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Manulife Financial

527 hedge funds and large institutions have $15.9B invested in Manulife Financial in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 149

6% more capital invested

Capital invested by funds: $15B → $15.9B (+$886M)

4% more funds holding

Funds holding: 506527 (+21)

1.57% more ownership

Funds ownership: 44.7%46.27% (+1.6%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

61% less call options, than puts

Call options by funds: $177M | Put options by funds: $448M

Holders
527
Holders Change
+21
Holders Change %
+4.15%
% of All Funds
8.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
65
Increased
177
Reduced
149
Closed
29
Calls
$177M
Puts
$448M
Net Calls
-$271M
Net Calls Change
+$97M
Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
376
New England Capital Financial Advisors
Connecticut
$101K +$19 +1 +0%
PA
377
Parallel Advisors
California
$98.4K +$9.68K +509 +10%
T
378
TOBAM
France
$97K
TFP
379
Tilia Fiduciary Partners
North Carolina
$95.5K
UB
380
UMB Bank
Missouri
$88.4K +$7.49K +394 +9%
FHA
381
First Horizon Advisors
Tennessee
$79.6K
SIC
382
Salem Investment Counselors
North Carolina
$77.1K +$32.3K +1,700 +68%
GIS
383
Grayhawk Investment Strategies
Alberta, Canada
$76K
WT
384
Washington Trust
Rhode Island
$75K +$3.9K +205 +5%
PFBT
385
Parkside Financial Bank & Trust
Missouri
$73.8K
KFS
386
Kelly Financial Services
Massachusetts
$70K +$152 +8 +0.2%
CTC
387
Central Trust Company
Missouri
$69.7K
GRP
388
Global Retirement Partners
California
$65.4K +$6.01K +316 +10%
BWP
389
Baldwin Wealth Partners
Massachusetts
$63.3K
HCP
390
Hexagon Capital Partners
Arkansas
$57.7K -$114 -6 -0.2%
AAS
391
Ameritas Advisory Services
Nebraska
$57.1K +$57.9K +3,044 New
CTA
392
Colonial Trust Advisors
South Carolina
$56.6K
IGWM
393
ICA Group Wealth Management
Colorado
$56.5K +$95 +5 +0.2%
AIP
394
Ahrens Investment Partners
Louisiana
$55.2K +$57.2K +3,009 New
LC
395
Lindbrook Capital
California
$53.6K -$647 -34 -1%
AF
396
Allworth Financial
California
$51.2K -$647 -34 -1%
BWS
397
Buck Wealth Strategies
Colorado
$50.1K +$51.8K +2,726 New
CAC
398
Core Alternative Capital
Georgia
$47.6K +$6.88K +362 +16%
CAL
399
Capital Analysts LLC
Pennsylvania
$47K +$475 +25 +1%
GIA
400
GHP Investment Advisors
Colorado
$44.1K

MFC Hedge Fund Activity: Q1 2023 in Review

527 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2023, worth a combined $15.9B — up 5.9% from $15B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MFC positions and 29 closed out — a net gain of 36 holders — while 177 added to existing stakes and 149 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $136M. The largest seller was Royal Bank of Canada, cutting an estimated $221M.

  • 527 institutional investors held Manulife Financial (MFC) as of Q1 2023, up from 506 in Q4 2022.
  • Funds reported $15.9B of Manulife Financial stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 65 funds opened new Manulife Financial positions in Q1 2023 and 29 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q1 2023 was Canada Pension Plan Investment Board, an estimated $136M added.
  • The largest Manulife Financial seller in Q1 2023 was Royal Bank of Canada, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2023.