -$41.4K -2,156 -7%
GIA
274
Gateway Investment Advisers
Ohio
$613K
BCIM
275
British Columbia Investment Management
British Columbia, Canada
$606K -$5.31M -276,342 -91%