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Manulife Financial

506 hedge funds and large institutions have $15B invested in Manulife Financial in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 155 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

23% more capital invested

Capital invested by funds: $12.2B → $15B (+$2.85B)

1% more funds holding

Funds holding: 499506 (+7)

0.12% less ownership

Funds ownership: 44.81%44.7% (-0.12%)

14% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 180

63% less call options, than puts

Call options by funds: $212M | Put options by funds: $580M

Holders
506
Holders Change
+7
Holders Change %
+1.4%
% of All Funds
8.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
59
Increased
155
Reduced
180
Closed
41
Calls
$212M
Puts
$580M
Net Calls
-$368M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Sanctuary Wealth Management
Idaho
$26.9K +$25.7K +1,507 New
RAM
402
Riggs Asset Management
Pennsylvania
$26.4K
SFFS
403
Stonehage Fleming Financial Services
Jersey
$26.3K
SWM
404
Spire Wealth Management
Virginia
$26K
MWM
405
MinichMacGregor Wealth Management
New York
$25.3K +$24.2K +1,420 New
PPC
406
Park Place Capital
Alabama
$25K +$24.3K +1,426 New
GWS
407
Glassman Wealth Services
Virginia
$24.1K +$3.19K +187 +16%
PTC
408
Private Trust Company
Ohio
$23K
HI
409
Harbour Investments
Wisconsin
$22.2K
SC
410
Sawyer & Company
Massachusetts
$22K
TFS
411
TrustCore Financial Services
Tennessee
$21.4K
FCT
412
First Community Trust
Iowa
$21K
ADL
413
Asset Dedication LLC
California
$20K
ATC
414
Adirondack Trust Company
New York
$19K
BCM
415
Barometer Capital Management
Ontario, Canada
$19K +$18.2K +1,065 New
OC
416
Oakworth Capital
Alabama
$18.9K
BC
417
Barrett & Company
Rhode Island
$17.9K
PA
418
PSI Advisors
Florida
$17.1K +$16.3K +958 New
PMFA
419
Plante Moran Financial Advisors
Michigan
$17K
AA
420
Ancora Advisors
Ohio
$17K -$7.59K -445 -32%
DJSG
421
D.J. St. Germain
Massachusetts
$16.5K +$15.8K +924 New
POIA
422
Pin Oak Investment Advisors
Texas
$16K
Lazard Asset Management
423
Lazard Asset Management
New York
$16K +$15.7K +921 New
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$14K -$4.59K -269 -25%
CT
425
Clearstead Trust
Maine
$14K