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Manulife Financial

441 hedge funds and large institutions have $17.4B invested in Manulife Financial in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 136 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $123M | Put options by funds: $77.9M

2% more capital invested

Capital invested by funds: $17B → $17.4B (+$348M)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.38% more ownership

Funds ownership: 47.71%48.09% (+0.38%)

4% less funds holding

Funds holding: 461441 (-20)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

40% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 48

Holders
441
Holders Change
-20
Holders Change %
-4.34%
% of All Funds
9.67%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.46%
New
29
Increased
136
Reduced
134
Closed
48
Calls
$123M
Puts
$77.9M
Net Calls
+$45.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
376
Pacific Center for Financial Services
California
$15K
PFGIA
377
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$5.72K -324 -30%
EI
378
Ellevest Inc
New York
$14K
FMTCOCP
379
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K
PCG
380
Private Capital Group
Connecticut
$14K
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$14K
PWP
382
Personal Wealth Partners
Minnesota
$13K
LWM
383
Lenox Wealth Management
Ohio
$13K +$159 +9 +1%
EFSCE
384
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$830 +47 +7%
FCA
385
FinTrust Capital Advisors
South Carolina
$12K -$442 -25 -4%
AF
386
Allworth Financial
California
$12K
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$12K
KWA
388
KCS Wealth Advisory
California
$11.4K +$10.9K +620 New
FHA
389
First Horizon Advisors
Tennessee
$9K -$5.72K -324 -37%
CAL
390
Capital Analysts LLC
Pennsylvania
$9K
LFG
391
LifePlan Financial Group
Ohio
$9K
PB
392
Pinnacle Bancorp
Nebraska
$9K
VFA
393
Valeo Financial Advisors
Indiana
$9K
EIP
394
Ellis Investment Partners
Pennsylvania
$9K +$71 +4 +0.8%
Group One Trading
395
Group One Trading
Illinois
$9K +$8.64K +489 New
AIC
396
Ameritas Investment Company
Nebraska
$9K +$8.71K +493 New
CAGAS
397
Capital Advisory Group Advisory Services
Minnesota
$8K
FCB
398
First Command Bank
Texas
$8K
FCFS
399
First Command Financial Services
Texas
$8K
FPB
400
First PREMIER Bank
South Dakota
$8K

MFC Hedge Fund Activity: Q3 2019 in Review

441 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2019, worth a combined $17.4B — up 2% from $17B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MFC and 29 opened new positions — a net loss of 19 holders — while 134 trimmed existing stakes and 136 added.

The largest buyer was Bank of Montreal, adding an estimated $281M. The largest seller was TD Asset Management, cutting an estimated $190M.

  • 441 institutional investors held Manulife Financial (MFC) as of Q3 2019, down from 461 in Q2 2019.
  • Funds reported $17.4B of Manulife Financial stock for Q3 2019, up 2% quarter-over-quarter.
  • 29 funds opened new Manulife Financial positions in Q3 2019 and 48 closed out, a net change of -19 holders.
  • The largest Manulife Financial buyer in Q3 2019 was Bank of Montreal, an estimated $281M added.
  • The largest Manulife Financial seller in Q3 2019 was TD Asset Management, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2019.