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Manulife Financial

496 hedge funds and large institutions have $13.7B invested in Manulife Financial in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 52

7% more funds holding

Funds holding: 464496 (+32)

0.97% more ownership

Funds ownership: 47.74%48.71% (+0.97%)

0% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 145

20% less capital invested

Capital invested by funds: $17B → $13.7B (-$3.31B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

52% less call options, than puts

Call options by funds: $24.9M | Put options by funds: $52M

Holders
496
Holders Change
+32
Holders Change %
+6.9%
% of All Funds
11.05%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.31%
New
88
Increased
145
Reduced
145
Closed
52
Calls
$24.9M
Puts
$52M
Net Calls
-$27.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
276
Oxford Asset Management
United Kingdom
$209K +$234K +14,755 New
CAG
277
Csenge Advisory Group
Florida
$205K +$36.3K +2,290 +19%
TCM
278
Tributary Capital Management
Nebraska
$204K -$15.9K -1,000 -6%
PHS
279
Pekin Hardy Strauss
Illinois
$200K
CCM
280
Covington Capital Management
California
$199K
LOAMS
281
Lombard Odier Asset Management (Switzerland)
Switzerland
$196K
FFG
282
Fortem Financial Group
California
$194K +$217K +13,674 New
KeyBank National Association
283
KeyBank National Association
Ohio
$193K +$28.7K +1,812 +15%
KAM
284
Kassirer Asset Management
Ontario, Canada
$192K
OCG
285
Opus Capital Group
Ohio
$192K
SI
286
Stephens Inc
Arkansas
$185K +$206K +13,011 New
RCM
287
Riverhead Capital Management
Delaware
$183K -$1.58K -100 -0.8%
HSA
288
HBK Sorce Advisory
Pennsylvania
$177K -$135K -8,514 -41%
GWS
289
Glassman Wealth Services
Virginia
$176K
SF
290
Synovus Financial
Georgia
$171K +$63 +4 +0%
NP
291
Ninepoint Partners
Ontario, Canada
$170K -$13.2M -832,100 -99%
KS
292
Karpas Strategies
Connecticut
$170K
AP
293
Advisor Partners
California
$167K +$187K +11,768 New
MOS
294
MGO One Seven
Ohio
$166K -$15.3K -965 -8%
RFC
295
Regions Financial Corp
Alabama
$166K -$7.59K -479 -4%
GHCM
296
Glen Harbor Capital Management
California
$166K -$2.54K -160 -1%
CRC
297
Curi RMB Capital
Illinois
$165K
SLG
298
Stanley-Laman Group
Pennsylvania
$164K
PAS
299
Park Avenue Securities
New York
$164K +$167K +10,529 New
RJT
300
Raymond James Trust
Florida
$164K +$183K +11,566 New

MFC Hedge Fund Activity: Q4 2018 in Review

496 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2018, worth a combined $13.7B — down 20% from $17B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 52 closed out — a net gain of 36 holders — while 145 added to existing stakes and 145 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $262M. The largest seller was Royal Bank of Canada, cutting an estimated $97.3M.

  • 496 institutional investors held Manulife Financial (MFC) as of Q4 2018, up from 464 in Q3 2018.
  • Funds reported $13.7B of Manulife Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q4 2018 and 52 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q4 2018 was EdgePoint Investment Group, an estimated $262M added.
  • The largest Manulife Financial seller in Q4 2018 was Royal Bank of Canada, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2018.