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Manulife Financial

465 hedge funds and large institutions have $18.5B invested in Manulife Financial in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 144 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

4% more funds holding

Funds holding: 446465 (+19)

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 144

0.72% less ownership

Funds ownership: 49.22%48.5% (-0.72%)

10% less capital invested

Capital invested by funds: $20.6B → $18.5B (-$2.07B)

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

54% less call options, than puts

Call options by funds: $113M | Put options by funds: $247M

Holders
465
Holders Change
+19
Holders Change %
+4.26%
% of All Funds
8.09%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.19%
New
58
Increased
145
Reduced
144
Closed
36
Calls
$113M
Puts
$247M
Net Calls
-$134M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
376
CoreFirst Bank & Trust
Kansas
$27K -$38.8K -1,854 -57%
AA
377
Ancora Advisors
Ohio
$27K
SBL
378
Sargent Bickham Lagudis
Colorado
$26K
GRP
379
Global Retirement Partners
California
$26K +$5.57K +266 +25%
BWA
380
BDO Wealth Advisors
Florida
$25K
MAM
381
Meeder Asset Management
Ohio
$25K
COCM
382
Charter Oak Capital Management
New Hampshire
$24K
SC
383
Sawyer & Company
Massachusetts
$24K
TFS
384
TrustCore Financial Services
Tennessee
$24K
Bessemer Group
385
Bessemer Group
New Jersey
$23K -$112K -5,356 -82%
FFA
386
Freedman Financial Associates
Massachusetts
$23K -$5.03K -240 -17%
SFFS
387
Stonehage Fleming Financial Services
Jersey
$23K +$24.2K +1,154 New
OC
388
Oakworth Capital
Alabama
$21K
FCM
389
Firestone Capital Management
Florida
$20K
SIM
390
Sonora Investment Management
Arizona
$20K
PMFA
391
Plante Moran Financial Advisors
Michigan
$19K -$16.3K -778 -45%
GWSG
392
GPS Wealth Strategies Group
Colorado
$19K
TF
393
TimeScale Financial
Massachusetts
$18K -$2.33K -111 -11%
AWM
394
Accel Wealth Management
Iowa
$18K
JCM
395
Jacobi Capital Management
Pennsylvania
$18K
HPC
396
HM Payson & Co
Maine
$17K
M
397
MOTCO
Texas
$17K +$18.1K +864 New
AF
398
Allworth Financial
California
$17K +$18.1K +866 New
PCFFS
399
Pacific Center for Financial Services
California
$16K
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$16K +$4.32K +206 +34%

MFC Hedge Fund Activity: Q2 2021 in Review

465 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2021, worth a combined $18.5B — down 10% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MFC positions and 36 closed out — a net gain of 22 holders — while 145 added to existing stakes and 144 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $524M. The largest seller was Fidelity International, cutting an estimated $555M.

  • 465 institutional investors held Manulife Financial (MFC) as of Q2 2021, up from 446 in Q1 2021.
  • Funds reported $18.5B of Manulife Financial stock for Q2 2021, down 10% quarter-over-quarter.
  • 58 funds opened new Manulife Financial positions in Q2 2021 and 36 closed out, a net change of +22 holders.
  • The largest Manulife Financial buyer in Q2 2021 was Bank of Montreal, an estimated $524M added.
  • The largest Manulife Financial seller in Q2 2021 was Fidelity International, an estimated $555M sold.

Based on aggregated 13F filings for Q2 2021.