We are live on ! Find out more
MFC icon

Manulife Financial

446 hedge funds and large institutions have $20.6B invested in Manulife Financial in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

37% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 117

22% more capital invested

Capital invested by funds: $16.9B → $20.6B (+$3.66B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0.36% more ownership

Funds ownership: 48.85%49.22% (+0.36%)

0% less funds holding

Funds holding: 448446 (-2)

42% less call options, than puts

Call options by funds: $133M | Put options by funds: $231M

Holders
446
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
7.83%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
46
Increased
160
Reduced
117
Closed
45
Calls
$133M
Puts
$231M
Net Calls
-$97.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
401
Wagner Wealth Management (South Carolina)
South Carolina
$11K +$10K +502 New
NSB
402
Norway Savings Bank
Maine
$10K -$3.98K -200 -29%
CA
403
Crewe Advisors
Utah
$10K
VNA
404
Valley National Advisers
Pennsylvania
$10K
FMP
405
Financial Management Professionals
Texas
$10K +$1.71K +86 +22%
CAGAS
406
Capital Advisory Group Advisory Services
Minnesota
$9K
ZB
407
Zions Bancorporation
Utah
$9K
EFSCE
408
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$3.15K +158 +59%
FWM
409
Filbrandt Wealth Management
Wisconsin
$8K
FWM
410
Focused Wealth Management
New York
$8K
IF
411
Ironwood Financial
Arizona
$8K
VRM
412
Vectors Research Management
New York
$8K
VCM
413
Versant Capital Management
Arizona
$8K
OIA
414
Optimum Investment Advisors
Illinois
$7K
SL
415
Savior LLC
Massachusetts
$7K
ARMC
416
American Research & Management Company
Massachusetts
$6K
TCOV
417
Trust Company of Vermont
Vermont
$6K
RWB
418
RMR Wealth Builders
New Jersey
$6K +$40 +2 +0.7%
AF
419
Arrow Financial
New York
$5K
BWM
420
BerganKDV Wealth Management
Minnesota
$5K
EARNEST Partners
421
EARNEST Partners
Georgia
$5K
HCP
422
Hexagon Capital Partners
Arkansas
$5K
PFGIA
423
Patriot Financial Group Insurance Agency
Massachusetts
$5K
AWA
424
Arkadios Wealth Advisors
Georgia
$5K +$916 +46 +21%
JFGIW
425
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$4.46K +224 New

MFC Hedge Fund Activity: Q1 2021 in Review

446 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2021, worth a combined $20.6B — up 22% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MFC positions and 45 closed out — a net gain of 1 holder — while 160 added to existing stakes and 117 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $366M. The largest seller was Canada Life, cutting an estimated $422M.

  • 446 institutional investors held Manulife Financial (MFC) as of Q1 2021, down from 448 in Q4 2020.
  • Funds reported $20.6B of Manulife Financial stock for Q1 2021, up 22% quarter-over-quarter.
  • 46 funds opened new Manulife Financial positions in Q1 2021 and 45 closed out, a net change of +1 holder.
  • The largest Manulife Financial buyer in Q1 2021 was Fidelity Investments, an estimated $366M added.
  • The largest Manulife Financial seller in Q1 2021 was Canada Life, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2021.