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Manulife Financial

465 hedge funds and large institutions have $18.5B invested in Manulife Financial in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 144 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

4% more funds holding

Funds holding: 446465 (+19)

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 144

0.72% less ownership

Funds ownership: 49.22%48.5% (-0.72%)

10% less capital invested

Capital invested by funds: $20.6B → $18.5B (-$2.07B)

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

54% less call options, than puts

Call options by funds: $113M | Put options by funds: $247M

Holders
465
Holders Change
+19
Holders Change %
+4.26%
% of All Funds
8.09%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.19%
New
58
Increased
145
Reduced
144
Closed
36
Calls
$113M
Puts
$247M
Net Calls
-$134M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
401
Ironwood Financial
Arizona
$16K +$9.05K +432 +113%
IA
402
IFP Advisors
Florida
$15K
LJHT
403
Laurie J. Hall Trustee
$15K
SWM
404
Sugarloaf Wealth Management
Georgia
$15K +$168 +8 +1%
FPB
405
First PREMIER Bank
South Dakota
$15K +$16K +765 New
PCG
406
Private Capital Group
Connecticut
$14K -$11.9K -570 -45%
ADL
407
Asset Dedication LLC
California
$14K
TFGT
408
TS Financial Group (TSFG)
Illinois
$14K
FWM
409
Focused Wealth Management
New York
$14K +$7.08K +338 +86%
PWP
410
Personal Wealth Partners
Minnesota
$14K +$14.6K +696 New
TWM
411
Tradition Wealth Management
Minnesota
$14K +$15.2K +727 New
ATC
412
Adirondack Trust Company
New York
$13K
FMTCOCP
413
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K +$13.8K +661 New
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
$11K -$4.32K -206 -25%
CA
415
Clearstead Advisors
Ohio
$11K
CB
416
CNB Bank
Pennsylvania
$11K
PWA
417
Phoenix Wealth Advisors
North Carolina
$11K
EIP
418
Ellis Investment Partners
Pennsylvania
$11K +$105 +5 +0.9%
PFSC
419
Peoples Financial Services Corp
Pennsylvania
$10K
WWMSC
420
Wagner Wealth Management (South Carolina)
South Carolina
$10K
EFSCE
421
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$1.42K +68 +16%
SFA
422
Semmax Financial Advisors
North Carolina
$10K +$10.4K +496 New
BFA
423
Brendel Financial Advisors
New Hampshire
$10K +$10.5K +500 New
CAGAS
424
Capital Advisory Group Advisory Services
Minnesota
$9K
NSB
425
Norway Savings Bank
Maine
$9K

MFC Hedge Fund Activity: Q2 2021 in Review

465 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2021, worth a combined $18.5B — down 10% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MFC positions and 36 closed out — a net gain of 22 holders — while 145 added to existing stakes and 144 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $524M. The largest seller was Fidelity International, cutting an estimated $555M.

  • 465 institutional investors held Manulife Financial (MFC) as of Q2 2021, up from 446 in Q1 2021.
  • Funds reported $18.5B of Manulife Financial stock for Q2 2021, down 10% quarter-over-quarter.
  • 58 funds opened new Manulife Financial positions in Q2 2021 and 36 closed out, a net change of +22 holders.
  • The largest Manulife Financial buyer in Q2 2021 was Bank of Montreal, an estimated $524M added.
  • The largest Manulife Financial seller in Q2 2021 was Fidelity International, an estimated $555M sold.

Based on aggregated 13F filings for Q2 2021.