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Manulife Financial
MFC

339 hedge funds and large institutions have $17.7B invested in Manulife Financial in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

6% more funds holding

Funds holding: 319 → 339 (+20)

1.66% more ownership

Funds ownership: 48.03% → 49.69% (+1.7%)

3% more capital invested

Capital invested by funds: $17.2B → $17.7B (+$474M)

2% less call options, than puts

Call options by funds: $37.6M | Put options by funds: $38.2M

4% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 102

Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
9.04%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
52
Increased
98
Reduced
102
Closed
28
Calls
$37.6M
Puts
$38.2M
Net Calls
-$663K
Net Calls Change
-$60.6M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$135M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$72M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$53.6M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$77.7M
2
Two Sigma Investments
Two Sigma Investments
New York
-$35.6M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$23M
4
CS
Credit Suisse
Switzerland
-$20.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
276
Summit Securities Group
New York
$38K +$37.9K +2,000 New
WEC
277
Winslow Evans & Crocker
Massachusetts
$37.1K – – –
FPFS
278
First Personal Financial Services
North Carolina
$34K +$34.1K +1,800 New
DBT
279
Dubuque Bank & Trust
Iowa
$31K – – –
JIC
280
Joel Isaacson & Co
New York
$31K – – –
MCM
281
Manchester Capital Management
Vermont
$31K +$30.6K +1,617 New
BIT
282
BlackRock Institutional Trust
California
$31K +$31K +1,640 New
AA
283
Apriem Advisors
California
$29K – – –
RAM
284
Riggs Asset Management
Pennsylvania
$28K – – –
CFA
285
CT Financial Advisors
Pennsylvania
$27K +$26.7K +1,412 New
VNA
286
Valley National Advisers
Pennsylvania
$25K +$23.9K +1,262 New
JWA
287
JFS Wealth Advisors
Pennsylvania
$23K – – –
OC
288
Oakworth Capital
Alabama
$23K – – –
AP
289
Atwood & Palmer
Missouri
$22K – – –
First Manhattan
290
First Manhattan
New York
$22K – – –
BPBT
291
Boston Private Bank & Trust
Massachusetts
$21K -$3.62K -191 -15%
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$19.9K – – –
ECM
293
Estabrook Capital Management
New York
$19.1K – – –
ATC
294
Adirondack Trust Company
New York
$18K – – –
First Eagle Investment Management
295
First Eagle Investment Management
New York
$18K – – –
SSB
296
Sandy Spring Bank
Maryland
$18K +$10.7K +566 +151%
TCM
297
Tradewinds Capital Management
Washington
$17K – – –
EAMA
298
EFG Asset Management (Americas)
Florida
$17K +$17K +897 New
LNB
299
Ledyard National Bank
$16K – – –
HRIA
300
Haberer Registered Investment Advisor
Ohio
$15K – – –
10 11
12
13 14

MFC Hedge Fund Activity: Q4 2014 in Review

339 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2014, worth a combined $17.7B — up 2.7% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MFC positions and 28 closed out — a net gain of 24 holders — while 98 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $135M. The largest seller was Franklin Resources, cutting an estimated $77.7M.

  • 339 institutional investors held Manulife Financial (MFC) as of Q4 2014, up from 319 in Q3 2014.
  • Funds reported $17.7B of Manulife Financial stock for Q4 2014, up 2.7% quarter-over-quarter.
  • 52 funds opened new Manulife Financial positions in Q4 2014 and 28 closed out, a net change of +24 holders.
  • The largest Manulife Financial buyer in Q4 2014 was Bank of Montreal, an estimated $135M added.
  • The largest Manulife Financial seller in Q4 2014 was Franklin Resources, an estimated $77.7M sold.

Based on aggregated 13F filings for Q4 2014.