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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
Brown Advisory
276
Brown Advisory
Maryland
$605K +$271K +14,103 +106%
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$593K -$54.2K -2,823 -10%
BEI
278
Benjamin Edwards Inc
Missouri
$593K +$377K +19,655 +273%
Fiera Capital (Canada)
279
Fiera Capital (Canada)
Quebec, Canada
$579K -$61.3K -3,193 -11%
AIC
280
Archer Investment Corporation
Indiana
$568K
HI
281
Hendershot Investments
Virginia
$568K
LWAM
282
Legacy Wealth Asset Management
Minnesota
$566K +$2.38K +124 +0.5%
TPCW
283
TD Private Client Wealth
New York
$566K -$2.48K -129 -0.5%
OWA
284
One Wealth Advisors
California
$559K +$486K +25,311 New
JFGIW
285
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$554K +$31.6K +1,643 +7%
GFA
286
Gifford Fong Associates
California
$553K
AC
287
AlphaCore Capital
California
$541K
DA
288
Duality Advisers
Florida
$537K -$961K -50,041 -67%
WP
289
WMS Partners
Maryland
$536K +$4.09K +213 +0.9%
SDWMA
290
Schneider Downs Wealth Management Advisors
Pennsylvania
$530K +$153K +7,974 +50%
CAC
291
Core Alternative Capital
Georgia
$529K +$7.18K +374 +2%
William Blair & Company
292
William Blair & Company
Illinois
$527K +$127K +6,589 +38%
OC
293
Oppenheimer & Co
New York
$527K -$20K -1,043 -4%
PP
294
Pegasus Partners
Wisconsin
$526K +$4.53K +236 +1%
MA
295
Montag & Associates
Georgia
$521K
RJT
296
Raymond James Trust
Florida
$520K -$11.9K -621 -3%
WT
297
Whittier Trust
California
$516K -$5.93K -309 -1%
BSW
298
Buckingham Strategic Wealth
Missouri
$507K +$32.2K +1,678 +8%
BHPW
299
Beverly Hills Private Wealth
California
$490K -$16.2K -844 -4%
BL
300
Balentine LLC
Georgia
$488K +$29K +1,508 +7%