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Manulife Financial
MFC

632 hedge funds and large institutions have $22.3B invested in Manulife Financial in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 39

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

16% more capital invested

Capital invested by funds: $19.2B → $22.3B (+$3.09B)

7% more funds holding

Funds holding: 592 → 632 (+40)

1.26% more ownership

Funds ownership: 47.79% → 49.05% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 196

44% less call options, than puts

Call options by funds: $256M | Put options by funds: $459M

Holders
632
Holders Change
+40
Holders Change %
+6.76%
% of All Funds
9.1%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
88
Increased
202
Reduced
196
Closed
39
Calls
$256M
Puts
$459M
Net Calls
-$203M
Net Calls Change
-$2.31M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$227M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$214M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$171M
4
Goldman Sachs
Goldman Sachs
New York
+$134M
5
Fidelity International
Fidelity International
Bermuda
+$134M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$203M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$76.8M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$67.7M
4
Morgan Stanley
Morgan Stanley
New York
-$61.5M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$56.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
376
Bragg Financial Advisors
North Carolina
$317K – – –
FCI
377
Financial Counselors Inc
Kansas
$311K +$8.89K +387 +3%
BWM
378
Baron Wealth Management
Michigan
$308K +$23 +1 +0%
WFA
379
Websterrogers Financial Advisors
South Carolina
$301K +$276K +12,026 New
CB
380
Commerce Bank
Missouri
$300K +$29.9K +1,300 +12%
KS
381
Karpas Strategies
Connecticut
$300K – – –
PAS
382
Park Avenue Securities
New York
$297K +$22.1K +963 +9%
GIBU
383
Gulf International Bank (UK)
United Kingdom
$296K +$20.5K +894 +8%
TF
384
Trek Financial
Arizona
$295K +$272K +11,819 New
CGA
385
Crescent Grove Advisors
Illinois
$294K +$2.44K +106 +0.9%
VPI
386
Value Partners Investments
Manitoba, Canada
$293K -$140K -6,098 -34%
SWM
387
Selective Wealth Management
Virginia
$287K -$11.5K -500 -4%
P
388
&Partners
Tennessee
$285K +$44K +1,915 +20%
CP
389
Cumberland Partners
Ontario, Canada
$283K -$34.5K -1,502 -12%
FHA
390
Flagship Harbor Advisors
Massachusetts
$281K +$258K +11,227 New
FA
391
Faithward Advisors
Pennsylvania
$280K +$257K +11,199 New
PCS
392
Personal CFO Solutions
New Jersey
$279K +$689 +30 +0.3%
PHS
393
Pekin Hardy Strauss
Illinois
$278K – – –
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$278K +$16K +697 +7%
HWM
395
HB Wealth Management
Georgia
$277K +$25.5K +1,111 +11%
FAFN
396
First Affirmative Financial Network
Colorado
$277K +$11.1K +482 +5%
CG
397
Caprock Group
Idaho
$276K -$2.96K -129 -1%
FNT
398
First Nebraska Trust
Nebraska
$274K – – –
FNBTCON
399
First National Bank & Trust Co of Newtown
Pennsylvania
$272K – – –
CAM
400
Councilmark Asset Management
Tennessee
$272K +$250K +10,886 New
14 15
16
17 18

MFC Hedge Fund Activity: Q1 2024 in Review

632 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2024, worth a combined $22.3B — up 16% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 39 closed out — a net gain of 49 holders — while 202 added to existing stakes and 196 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $227M. The largest seller was Harding Loevner, cutting an estimated $203M.

  • 632 institutional investors held Manulife Financial (MFC) as of Q1 2024, up from 592 in Q4 2023.
  • Funds reported $22.3B of Manulife Financial stock for Q1 2024, up 16% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q1 2024 and 39 closed out, a net change of +49 holders.
  • The largest Manulife Financial buyer in Q1 2024 was Royal Bank of Canada, an estimated $227M added.
  • The largest Manulife Financial seller in Q1 2024 was Harding Loevner, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.