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Manulife Financial

527 hedge funds and large institutions have $15.9B invested in Manulife Financial in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 149

6% more capital invested

Capital invested by funds: $15B → $15.9B (+$886M)

4% more funds holding

Funds holding: 506527 (+21)

1.57% more ownership

Funds ownership: 44.7%46.27% (+1.6%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

61% less call options, than puts

Call options by funds: $177M | Put options by funds: $448M

Holders
527
Holders Change
+21
Holders Change %
+4.15%
% of All Funds
8.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
65
Increased
177
Reduced
149
Closed
29
Calls
$177M
Puts
$448M
Net Calls
-$271M
Net Calls Change
+$97M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$316K -$157K -8,238 -32%
CIC
302
Crawford Investment Counsel
Georgia
$311K +$322K +16,946 New
BC
303
Bridgefront Capital
Texas
$310K +$321K +16,860 New
SIA
304
Strategic Investment Advisors
Michigan
$306K +$316K +16,641 New
BBHC
305
Brown Brothers Harriman & Co
New York
$297K
GWM
306
GSB Wealth Management
Connecticut
$295K -$149K -7,850 -33%
IAN
307
Integrated Advisors Network
Texas
$290K
BAM
308
Blueshift Asset Management
New Jersey
$282K +$292K +15,367 New
GC
309
Guggenheim Capital
Illinois
$281K +$32.2K +1,692 +12%
BIP
310
Brandes Investment Partners
California
$276K
BL
311
Balentine LLC
Georgia
$264K +$9.62K +506 +4%
WP
312
WealthSource Partners
California
$262K -$12.2K -643 -4%
Pacer Advisors
313
Pacer Advisors
Pennsylvania
$262K +$8.73K +459 +3%
CSIC
314
Clifford Swan Investment Counsel
California
$261K -$5.44K -286 -2%
TC
315
TownSquare Capital
Utah
$261K -$12K -632 -4%
GIA
316
Gateway Investment Advisers
Ohio
$257K -$247 -13 -0.1%
FWCM
317
Ferguson Wellman Capital Management
Oregon
$255K
Brown Advisory
318
Brown Advisory
Maryland
$254K +$21.1K +1,112 +9%
SG Americas Securities
319
SG Americas Securities
New York
$254K +$264K +13,858 New
SI
320
Stephens Inc
Arkansas
$252K +$23.2K +1,218 +10%
WB
321
WesBanco Bank
West Virginia
$251K -$38K -2,000 -13%
SFG
322
Summit Financial Group
West Virginia
$250K -$48.6K -2,555 -16%
HWAM
323
Hennion & Walsh Asset Management
New Jersey
$248K -$3.23K -170 -1%
MHS
324
M Holdings Securities
Oregon
$245K -$460K -24,194 -64%
IAA
325
Independent Advisor Alliance
North Carolina
$244K +$38 +2 +0%

MFC Hedge Fund Activity: Q1 2023 in Review

527 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2023, worth a combined $15.9B — up 5.9% from $15B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MFC positions and 29 closed out — a net gain of 36 holders — while 177 added to existing stakes and 149 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $136M. The largest seller was Royal Bank of Canada, cutting an estimated $221M.

  • 527 institutional investors held Manulife Financial (MFC) as of Q1 2023, up from 506 in Q4 2022.
  • Funds reported $15.9B of Manulife Financial stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 65 funds opened new Manulife Financial positions in Q1 2023 and 29 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q1 2023 was Canada Pension Plan Investment Board, an estimated $136M added.
  • The largest Manulife Financial seller in Q1 2023 was Royal Bank of Canada, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2023.