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Manulife Financial

540 hedge funds and large institutions have $15.8B invested in Manulife Financial in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

8% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 169

1% more funds holding

Funds holding: 537540 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.05% less ownership

Funds ownership: 46.66%46.62% (-0.05%)

4% less capital invested

Capital invested by funds: $16.5B → $15.8B (-$705M)

53% less call options, than puts

Call options by funds: $175M | Put options by funds: $371M

Holders
540
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
8.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
183
Reduced
169
Closed
43
Calls
$175M
Puts
$371M
Net Calls
-$197M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KS
351
Karpas Strategies
Connecticut
$219K
CGA
352
Crescent Grove Advisors
Illinois
$211K +$2.23K +118 +1%
PFO
353
Pathstone Family Office
New Jersey
$207K +$214K +11,298 New
CG
354
Caprock Group
Idaho
$204K +$211K +11,185 New
JWCA
355
J.W. Cole Advisors
Florida
$204K +$211K +11,138 New
PHS
356
Pekin Hardy Strauss
Illinois
$203K
VPI
357
Value Partners Investments
Manitoba, Canada
$202K +$208K +11,027 New
Credit Agricole
358
Credit Agricole
France
$202K
CB
359
Commerce Bank
Missouri
$201K -$9.89K -523 -5%
RCM
360
RNC Capital Management
California
$201K +$19 +1 +0%
BWM
361
Baron Wealth Management
Michigan
$200K +$13.6K +717 +7%
FNT
362
First Nebraska Trust
Nebraska
$200K
PAS
363
Park Avenue Securities
New York
$199K -$5.25K -278 -2%
FNBTCON
364
First National Bank & Trust Co of Newtown
Pennsylvania
$199K
FFM
365
Forum Financial Management
Illinois
$199K
HWM
366
HB Wealth Management
Georgia
$197K +$204K +10,778 New
PCS
367
Personal CFO Solutions
New Jersey
$196K +$1.97K +104 +1%
BRWA
368
B. Riley Wealth Advisors
Florida
$196K -$34.9K -1,844 -15%
CBOR
369
Community Bank of Raymore
Missouri
$195K
BPA
370
Beacon Pointe Advisors
California
$194K +$201K +10,612 New
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$194K +$200K +10,603 New
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$191K -$31.1K -1,645 -14%
BTI
373
Blue Trust Inc
Georgia
$187K +$110K +5,811 +142%
SPC
374
Sigma Planning Corp
Michigan
$186K +$192K +10,178 New
EH
375
Equitable Holdings
New York
$184K +$190K +10,061 New

MFC Hedge Fund Activity: Q3 2023 in Review

540 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2023, worth a combined $15.8B — down 4.3% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MFC positions and 43 closed out — a net gain of 12 holders — while 183 added to existing stakes and 169 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $91.5M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $146M sold.

  • 540 institutional investors held Manulife Financial (MFC) as of Q3 2023, up from 537 in Q2 2023.
  • Funds reported $15.8B of Manulife Financial stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 55 funds opened new Manulife Financial positions in Q3 2023 and 43 closed out, a net change of +12 holders.
  • The largest Manulife Financial buyer in Q3 2023 was Arrowstreet Capital, an estimated $91.5M added.
  • The largest Manulife Financial seller in Q3 2023 was MUFG Securities EMEA, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2023.