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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
S
301
SignatureFD
Georgia
$15K +$5.38K +284 +57%
HR
302
Howe & Rusling
New York
$14K – – –
PSI
303
Pinnacle Summer Investments
Virginia
$13K +$57 +3 +0.4%
Acadian Asset Management
304
Acadian Asset Management
Massachusetts
$12K – – –
RCG
305
Ruggie Capital Group
Florida
$12K +$12.4K +655 New
GWA
306
Genesis Wealth Advisors
Massachusetts
$11.3K +$12.2K +644 New
BIM
307
BlackRock Investment Management
Delaware
$11K -$38K -2,006 -77%
KT
308
Kanaly Trust
Texas
$11K – – –
FFC
309
First Financial Corp
Indiana
$10K – – –
CTC
310
Central Trust Company
Missouri
$9K – – –
RIA
311
Regal Investment Advisors
Michigan
$9K – – –
MCM
312
MV Capital Management
Maryland
$9K +$8.55K +452 New
CFG
313
CKW Financial Group
Hawaii
$8K – – –
TDC
314
Thompson Davis & Co
Virginia
$8K – – –
PI
315
PineBridge Investments
New York
$7K -$2.87M -151,542 -100%
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
PSUF
317
People's United Financial
Connecticut
$7K – – –
BKA
318
Brick & Kyle Associates
Pennsylvania
$7K +$6.89K +364 New
NFG
319
Next Financial Group
Texas
$6K -$29.4K -1,553 -84%
DOA
320
D'Orazio & Associates
Virginia
$6K – – –
MWP
321
MYCIO Wealth Partners
Pennsylvania
$6K – – –
VIA
322
Vantage Investment Advisors
Pennsylvania
$6K – – –
SFWA
323
Summit Financial Wealth Advisors
Louisiana
$6K +$5.89K +311 New
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
FANJ
325
Financial Architects (New Jersey)
New Jersey
$5K – – –
11 12
13
14 15

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.