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Manulife Financial

496 hedge funds and large institutions have $13.7B invested in Manulife Financial in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 52

7% more funds holding

Funds holding: 464496 (+32)

0.97% more ownership

Funds ownership: 47.74%48.71% (+0.97%)

0% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 145

20% less capital invested

Capital invested by funds: $17B → $13.7B (-$3.31B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

52% less call options, than puts

Call options by funds: $24.9M | Put options by funds: $52M

Holders
496
Holders Change
+32
Holders Change %
+6.9%
% of All Funds
11.05%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.31%
New
88
Increased
145
Reduced
145
Closed
52
Calls
$24.9M
Puts
$52M
Net Calls
-$27.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
351
Winslow Evans & Crocker
Massachusetts
$36K
BlackRock
352
BlackRock
New York
$34K -$3.3K -208 -8%
BWM
353
BerganKDV Wealth Management
Minnesota
$34K
TFS
354
TrustCore Financial Services
Tennessee
$34K
TAIM
355
TD Ameritrade Investment Management
Nebraska
$34K +$9.39K +592 +33%
AIS
356
Accurate Investment Solutions
Pennsylvania
$33K
TSW
357
Thompson Siegel & Walmsley
Virginia
$33K
PCM
358
Penserra Capital Management
California
$33K +$1.52K +96 +4%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$33K +$14.9K +942 +69%
FCA
360
FinTrust Capital Advisors
South Carolina
$31K +$34.8K +2,198 New
VNA
361
Valley National Advisers
Pennsylvania
$30K
WTC
362
WhitTier Trust Company
Nevada
$30K +$33.1K +2,090 New
ER
363
Enlightenment Research
Florida
$30K +$33.3K +2,100 New
PFGIA
364
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$1.58K -100 -5%
MCM
365
Manchester Capital Management
Vermont
$29K
HNB
366
Huntington National Bank
Ohio
$28K -$19.5K -1,232 -39%
LWA
367
Lenox Wealth Advisors
New York
$28K
WF
368
WealthTrust Fairport
Ohio
$28K
BOPW
369
Brandywine Oak Private Wealth
Pennsylvania
$28K +$31.4K +1,978 New
IC
370
Inscription Capital
Texas
$28K +$31.7K +2,000 New
FHB
371
First Hawaiian Bank
Hawaii
$27K -$2.63K -166 -8%
LJHT
372
Laurie J. Hall Trustee
$27K
NWM
373
Northwest Wealth Management
Iowa
$27K
LWCFA
374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K +$30.4K +1,918 New
PMFA
375
Plante Moran Financial Advisors
Michigan
$25K

MFC Hedge Fund Activity: Q4 2018 in Review

496 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2018, worth a combined $13.7B — down 20% from $17B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 52 closed out — a net gain of 36 holders — while 145 added to existing stakes and 145 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $262M. The largest seller was Royal Bank of Canada, cutting an estimated $97.3M.

  • 496 institutional investors held Manulife Financial (MFC) as of Q4 2018, up from 464 in Q3 2018.
  • Funds reported $13.7B of Manulife Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q4 2018 and 52 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q4 2018 was EdgePoint Investment Group, an estimated $262M added.
  • The largest Manulife Financial seller in Q4 2018 was Royal Bank of Canada, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2018.