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Manulife Financial

470 hedge funds and large institutions have $19.7B invested in Manulife Financial in 2019 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 143 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

18% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 121

13% more capital invested

Capital invested by funds: $17.4B → $19.7B (+$2.31B)

7% more funds holding

Funds holding: 441470 (+29)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1.48% more ownership

Funds ownership: 48.09%49.57% (+1.5%)

29% less call options, than puts

Call options by funds: $63.9M | Put options by funds: $89.8M

Holders
470
Holders Change
+29
Holders Change %
+6.58%
% of All Funds
9.26%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.43%
New
74
Increased
143
Reduced
121
Closed
37
Calls
$63.9M
Puts
$89.8M
Net Calls
-$25.9M
Net Calls Change
-$71.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
326
Kelly Financial Services
Massachusetts
$72.6K +$68.4K +3,580 New
TFGT
327
TS Financial Group (TSFG)
Illinois
$72K +$344 +18 +0.5%
PCG
328
Private Capital Group
Connecticut
$72K +$53K +2,775 +356%
CFFP
329
Center for Financial Planning
Michigan
$68K +$64.4K +3,373 New
PFSC
330
Peoples Financial Services Corp
Pennsylvania
$67K
IA
331
IFP Advisors
Florida
$63K -$19.3K -1,013 -24%
CT
332
Caldwell Trust
Florida
$62.5K +$58.8K +3,078 New
SBL
333
Sargent Bickham Lagudis
Colorado
$62K +$1.91K +100 +3%
CIM
334
Contravisory Investment Management
Massachusetts
$61K +$57.1K +2,990 New
SIC
335
Salem Investment Counselors
North Carolina
$58K
IBOK
336
Independence Bank of Kentucky
Kentucky
$57K
GWS
337
Glassman Wealth Services
Virginia
$57K +$497 +26 +0.9%
EP
338
Eudaimonia Partners
Tennessee
$52K +$48.6K +2,544 New
WEC
339
Winslow Evans & Crocker
Massachusetts
$50K
WQ
340
Wealth Quarterback
New Jersey
$48.6K +$1.05M +55,141 New
AIS
341
Accurate Investment Solutions
Pennsylvania
$47K
TSW
342
Thompson Siegel & Walmsley
Virginia
$47K
CHA
343
Carmichael Hill & Associates
Maryland
$47K +$43.8K +2,292 New
PCM
344
Prelude Capital Management
New York
$46K -$3.69K -193 -8%
VNA
345
Valley National Advisers
Pennsylvania
$43K
WTC
346
WhitTier Trust Company
Nevada
$42K
LWA
347
Lenox Wealth Advisors
New York
$42K +$1.81K +95 +5%
Chevy Chase Trust
348
Chevy Chase Trust
Maryland
$41K +$38.2K +2,000 New
TFS
349
TrustCore Financial Services
Tennessee
$40K -$4.64K -243 -11%
SFS
350
Sowell Financial Services
Arkansas
$36K -$78.4K -4,104 -70%

MFC Hedge Fund Activity: Q4 2019 in Review

470 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2019, worth a combined $19.7B — up 13% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MFC positions and 37 closed out — a net gain of 37 holders — while 143 added to existing stakes and 121 trimmed.

The largest buyer was Fidelity International, adding an estimated $359M. The largest seller was Prudential plc, cutting an estimated $90M.

  • 470 institutional investors held Manulife Financial (MFC) as of Q4 2019, up from 441 in Q3 2019.
  • Funds reported $19.7B of Manulife Financial stock for Q4 2019, up 13% quarter-over-quarter.
  • 74 funds opened new Manulife Financial positions in Q4 2019 and 37 closed out, a net change of +37 holders.
  • The largest Manulife Financial buyer in Q4 2019 was Fidelity International, an estimated $359M added.
  • The largest Manulife Financial seller in Q4 2019 was Prudential plc, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2019.