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Manulife Financial

537 hedge funds and large institutions have $16.5B invested in Manulife Financial in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 152

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

2% more funds holding

Funds holding: 527537 (+10)

3% more capital invested

Capital invested by funds: $15.9B → $16.5B (+$551M)

0.39% more ownership

Funds ownership: 46.27%46.66% (+0.39%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

52% less call options, than puts

Call options by funds: $194M | Put options by funds: $407M

Holders
537
Holders Change
+10
Holders Change %
+1.9%
% of All Funds
8.43%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
60
Increased
193
Reduced
152
Closed
49
Calls
$194M
Puts
$407M
Net Calls
-$213M
Net Calls Change
+$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
401
D.J. St. Germain
Massachusetts
$64.5K +$65.1K +3,410 New
PTC
402
Private Trust Company
Ohio
$64.4K +$24.5K +1,282 +60%
CTA
403
Colonial Trust Advisors
South Carolina
$58.3K
LC
404
Lindbrook Capital
California
$55.2K
AF
405
Allworth Financial
California
$52.7K
BWS
406
Buck Wealth Strategies
Colorado
$52.2K +$649 +34 +1%
EWA
407
EverSource Wealth Advisors
Alabama
$50.4K +$50.9K +2,667 New
CAL
408
Capital Analysts LLC
Pennsylvania
$49K +$496 +26 +1%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$47.6K +$30.9K +1,618 +180%
GIA
410
GHP Investment Advisors
Colorado
$46.7K
GRP
411
Global Retirement Partners
California
$46.1K -$17.4K -911 -27%
FFL
412
Financial Freedom LLC
Ohio
$43.8K
NRG
413
Nemes Rush Group
Michigan
$43.4K +$43.8K +2,294 New
TSW
414
Thompson Siegel & Walmsley
Virginia
$43K
SWM
415
Spire Wealth Management
Virginia
$42.5K
WTC
416
WhitTier Trust Company
Nevada
$42.3K
APC
417
Aspire Private Capital
North Carolina
$40.2K
IG
418
ING Group
Netherlands
$39.4K -$916 -48 -2%
IGWM
419
ICA Group Wealth Management
Colorado
$39.3K -$19K -996 -32%
CFFP
420
Center for Financial Planning
Michigan
$39.2K
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$38.8K +$17.3K +906 +79%
MA
422
MCF Advisors
Kentucky
$37.8K
GWSG
423
GPS Wealth Strategies Group
Colorado
$35.8K
CA
424
Clearstead Advisors
Ohio
$35.4K +$4.43K +232 +14%
LB
425
Legacy Bridge
Iowa
$35.2K