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Manulife Financial

496 hedge funds and large institutions have $13.7B invested in Manulife Financial in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 52

7% more funds holding

Funds holding: 464496 (+32)

0.97% more ownership

Funds ownership: 47.74%48.71% (+0.97%)

0% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 145

20% less capital invested

Capital invested by funds: $17B → $13.7B (-$3.31B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

52% less call options, than puts

Call options by funds: $24.9M | Put options by funds: $52M

Holders
496
Holders Change
+32
Holders Change %
+6.9%
% of All Funds
11.05%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.31%
New
88
Increased
145
Reduced
145
Closed
52
Calls
$24.9M
Puts
$52M
Net Calls
-$27.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
401
CAPTRUST Financial Advisors
North Carolina
$14K -$25.4K -1,600 -63%
ST
402
Smithfield Trust
Pennsylvania
$14K
SIM
403
Sonora Investment Management
Arizona
$14K
YWP
404
YorkBridge Wealth Partners
New York
$14K
DWA
405
Dougherty Wealth Advisers
Minnesota
$14K +$14.1K +892 New
PWM
406
PRW Wealth Management
Massachusetts
$14K +$15.6K +986 New
WANY
407
Wealthspire Advisors (New York)
New York
$14K +$15.8K +996 New
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$13.9K
CTC
409
Central Trust Company
Missouri
$13K
JWA
410
JFS Wealth Advisors
Pennsylvania
$13K
HI
411
Hudock Inc
Pennsylvania
$13K +$95 +6 +0.6%
FHA
412
Flagship Harbor Advisors
Massachusetts
$13K +$3.76K +237 +32%
PCG
413
Private Capital Group
Connecticut
$12K -$9.46K -597 -42%
PCP
414
Proficio Capital Partners
Massachusetts
$12K -$8.05K -508 -38%
MSA
415
Marino Stram & Associates
Massachusetts
$12K -$2.35K -148 -15%
FC
416
Ferris Capital
Massachusetts
$12K
PCFFS
417
Pacific Center for Financial Services
California
$12K
ATC
418
Adirondack Trust Company
New York
$12K +$4.76K +300 +52%
FCB
419
First Command Bank
Texas
$12K +$13.9K +874 New
FCFS
420
First Command Financial Services
Texas
$12K +$13.9K +874 New
ADL
421
Asset Dedication LLC
California
$11K -$7.45K -470 -37%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$11K
PO
423
Private Ocean
California
$11K +$7.93K +500 +174%
PCIA
424
Prime Capital Investment Advisors
Kansas
$11K +$12.4K +782 New
RCAG
425
Rehmann Capital Advisory Group
Michigan
$10.2K

MFC Hedge Fund Activity: Q4 2018 in Review

496 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2018, worth a combined $13.7B — down 20% from $17B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 52 closed out — a net gain of 36 holders — while 145 added to existing stakes and 145 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $262M. The largest seller was Royal Bank of Canada, cutting an estimated $97.3M.

  • 496 institutional investors held Manulife Financial (MFC) as of Q4 2018, up from 464 in Q3 2018.
  • Funds reported $13.7B of Manulife Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q4 2018 and 52 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q4 2018 was EdgePoint Investment Group, an estimated $262M added.
  • The largest Manulife Financial seller in Q4 2018 was Royal Bank of Canada, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2018.