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Manulife Financial

632 hedge funds and large institutions have $22.3B invested in Manulife Financial in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 39

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

16% more capital invested

Capital invested by funds: $19.2B → $22.3B (+$3.09B)

7% more funds holding

Funds holding: 592632 (+40)

1.26% more ownership

Funds ownership: 47.79%49.05% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 196

44% less call options, than puts

Call options by funds: $256M | Put options by funds: $459M

Holders
632
Holders Change
+40
Holders Change %
+6.76%
% of All Funds
9.1%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
88
Increased
202
Reduced
196
Closed
39
Calls
$256M
Puts
$459M
Net Calls
-$203M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Integrated Wealth Concepts
Massachusetts
$756K -$2.04M -88,651 -75%
GC
277
Grimes & Company
Massachusetts
$749K +$5.56K +242 +0.8%
Verition Fund Management
278
Verition Fund Management
Connecticut
$735K +$187K +8,123 +38%
KA
279
Kovack Advisors
Florida
$732K +$1.36K +59 +0.2%
VI
280
Versor Investments
New York
$730K -$181K -7,876 -21%
HFS
281
Hoge Financial Services
Pennsylvania
$724K +$207K +8,995 +45%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$721K +$47.2K +2,055 +8%
AC
283
AXQ Capital
New Jersey
$720K -$253K -11,000 -28%
CT
284
Coastline Trust
Rhode Island
$708K
BTWM
285
Baker Tilly Wealth Management
Wisconsin
$706K -$42.7K -1,857 -6%
NA
286
NewEdge Advisors
Louisiana
$701K -$67.5K -2,935 -9%
GIA
287
Gateway Investment Advisers
Ohio
$698K +$4.5K +196 +0.7%
CS
288
Candriam SCA
Luxembourg
$696K -$94.8K -4,123 -13%
LNWWM
289
Laird Norton Wetherby Wealth Management
California
$694K
SFM
290
Signet Financial Management
New Jersey
$672K +$618K +26,910 New
SLAM
291
Swiss Life Asset Management
$668K -$1.49M -64,825 -71%
TPCW
292
TD Private Client Wealth
New York
$658K +$16.6K +721 +3%
AIC
293
Archer Investment Corporation
Indiana
$642K
TRCT
294
Tower Research Capital (TRC)
New York
$635K +$321K +13,954 +122%
LWAM
295
Legacy Wealth Asset Management
Minnesota
$629K -$10.5K -456 -2%
GFA
296
Gifford Fong Associates
California
$625K
AC
297
AlphaCore Capital
California
$611K
WP
298
WMS Partners
Maryland
$610K +$3.98K +173 +0.7%
FNBT
299
FineMark National Bank & Trust
Florida
$606K -$242K -10,527 -30%
PP
300
Pegasus Partners
Wisconsin
$601K +$5.33K +232 +1%

MFC Hedge Fund Activity: Q1 2024 in Review

632 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2024, worth a combined $22.3B — up 16% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 39 closed out — a net gain of 49 holders — while 202 added to existing stakes and 196 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $227M. The largest seller was Harding Loevner, cutting an estimated $203M.

  • 632 institutional investors held Manulife Financial (MFC) as of Q1 2024, up from 592 in Q4 2023.
  • Funds reported $22.3B of Manulife Financial stock for Q1 2024, up 16% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q1 2024 and 39 closed out, a net change of +49 holders.
  • The largest Manulife Financial buyer in Q1 2024 was Royal Bank of Canada, an estimated $227M added.
  • The largest Manulife Financial seller in Q1 2024 was Harding Loevner, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.