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Manulife Financial

431 hedge funds and large institutions have $13.3B invested in Manulife Financial in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 144 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

2% more capital invested

Capital invested by funds: $13B → $13.3B (+$284M)

1% more funds holding

Funds holding: 427431 (+4)

0.24% less ownership

Funds ownership: 49.18%48.94% (-0.24%)

7% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 144

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

57% less call options, than puts

Call options by funds: $53.2M | Put options by funds: $125M

Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
8.7%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
44
Increased
134
Reduced
144
Closed
35
Calls
$53.2M
Puts
$125M
Net Calls
-$71.4M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
401
Harvest Group Wealth Management
Massachusetts
$4K
OIA
402
Optimum Investment Advisors
Illinois
$4K
SL
403
Savior LLC
Massachusetts
$4K
TCOV
404
Trust Company of Vermont
Vermont
$4K
CTB
405
Country Trust Bank
Illinois
$4K +$1.99K +139 +108%
FMP
406
Financial Management Professionals
Texas
$4K +$3.28K +229 +305%
AWA
407
Arkadios Wealth Advisors
Georgia
$3.12K
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$5.73K -400 -64%
WEC
409
Winslow Evans & Crocker
Massachusetts
$3K -$4.11K -287 -55%
RIM
410
Rockbridge Investment Management
New York
$3K -$601 -42 -15%
AF
411
Arrow Financial
New York
$3K
EARNEST Partners
412
EARNEST Partners
Georgia
$3K
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$3K
WCG
414
Weaver Consulting Group
California
$3K
HWM
415
HighMark Wealth Management
Minnesota
$3K +$43 +3 +2%
JWM
416
Jeppson Wealth Management
California
$3K +$3.22K +225 New
HCP
417
Hexagon Capital Partners
Arkansas
$3K +$3.38K +236 New
PGAM
418
Princeton Global Asset Management
New Jersey
$3K +$3.38K +236 New
LWA
419
Lenox Wealth Advisors
New York
$2K -$7.82K -546 -80%
AssetMark Inc
420
AssetMark Inc
California
$2K
BCA
421
Berman Capital Advisors
Georgia
$2K
LS
422
Leelyn Smith
Illinois
$2K
APC
423
Aspire Private Capital
North Carolina
$2K +$2.13K +149 New
VFA
424
Valeo Financial Advisors
Indiana
$1K -$7.04K -492 -85%
AWM
425
AllSquare Wealth Management
New York
$1K

MFC Hedge Fund Activity: Q3 2020 in Review

431 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2020, worth a combined $13.3B — up 2.2% from $13B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MFC positions and 35 closed out — a net gain of 9 holders — while 134 added to existing stakes and 144 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $78.1M. The largest seller was TD Asset Management, cutting an estimated $126M.

  • 431 institutional investors held Manulife Financial (MFC) as of Q3 2020, up from 427 in Q2 2020.
  • Funds reported $13.3B of Manulife Financial stock for Q3 2020, up 2.2% quarter-over-quarter.
  • 44 funds opened new Manulife Financial positions in Q3 2020 and 35 closed out, a net change of +9 holders.
  • The largest Manulife Financial buyer in Q3 2020 was T. Rowe Price Associates, an estimated $78.1M added.
  • The largest Manulife Financial seller in Q3 2020 was TD Asset Management, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.