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Manulife Financial

464 hedge funds and large institutions have $18.1B invested in Manulife Financial in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 147 increasing their positions, 142 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

4% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 142

0% less funds holding

Funds holding: 465464 (-1)

0.35% less ownership

Funds ownership: 48.5%48.15% (-0.35%)

2% less capital invested

Capital invested by funds: $18.5B → $18.1B (-$417M)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

32% less call options, than puts

Call options by funds: $296M | Put options by funds: $436M

Holders
464
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
8.12%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
51
Increased
147
Reduced
142
Closed
48
Calls
$296M
Puts
$436M
Net Calls
-$139M
Net Calls Change
-$5.51M
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
401
First PREMIER Bank
South Dakota
$15K
SWM
402
Sugarloaf Wealth Management
Georgia
$15K +$156 +8 +1%
Koshinski Asset Management
403
Koshinski Asset Management
Illinois
$14.1K +$14.3K +733 New
LJHT
404
Laurie J. Hall Trustee
$14K
TWM
405
Tradition Wealth Management
Minnesota
$14K
FWM
406
Focused Wealth Management
New York
$14K +$78 +4 +0.5%
AWM
407
AllSquare Wealth Management
New York
$14K +$13.3K +684 +1,710%
AWM
408
Avior Wealth Management
Nebraska
$14K +$14.2K +732 New
ODG
409
O'Dell Group
Ohio
$14K +$14.6K +750 New
TF
410
TimeScale Financial
Massachusetts
$13K -$5.09K -262 -28%
ATC
411
Adirondack Trust Company
New York
$13K
FMTCOCP
412
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
TFGT
413
TS Financial Group (TSFG)
Illinois
$13K
EI
414
Ellevest Inc
New York
$13K +$12.6K +650 New
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 +$117 +6 +1%
WWMSC
419
Wagner Wealth Management (South Carolina)
South Carolina
$10K
SFA
420
Semmax Financial Advisors
North Carolina
$10K +$97 +5 +1%
PCG
421
Private Capital Group
Connecticut
$9K -$4.84K -249 -36%
LWCFA
422
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K
NSB
423
Norway Savings Bank
Maine
$9K
PFSC
424
Peoples Financial Services Corp
Pennsylvania
$9K
VNA
425
Valley National Advisers
Pennsylvania
$9K

MFC Hedge Fund Activity: Q3 2021 in Review

464 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2021, worth a combined $18.1B — down 2.3% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MFC positions and 48 closed out — a net gain of 3 holders — while 147 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $296M. The largest seller was Fidelity Investments, cutting an estimated $178M.

  • 464 institutional investors held Manulife Financial (MFC) as of Q3 2021, down from 465 in Q2 2021.
  • Funds reported $18.1B of Manulife Financial stock for Q3 2021, down 2.3% quarter-over-quarter.
  • 51 funds opened new Manulife Financial positions in Q3 2021 and 48 closed out, a net change of +3 holders.
  • The largest Manulife Financial buyer in Q3 2021 was Royal Bank of Canada, an estimated $296M added.
  • The largest Manulife Financial seller in Q3 2021 was Fidelity Investments, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2021.