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Manulife Financial

632 hedge funds and large institutions have $22.3B invested in Manulife Financial in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 39

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

16% more capital invested

Capital invested by funds: $19.2B → $22.3B (+$3.09B)

7% more funds holding

Funds holding: 592632 (+40)

1.26% more ownership

Funds ownership: 47.79%49.05% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 196

44% less call options, than puts

Call options by funds: $256M | Put options by funds: $459M

Holders
632
Holders Change
+40
Holders Change %
+6.76%
% of All Funds
9.1%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
88
Increased
202
Reduced
196
Closed
39
Calls
$256M
Puts
$459M
Net Calls
-$203M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
326
Burke & Herbert Bank & Trust
Virginia
$488K
SIA
327
Strategic Investment Advisors
Michigan
$481K +$10.3K +447 +2%
BCG
328
BayBridge Capital Group
California
$480K -$2.23K -97 -0.5%
CCIA
329
Campbell & Co Investment Adviser
Maryland
$475K +$184K +8,006 +73%
IAN
330
Integrated Advisors Network
Texas
$470K +$1.68K +73 +0.4%
WWA
331
WCG Wealth Advisors
Nevada
$453K -$17K -738 -4%
VT
332
Vise Technologies
New York
$451K -$45.8K -1,994 -10%
HNB
333
Huntington National Bank
Ohio
$446K +$54.9K +2,388 +15%
PA
334
PFG Advisors
Arizona
$441K +$42.5K +1,851 +12%
BIG
335
Boothe Investment Group
Delaware
$436K
BHC
336
Bowen Hanes & Co
Florida
$432K -$1.03K -45 -0.3%
CSIC
337
Clifford Swan Investment Counsel
California
$427K -$10.7K -466 -3%
SWP
338
Stratos Wealth Partners
Ohio
$426K +$100K +4,372 +35%
CIC
339
Crawford Investment Counsel
Georgia
$423K
ORC
340
O'Rourke & Company
Massachusetts
$419K +$161 +7 +0%
ALAM
341
Asahi Life Asset Management
Japan
$416K +$383K +16,650 New
SPIA
342
Steward Partners Investment Advisory
New York
$410K -$33.9K -1,474 -8%
WFI
343
West Family Investments
California
$406K
KWM
344
Kingsview Wealth Management
Oregon
$402K +$370K +16,097 New
Pacer Advisors
345
Pacer Advisors
Pennsylvania
$396K -$13.5K -588 -4%
KJHP
346
K.J. Harrison & Partners
Ontario, Canada
$390K +$8.3K +361 +2%
Fayez Sarofim & Co
347
Fayez Sarofim & Co
Texas
$390K
WANY
348
Wealthspire Advisors (New York)
New York
$389K
NHC
349
Nicholas Hoffman & Company
Georgia
$382K
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$380K -$11.3K -490 -3%

MFC Hedge Fund Activity: Q1 2024 in Review

632 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2024, worth a combined $22.3B — up 16% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 39 closed out — a net gain of 49 holders — while 202 added to existing stakes and 196 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $227M. The largest seller was Harding Loevner, cutting an estimated $203M.

  • 632 institutional investors held Manulife Financial (MFC) as of Q1 2024, up from 592 in Q4 2023.
  • Funds reported $22.3B of Manulife Financial stock for Q1 2024, up 16% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q1 2024 and 39 closed out, a net change of +49 holders.
  • The largest Manulife Financial buyer in Q1 2024 was Royal Bank of Canada, an estimated $227M added.
  • The largest Manulife Financial seller in Q1 2024 was Harding Loevner, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.