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Manulife Financial

470 hedge funds and large institutions have $19.7B invested in Manulife Financial in 2019 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 143 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

18% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 121

13% more capital invested

Capital invested by funds: $17.4B → $19.7B (+$2.31B)

7% more funds holding

Funds holding: 441470 (+29)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1.48% more ownership

Funds ownership: 48.09%49.57% (+1.5%)

29% less call options, than puts

Call options by funds: $63.9M | Put options by funds: $89.8M

Holders
470
Holders Change
+29
Holders Change %
+6.58%
% of All Funds
9.26%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.43%
New
74
Increased
143
Reduced
121
Closed
37
Calls
$63.9M
Puts
$89.8M
Net Calls
-$25.9M
Net Calls Change
-$71.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K
AssetMark Inc
352
AssetMark Inc
California
$36K +$32.4K +1,696 +1,767%
FP
353
Financial Perspectives
Minnesota
$35.8K +$33.7K +1,766 New
SWA
354
Sutton Wealth Advisors
Florida
$35.7K
PMFA
355
Plante Moran Financial Advisors
Michigan
$35K
LJHT
356
Laurie J. Hall Trustee
$34K
BAM
357
Bellevue Asset Management
Washington
$34K +$32.4K +1,696 New
HNB
358
Huntington National Bank
Ohio
$33K
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
$33K
MCM
360
Manchester Capital Management
Vermont
$33K
CG
361
Cutler Group
California
$33K +$31.7K +1,658 New
HF
362
Halpern Financial
Virginia
$30.4K +$28.6K +1,500 New
LB
363
Legacy Bridge
Iowa
$30K
RAM
364
Riggs Asset Management
Pennsylvania
$30K
HIA
365
Harbor Investment Advisory
Maryland
$30K +$28.3K +1,483 New
PA
366
PSI Advisors
Florida
$30K +$28.4K +1,485 New
TFA
367
Tobias Financial Advisors
Florida
$29K +$27.8K +1,453 New
ETI
368
Enterprise Trust & Investment
California
$28K
Twin Tree Management
369
Twin Tree Management
Texas
$28K +$26.1K +1,368 New
LWM
370
Liberty Wealth Management
California
$26K +$210 +11 +0.9%
BFC
371
Bedel Financial Consulting
Indiana
$25K
MA
372
MUFG Americas
New York
$24K
SC
373
Sawyer & Company
Massachusetts
$24K
SSB
374
Sandy Spring Bank
Maryland
$23K
BWM
375
Baystate Wealth Management
Massachusetts
$23K +$6.13K +321 +41%

MFC Hedge Fund Activity: Q4 2019 in Review

470 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2019, worth a combined $19.7B — up 13% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MFC positions and 37 closed out — a net gain of 37 holders — while 143 added to existing stakes and 121 trimmed.

The largest buyer was Fidelity International, adding an estimated $359M. The largest seller was Prudential plc, cutting an estimated $90M.

  • 470 institutional investors held Manulife Financial (MFC) as of Q4 2019, up from 441 in Q3 2019.
  • Funds reported $19.7B of Manulife Financial stock for Q4 2019, up 13% quarter-over-quarter.
  • 74 funds opened new Manulife Financial positions in Q4 2019 and 37 closed out, a net change of +37 holders.
  • The largest Manulife Financial buyer in Q4 2019 was Fidelity International, an estimated $359M added.
  • The largest Manulife Financial seller in Q4 2019 was Prudential plc, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2019.