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Manulife Financial

453 hedge funds and large institutions have $19.5B invested in Manulife Financial in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 135 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 32

26% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $40.1M

22% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 111

11% more funds holding

Funds holding: 407453 (+46)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more capital invested

Capital invested by funds: $19.2B → $19.5B (+$308M)

0.64% less ownership

Funds ownership: 47.64%47% (-0.64%)

Holders
453
Holders Change
+46
Holders Change %
+11.3%
% of All Funds
10.27%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.59%
New
80
Increased
135
Reduced
111
Closed
32
Calls
$50.5M
Puts
$40.1M
Net Calls
+$10.3M
Net Calls Change
+$7.62M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
351
Marino Stram & Associates
Massachusetts
$36K +$35.5K +1,710 New
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$35K
LJHT
353
Laurie J. Hall Trustee
$35K
AF
354
Advisornet Financial
Minnesota
$35K +$35.1K +1,688 New
MCM
355
Manchester Capital Management
Vermont
$34K
PFGIA
356
Patriot Financial Group Insurance Agency
Massachusetts
$32K
WAM
357
Wealthspire Advisors (Maryland)
Maryland
$31K -$10.8K -520 -26%
RAM
358
Riggs Asset Management
Pennsylvania
$31K
WA
359
WealthTrust-Arizona
Arizona
$31K +$10.4K +500 +50%
AIM
360
Anchor Investment Management
South Carolina
$29.1K
LWA
361
Lenox Wealth Advisors
New York
$29K +$28.8K +1,385 New
IWM
362
IHT Wealth Management
Illinois
$28K +$13K +625 +91%
CA
363
Crewe Advisors
Utah
$26K +$26.3K +1,266 New
ACM
364
Armbruster Capital Management
New York
$25K
JWA
365
JFS Wealth Advisors
Pennsylvania
$25K
OC
366
Oakworth Capital
Alabama
$25K
PCP
367
Proficio Capital Partners
Massachusetts
$25K +$3.64K +175 +17%
SC
368
Sawyer & Company
Massachusetts
$25K +$25.1K +1,206 New
LA
369
Legacy Advisors
Pennsylvania
$25K +$25.2K +1,211 New
TRCT
370
Tower Research Capital (TRC)
New York
$24K -$1.63M -78,466 -99%
MWM
371
MinichMacGregor Wealth Management
New York
$24K
PCM
372
Penserra Capital Management
California
$24K +$10.8K +520 +77%
SP
373
SWS Partners
Ohio
$24K +$24.2K +1,166 New
MIP
374
Mondrian Investment Partners
United Kingdom
$23K +$104 +5 +0.6%
MFW
375
Mosaic Family Wealth
Missouri
$21K

MFC Hedge Fund Activity: Q4 2017 in Review

453 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2017, worth a combined $19.5B — up 1.6% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new MFC positions and 32 closed out — a net gain of 48 holders — while 135 added to existing stakes and 111 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $752M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $380M.

  • 453 institutional investors held Manulife Financial (MFC) as of Q4 2017, up from 407 in Q3 2017.
  • Funds reported $19.5B of Manulife Financial stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 80 funds opened new Manulife Financial positions in Q4 2017 and 32 closed out, a net change of +48 holders.
  • The largest Manulife Financial buyer in Q4 2017 was Mackenzie Financial, an estimated $752M added.
  • The largest Manulife Financial seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $380M sold.

Based on aggregated 13F filings for Q4 2017.