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Manulife Financial

441 hedge funds and large institutions have $17.4B invested in Manulife Financial in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 136 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $123M | Put options by funds: $77.9M

2% more capital invested

Capital invested by funds: $17B → $17.4B (+$348M)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.38% more ownership

Funds ownership: 47.71%48.09% (+0.38%)

4% less funds holding

Funds holding: 461441 (-20)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

40% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 48

Holders
441
Holders Change
-20
Holders Change %
-4.34%
% of All Funds
9.67%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.46%
New
29
Increased
136
Reduced
134
Closed
48
Calls
$123M
Puts
$77.9M
Net Calls
+$45.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
326
BlackRock
New York
$43K -$406 -23 -1%
AIS
327
Accurate Investment Solutions
Pennsylvania
$43K
TSW
328
Thompson Siegel & Walmsley
Virginia
$42K
TFS
329
TrustCore Financial Services
Tennessee
$40K -$1.73K -98 -4%
CCM
330
Cribstone Capital Management
Maine
$39K
VNA
331
Valley National Advisers
Pennsylvania
$39K
WTC
332
WhitTier Trust Company
Nevada
$38K
LWA
333
Lenox Wealth Advisors
New York
$36K
SWA
334
Sutton Wealth Advisors
Florida
$32.3K
LWCFA
335
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K
PMFA
336
Plante Moran Financial Advisors
Michigan
$32K
LJHT
337
Laurie J. Hall Trustee
$31K
HNB
338
Huntington National Bank
Ohio
$30K
Kayne Anderson Rudnick Investment Management
339
Kayne Anderson Rudnick Investment Management
California
$30K
MCM
340
Manchester Capital Management
Vermont
$30K
SFSIG
341
San Francisco Sentry Investment Group
California
$28K -$8.83K -500 -25%
LB
342
Legacy Bridge
Iowa
$27K
RAM
343
Riggs Asset Management
Pennsylvania
$27K
ETI
344
Enterprise Trust & Investment
California
$26K
CBT
345
Capital Bank & Trust
California
$23K -$20.8K -1,179 -49%
BFC
346
Bedel Financial Consulting
Indiana
$23K
LWM
347
Liberty Wealth Management
California
$23K +$177 +10 +0.8%
CFGS
348
Concourse Financial Group Securities
Alabama
$22K -$107K -6,068 -84%
MA
349
MUFG Americas
New York
$22K -$6.98K -395 -25%
SC
350
Sawyer & Company
Massachusetts
$22K

MFC Hedge Fund Activity: Q3 2019 in Review

441 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2019, worth a combined $17.4B — up 2% from $17B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MFC and 29 opened new positions — a net loss of 19 holders — while 134 trimmed existing stakes and 136 added.

The largest buyer was Bank of Montreal, adding an estimated $281M. The largest seller was TD Asset Management, cutting an estimated $190M.

  • 441 institutional investors held Manulife Financial (MFC) as of Q3 2019, down from 461 in Q2 2019.
  • Funds reported $17.4B of Manulife Financial stock for Q3 2019, up 2% quarter-over-quarter.
  • 29 funds opened new Manulife Financial positions in Q3 2019 and 48 closed out, a net change of -19 holders.
  • The largest Manulife Financial buyer in Q3 2019 was Bank of Montreal, an estimated $281M added.
  • The largest Manulife Financial seller in Q3 2019 was TD Asset Management, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2019.