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Manulife Financial

427 hedge funds and large institutions have $13B invested in Manulife Financial in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $12B → $13B (+$963M)

1% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 142

0.35% less ownership

Funds ownership: 49.53%49.18% (-0.35%)

5% less funds holding

Funds holding: 448427 (-21)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

47% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $125M

Holders
427
Holders Change
-21
Holders Change %
-4.69%
% of All Funds
8.76%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.23%
New
39
Increased
143
Reduced
142
Closed
60
Calls
$66.7M
Puts
$125M
Net Calls
-$58.1M
Net Calls Change
-$45M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
401
HM Payson & Co
Maine
$4K
OIA
402
Optimum Investment Advisors
Illinois
$4K
SL
403
Savior LLC
Massachusetts
$4K
RIM
404
Rockbridge Investment Management
New York
$4K +$3.63K +288 New
AWA
405
Arkadios Wealth Advisors
Georgia
$3.02K -$101 -8 -4%
LWM
406
Lenox Wealth Management
Ohio
$3K -$2.62K -208 -47%
CFA
407
Carroll Financial Associates
North Carolina
$3K -$1.16K -92 -24%
EARNEST Partners
408
EARNEST Partners
Georgia
$3K -$994 -79 -25%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$3K -$113 -9 -4%
AF
410
Arrow Financial
New York
$3K
HGWM
411
Harvest Group Wealth Management
Massachusetts
$3K
WCG
412
Weaver Consulting Group
California
$3K
HWM
413
HighMark Wealth Management
Minnesota
$3K +$25 +2 +1%
AssetMark Inc
414
AssetMark Inc
California
$2K -$5.45K -433 -75%
BCA
415
Berman Capital Advisors
Georgia
$2K -$1.18K -94 -35%
CTB
416
Country Trust Bank
Illinois
$2K
LS
417
Leelyn Smith
Illinois
$2K
RFA
418
Reilly Financial Advisors
California
$2K
GAM
419
Gemmer Asset Management
California
$1K -$3.36K -267 -78%
KPW
420
Kore Private Wealth
New York
$1K -$13 -1 -0.9%
AWM
421
AllSquare Wealth Management
New York
$1K
PWMG
422
Prestige Wealth Management Group
New Jersey
$1K
TL
423
TrueWealth LLC
Georgia
$1K
ABC
424
Associated Banc-Corp
Wisconsin
$1K +$428 +34 +52%
First Manhattan
425
First Manhattan
New York
$1K +$516 +41 +68%

MFC Hedge Fund Activity: Q2 2020 in Review

427 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2020, worth a combined $13B — up 8% from $12B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of MFC and 39 opened new positions — a net loss of 21 holders — while 142 trimmed existing stakes and 143 added.

The largest buyer was Royal Bank of Canada, adding an estimated $281M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $208M sold.

  • 427 institutional investors held Manulife Financial (MFC) as of Q2 2020, down from 448 in Q1 2020.
  • Funds reported $13B of Manulife Financial stock for Q2 2020, up 8% quarter-over-quarter.
  • 39 funds opened new Manulife Financial positions in Q2 2020 and 60 closed out, a net change of -21 holders.
  • The largest Manulife Financial buyer in Q2 2020 was Royal Bank of Canada, an estimated $281M added.
  • The largest Manulife Financial seller in Q2 2020 was Causeway Capital Management, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2020.