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Manulife Financial

527 hedge funds and large institutions have $15.9B invested in Manulife Financial in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 149

6% more capital invested

Capital invested by funds: $15B → $15.9B (+$886M)

4% more funds holding

Funds holding: 506527 (+21)

1.57% more ownership

Funds ownership: 44.7%46.27% (+1.6%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

61% less call options, than puts

Call options by funds: $177M | Put options by funds: $448M

Holders
527
Holders Change
+21
Holders Change %
+4.15%
% of All Funds
8.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
65
Increased
177
Reduced
149
Closed
29
Calls
$177M
Puts
$448M
Net Calls
-$271M
Net Calls Change
+$97M
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
401
Financial Freedom LLC
Ohio
$42.6K
TSW
402
Thompson Siegel & Walmsley
Virginia
$42K
SWM
403
Spire Wealth Management
Virginia
$41.3K +$15.2K +799 +55%
WTC
404
WhitTier Trust Company
Nevada
$41.1K -$2.7K -142 -6%
BAM
405
Belpointe Asset Management
Nevada
$40.8K -$18.4K -970 -30%
IG
406
ING Group
Netherlands
$39.1K +$40.5K +2,130 New
APC
407
Aspire Private Capital
North Carolina
$39K -$266 -14 -0.7%
PTC
408
Private Trust Company
Ohio
$39K +$16.4K +860 +68%
CB
409
Centennial Bank
Arkansas
$39K
AAG
410
Armstrong Advisory Group
Massachusetts
$38.8K
CFFP
411
Center for Financial Planning
Michigan
$38.1K
MA
412
MCF Advisors
Kentucky
$36.7K
CCM
413
Carderock Capital Management
Maryland
$35.6K +$36.9K +1,940 New
GWSG
414
GPS Wealth Strategies Group
Colorado
$34.8K +$36K +1,894 New
LB
415
Legacy Bridge
Iowa
$34.1K
RI
416
Ridgewood Investments
New Jersey
$33K +$34.2K +1,800 New
FP
417
Financial Perspectives
Minnesota
$32.4K
BAM
418
Bellevue Asset Management
Washington
$31.1K
CAM
419
Costello Asset Management
Pennsylvania
$31K
PP
420
PFS Partners
New Jersey
$30.3K
CA
421
Clearstead Advisors
Ohio
$30.1K +$22.2K +1,169 +249%
Kayne Anderson Rudnick Investment Management
422
Kayne Anderson Rudnick Investment Management
California
$30K
AP
423
Arlington Partners
Alabama
$29.3K +$30.4K +1,598 New
PB
424
Pinnacle Bancorp
Nebraska
$29.2K
WAM
425
WFA Asset Management
Wisconsin
$29.1K

MFC Hedge Fund Activity: Q1 2023 in Review

527 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2023, worth a combined $15.9B — up 5.9% from $15B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MFC positions and 29 closed out — a net gain of 36 holders — while 177 added to existing stakes and 149 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $136M. The largest seller was Royal Bank of Canada, cutting an estimated $221M.

  • 527 institutional investors held Manulife Financial (MFC) as of Q1 2023, up from 506 in Q4 2022.
  • Funds reported $15.9B of Manulife Financial stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 65 funds opened new Manulife Financial positions in Q1 2023 and 29 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q1 2023 was Canada Pension Plan Investment Board, an estimated $136M added.
  • The largest Manulife Financial seller in Q1 2023 was Royal Bank of Canada, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2023.