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Manulife Financial

427 hedge funds and large institutions have $13B invested in Manulife Financial in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $12B → $13B (+$963M)

1% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 142

0.35% less ownership

Funds ownership: 49.53%49.18% (-0.35%)

5% less funds holding

Funds holding: 448427 (-21)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

47% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $125M

Holders
427
Holders Change
-21
Holders Change %
-4.69%
% of All Funds
8.76%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.23%
New
39
Increased
143
Reduced
142
Closed
60
Calls
$66.7M
Puts
$125M
Net Calls
-$58.1M
Net Calls Change
-$45M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
376
Stonebridge Capital Advisors
Minnesota
$9K
LWA
377
Lenox Wealth Advisors
New York
$9K +$6.87K +546 +407%
LFG
378
Larson Financial Group
Missouri
$9K +$8.21K +652 New
SFG
379
Sowa Financial Group
Rhode Island
$8K
VFA
380
Valeo Financial Advisors
Indiana
$8K +$441 +35 +6%
WR
381
Watson Rebecca
$8K +$7.54K +599 New
WEC
382
Winslow Evans & Crocker
Massachusetts
$7K -$13 -1 -0.2%
LFG
383
LifePlan Financial Group
Ohio
$7K
EIP
384
Ellis Investment Partners
Pennsylvania
$7K +$88 +7 +1%
FRA
385
Front Row Advisors
California
$7K +$101 +8 +2%
ZB
386
Zions Bancorporation
Utah
$6K -$8.63K -686 -63%
ADL
387
Asset Dedication LLC
California
$6K -$3.42K -272 -37%
CAGAS
388
Capital Advisory Group Advisory Services
Minnesota
$6K
VRM
389
Vectors Research Management
New York
$6K
Rockefeller Capital Management
390
Rockefeller Capital Management
New York
$6K +$5.6K +445 New
FWM
391
Filbrandt Wealth Management
Wisconsin
$5K
FWM
392
Focused Wealth Management
New York
$5K
IF
393
Ironwood Financial
Arizona
$5K
VCM
394
Versant Capital Management
Arizona
$5K
THWM
395
Taylor Hoffman Wealth Management
Virginia
$5K +$4.19K +333 New
FMTCOCP
396
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$4.46K +354 New
BlackRock
397
BlackRock
New York
$4K -$2.35M -186,777 -100%
TCOV
398
Trust Company of Vermont
Vermont
$4K -$88.5K -7,032 -96%
ARMC
399
American Research & Management Company
Massachusetts
$4K
EFSCE
400
Enterprise Financial Services Corp (EFSC)
Missouri
$4K

MFC Hedge Fund Activity: Q2 2020 in Review

427 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2020, worth a combined $13B — up 8% from $12B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of MFC and 39 opened new positions — a net loss of 21 holders — while 142 trimmed existing stakes and 143 added.

The largest buyer was Royal Bank of Canada, adding an estimated $281M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $208M sold.

  • 427 institutional investors held Manulife Financial (MFC) as of Q2 2020, down from 448 in Q1 2020.
  • Funds reported $13B of Manulife Financial stock for Q2 2020, up 8% quarter-over-quarter.
  • 39 funds opened new Manulife Financial positions in Q2 2020 and 60 closed out, a net change of -21 holders.
  • The largest Manulife Financial buyer in Q2 2020 was Royal Bank of Canada, an estimated $281M added.
  • The largest Manulife Financial seller in Q2 2020 was Causeway Capital Management, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2020.