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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
BRWA
326
B. Riley Wealth Advisors
Florida
$243K +$27.8K +1,461 +12%
QCG
327
Quadrant Capital Group
Ohio
$243K +$48.4K +2,543 +24%
CCA
328
Checchi Capital Advisers
California
$242K +$5.23K +275 +2%
NHC
329
Nicholas Hoffman & Company
Georgia
$242K
BFA
330
Bragg Financial Advisors
North Carolina
$242K +$250K +13,164 New
SF
331
Synovus Financial
Georgia
$237K +$4.47K +235 +2%
MG
332
Mather Group
Illinois
$231K
SIM
333
Stratos Investment Management
Ohio
$227K +$114 +6 +0%
FCI
334
Financial Counselors Inc
Kansas
$226K -$42.1K -2,212 -15%
CFGS
335
Concourse Financial Group Securities
Alabama
$223K +$2.95K +155 +1%
KS
336
Karpas Strategies
Connecticut
$220K
KJHP
337
K.J. Harrison & Partners
Ontario, Canada
$219K +$685 +36 +0.3%
BCV
338
Banque Cantonale Vaudoise
Switzerland
$218K +$198K +10,400 +693%
ACA
339
Atlas Capital Advisors
Wyoming
$211K +$57.5K +3,025 +36%
CGA
340
Crescent Grove Advisors
Illinois
$207K +$2.34K +123 +1%
RCM
341
RNC Capital Management
California
$207K +$18K +945 +9%
MCC
342
Malaga Cove Capital
California
$205K
PHS
343
Pekin Hardy Strauss
Illinois
$204K
BTI
344
Blue Trust Inc
Georgia
$204K +$96.2K +5,060 +80%
Credit Agricole
345
Credit Agricole
France
$203K
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$202K +$31.4K +1,651 +18%
FNT
347
First Nebraska Trust
Nebraska
$201K
FNBTCON
348
First National Bank & Trust Co of Newtown
Pennsylvania
$200K
FFM
349
Forum Financial Management
Illinois
$199K -$95 -5 -0%
MPPW
350
Mitchell & Pahl Private Wealth
Oklahoma
$199K -$12.5K -656 -6%

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.