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Manulife Financial

446 hedge funds and large institutions have $20.6B invested in Manulife Financial in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

37% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 117

22% more capital invested

Capital invested by funds: $16.9B → $20.6B (+$3.66B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0.36% more ownership

Funds ownership: 48.85%49.22% (+0.36%)

0% less funds holding

Funds holding: 448446 (-2)

42% less call options, than puts

Call options by funds: $133M | Put options by funds: $231M

Holders
446
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
7.83%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
46
Increased
160
Reduced
117
Closed
45
Calls
$133M
Puts
$231M
Net Calls
-$97.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
376
Central Trust Company
Missouri
$20K
CAC
377
Certified Advisory Corp
Florida
$20K +$18.1K +907 New
GWSG
378
GPS Wealth Strategies Group
Colorado
$20K +$19.2K +965 New
AWM
379
Accel Wealth Management
Iowa
$19K
HPC
380
HM Payson & Co
Maine
$19K
JCM
381
Jacobi Capital Management
Pennsylvania
$19K
PCFFS
382
Pacific Center for Financial Services
California
$18K
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$17K +$4.54K +228 +38%
ADL
384
Asset Dedication LLC
California
$16K
IA
385
IFP Advisors
Florida
$16K
LJHT
386
Laurie J. Hall Trustee
$16K
CWC
387
Carolinas Wealth Consulting
North Carolina
$16K +$15.2K +765 New
TFGT
388
TS Financial Group (TSFG)
Illinois
$15K -$4.28K -215 -24%
IAIM
389
International Assets Investment Management
Florida
$15K
ATC
390
Adirondack Trust Company
New York
$14K
APWM
391
Atlas Private Wealth Management
New York
$14K
JWA
392
JFS Wealth Advisors
Pennsylvania
$13K
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$13K
MWM
394
Mascoma Wealth Management
New Hampshire
$13K +$11.9K +599 New
CB
395
CNB Bank
Pennsylvania
$12K
PWA
396
Phoenix Wealth Advisors
North Carolina
$12K
EIP
397
Ellis Investment Partners
Pennsylvania
$12K +$100 +5 +0.9%
CA
398
Clearstead Advisors
Ohio
$12K +$2.19K +110 +23%
PFSC
399
Peoples Financial Services Corp
Pennsylvania
$11K -$13.9K -700 -59%
SWP
400
ShoreHaven Wealth Partners
New Jersey
$11K +$80 +4 +0.8%

MFC Hedge Fund Activity: Q1 2021 in Review

446 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2021, worth a combined $20.6B — up 22% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MFC positions and 45 closed out — a net gain of 1 holder — while 160 added to existing stakes and 117 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $366M. The largest seller was Canada Life, cutting an estimated $422M.

  • 446 institutional investors held Manulife Financial (MFC) as of Q1 2021, down from 448 in Q4 2020.
  • Funds reported $20.6B of Manulife Financial stock for Q1 2021, up 22% quarter-over-quarter.
  • 46 funds opened new Manulife Financial positions in Q1 2021 and 45 closed out, a net change of +1 holder.
  • The largest Manulife Financial buyer in Q1 2021 was Fidelity Investments, an estimated $366M added.
  • The largest Manulife Financial seller in Q1 2021 was Canada Life, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2021.