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Manulife Financial

407 hedge funds and large institutions have $19.2B invested in Manulife Financial in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 96 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 28

47% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 96

9% more capital invested

Capital invested by funds: $17.5B → $19.2B (+$1.6B)

6% more funds holding

Funds holding: 384407 (+23)

7% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $41.3M

0.55% more ownership

Funds ownership: 47.09%47.64% (+0.55%)

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

Holders
407
Holders Change
+23
Holders Change %
+5.99%
% of All Funds
10.15%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.62%
New
55
Increased
141
Reduced
96
Closed
28
Calls
$44.1M
Puts
$41.3M
Net Calls
+$2.73M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
351
AssetMark Inc
California
$19K +$4.25K +214 +29%
ST
352
Smithfield Trust
Pennsylvania
$19K +$19.1K +959 New
CPA
353
Clear Perspective Advisors
Illinois
$18K
DBT
354
Dubuque Bank & Trust
Iowa
$17K +$13.4K +673 +408%
FPB
355
First PREMIER Bank
South Dakota
$16K
FWM
356
Focused Wealth Management
New York
$16K +$7.77K +391 +100%
MCIA
357
Mountain Capital Investment Advisors
Colorado
$16K +$15.7K +789 New
First Manhattan
358
First Manhattan
New York
$15K
LNB
359
Ledyard National Bank
$15K
NFG
360
Next Financial Group
Texas
$15K
HR
361
Howe & Rusling
New York
$14K -$9.82K -494 -41%
TWMP
362
Taylor Wealth Management Partners
Massachusetts
$14K
IWM
363
IHT Wealth Management
Illinois
$14K +$40 +2 +0.3%
WA
364
Winfield Associates
Ohio
$13K
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$13K +$12.3K +620 New
PCM
366
Penserra Capital Management
California
$13K +$13.4K +675 New
MWM
367
Mascoma Wealth Management
New Hampshire
$12K
SFG
368
SevenBridge Financial Group
Pennsylvania
$12K
EWM
369
Evercore Wealth Management
New York
$11K
SSB
370
Sandy Spring Bank
Maryland
$11K
VIA
371
Vantage Investment Advisors
Pennsylvania
$11K
CPIG
372
Chicago Partners Investment Group
Illinois
$11K +$10.6K +535 New
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$11K +$11.2K +565 New
CG
374
Cutler Group
California
$10K -$3.68K -185 -27%
ATC
375
Adirondack Trust Company
New York
$10K

MFC Hedge Fund Activity: Q3 2017 in Review

407 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2017, worth a combined $19.2B — up 9.1% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MFC positions and 28 closed out — a net gain of 27 holders — while 141 added to existing stakes and 96 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $255M. The largest seller was Toronto Dominion Bank, cutting an estimated $96.1M.

  • 407 institutional investors held Manulife Financial (MFC) as of Q3 2017, up from 384 in Q2 2017.
  • Funds reported $19.2B of Manulife Financial stock for Q3 2017, up 9.1% quarter-over-quarter.
  • 55 funds opened new Manulife Financial positions in Q3 2017 and 28 closed out, a net change of +27 holders.
  • The largest Manulife Financial buyer in Q3 2017 was Fidelity Investments, an estimated $255M added.
  • The largest Manulife Financial seller in Q3 2017 was Toronto Dominion Bank, an estimated $96.1M sold.

Based on aggregated 13F filings for Q3 2017.