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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
TWA
326
TCI Wealth Advisors
Arizona
$5K – – –
LWA
327
Lowe Wealth Advisors
Maryland
$5K +$5.11K +270 New
CAL
328
Capital Analysts LLC
Pennsylvania
$4.66K – – –
FNYS
329
First New York Securities
New York
$3.25K – – –
CCS
330
Crosspoint Capital Strategies
California
$3K – – –
CTB
331
Country Trust Bank
Illinois
$2.46K -$117K -6,198 -98%
FWM
332
Focused Wealth Management
New York
$1K – – –
AWM
333
AllSquare Wealth Management
New York
$1K +$757 +40 New
ACS
334
Archford Capital Strategies
Illinois
$1K +$833 +44 New
SIA
335
Stancorp Investment Advisers
Oregon
$1K +$852 +45 New
BRWA
336
B. Riley Wealth Advisors
Florida
$65 +$64K +3,384 New
Manulife (Manufacturers Life Insurance)
337
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9 +$8.88K +469 New
SI
338
Sentry Investments
Ontario, Canada
– -$4.03M -209,285 Closed
LOAMS
339
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$3.49M -179,527 Closed
H
340
Hexavest
Quebec, Canada
– -$1.76M -91,435 Closed
IG
341
ING Group
Netherlands
– -$1.32M -68,604 Closed
CCIA
342
Campbell & Co Investment Adviser
Maryland
– -$951K -49,400 Closed
WCA
343
Waratah Capital Advisors
Ontario, Canada
– -$929K -48,300 Closed
VAM
344
Visium Asset Management
New York
– -$764K -39,679 Closed
PP
345
PDT Partners
New York
– -$593K -30,800 Closed
NL
346
NWAM LLC
Washington
– -$386K -20,039 Closed
BB
347
Bell Bank
North Dakota
– -$378K -19,635 Closed
CP
348
Cumberland Partners
Ontario, Canada
– -$339K -17,624 Closed
HA
349
Halsey Associates
Connecticut
– -$289K -15,000 Closed
HI
350
HBK Investments
Texas
– -$287K -14,900 Closed
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.