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Manulife Financial

592 hedge funds and large institutions have $19.2B invested in Manulife Financial in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 187 increasing their positions, 179 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 34

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

22% more capital invested

Capital invested by funds: $15.8B → $19.2B (+$3.42B)

10% more funds holding

Funds holding: 540592 (+52)

1.17% more ownership

Funds ownership: 46.62%47.79% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 179

44% less call options, than puts

Call options by funds: $251M | Put options by funds: $451M

Holders
592
Holders Change
+52
Holders Change %
+9.63%
% of All Funds
8.63%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
90
Increased
187
Reduced
179
Closed
34
Calls
$251M
Puts
$451M
Net Calls
-$200M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
PDS Planning
Ohio
$204K +$177K +9,223 New
MPPW
402
Mitchell & Pahl Private Wealth
Oklahoma
$201K +$175K +9,099 New
BTI
403
Blue Trust Inc
Georgia
$191K +$10.9K +568 +6%
BBHC
404
Brown Brothers Harriman & Co
New York
$166K
PP
405
Pacifica Partners
Canada
$163K +$31.4K +1,637 +25%
IA
406
IFP Advisors
Florida
$161K +$4.71K +245 +3%
CA
407
Crewe Advisors
Utah
$159K
DGAM
408
Desjardins Global Asset Management
Quebec, Canada
$159K -$188K -9,782 -58%
CFB
409
Cullen/Frost Bankers
Texas
$159K +$2.42K +126 +2%
ASN
410
Advisory Services Network
Georgia
$156K -$271K -14,114 -67%
EWA
411
EverSource Wealth Advisors
Alabama
$149K +$108K +5,637 +519%
ECM
412
Estabrook Capital Management
New York
$133K
JAM
413
JCIC Asset Management
Ontario, Canada
$131K +$5.18K +270 +5%
CP
414
Castleview Partners
Texas
$129K +$112K +5,831 New
BWM
415
Baystate Wealth Management
Massachusetts
$127K +$1.15K +60 +1%
NECFA
416
New England Capital Financial Advisors
Connecticut
$122K
FHA
417
First Horizon Advisors
Tennessee
$120K +$12.3K +641 +13%
CMBA
418
C.M. Bidwell & Associates
Hawaii
$118K -$212K -11,045 -67%
T
419
TOBAM
France
$117K
BONH
420
Bank of New Hampshire
New Hampshire
$115K +$1.54K +80 +2%
RP
421
Rowlandmiller & Partners
Georgia
$112K +$97.2K +5,063 New
PA
422
Parallel Advisors
California
$107K -$3.07K -160 -3%
UB
423
UMB Bank
Missouri
$105K -$23K -1,200 -20%
TC
424
Tacita Capital
Ontario, Canada
$103K +$60K +3,122 +202%
LFG
425
Larson Financial Group
Missouri
$97.3K -$1.38M -71,904 -94%