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Manulife Financial
MFC

632 hedge funds and large institutions have $22.3B invested in Manulife Financial in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 39

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

16% more capital invested

Capital invested by funds: $19.2B → $22.3B (+$3.09B)

7% more funds holding

Funds holding: 592 → 632 (+40)

1.26% more ownership

Funds ownership: 47.79% → 49.05% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 196

44% less call options, than puts

Call options by funds: $256M | Put options by funds: $459M

Holders
632
Holders Change
+40
Holders Change %
+6.76%
% of All Funds
9.1%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
88
Increased
202
Reduced
196
Closed
39
Calls
$256M
Puts
$459M
Net Calls
-$203M
Net Calls Change
-$2.31M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$227M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$214M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$171M
4
Goldman Sachs
Goldman Sachs
New York
+$134M
5
Fidelity International
Fidelity International
Bermuda
+$134M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$203M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$76.8M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$67.7M
4
Morgan Stanley
Morgan Stanley
New York
-$61.5M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$56.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
Aprio Wealth Management
Georgia
$271K +$35.5K +1,543 +17%
RCM
402
RNC Capital Management
California
$270K -$1.84K -80 -0.7%
KCM
403
Kathmere Capital Management
Pennsylvania
$270K +$248K +10,789 New
KOCAA
404
Knights of Columbus Asset Advisors
Connecticut
$269K +$247K +10,760 New
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$261K -$230 -10 -0.1%
SMA
406
Seven Mile Advisory
New Jersey
$258K +$3.35K +146 +1%
ACA
407
Aptus Capital Advisors
Alabama
$258K +$237K +10,318 New
CIA
408
Concurrent Investment Advisors
Florida
$253K +$233K +10,144 New
PP
409
PDS Planning
Ohio
$246K +$13.8K +601 +7%
NC
410
Napatree Capital
Rhode Island
$245K – – –
AAS
411
Avantax Advisory Services
Texas
$244K +$224K +9,750 New
TCOTS
412
Trust Company of the South
North Carolina
$243K – – –
UCFA
413
United Capital Financial Advisors
Texas
$243K +$223K +9,711 New
PAA
414
Peregrine Asset Advisers
Oregon
$240K – – –
CFGS
415
Concourse Financial Group Securities
Alabama
$239K -$2.11K -92 -1%
FFM
416
Forum Financial Management
Illinois
$238K – – –
UB
417
UMB Bank
Missouri
$238K +$109K +4,757 +100%
SAG
418
SageView Advisory Group
California
$238K +$29.6K +1,288 New
HAG
419
HighPoint Advisor Group
Illinois
$237K +$3.15K +137 +2%
SCTC
420
Sanibel Captiva Trust Company
Florida
$235K +$3.58K +156 +2%
WHG
421
Westwood Holdings Group
Texas
$233K – – –
TC
422
Tacita Capital
Ontario, Canada
$233K +$107K +4,658 +100%
ANBT
423
American National Bank & Trust
Texas
$231K – – –
T
424
TOBAM
France
$230K +$89.7K +3,905 +74%
NW
425
NewEdge Wealth
Pennsylvania
$230K +$5.56K +242 +3%
15 16
17
18 19

MFC Hedge Fund Activity: Q1 2024 in Review

632 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2024, worth a combined $22.3B — up 16% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 39 closed out — a net gain of 49 holders — while 202 added to existing stakes and 196 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $227M. The largest seller was Harding Loevner, cutting an estimated $203M.

  • 632 institutional investors held Manulife Financial (MFC) as of Q1 2024, up from 592 in Q4 2023.
  • Funds reported $22.3B of Manulife Financial stock for Q1 2024, up 16% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q1 2024 and 39 closed out, a net change of +49 holders.
  • The largest Manulife Financial buyer in Q1 2024 was Royal Bank of Canada, an estimated $227M added.
  • The largest Manulife Financial seller in Q1 2024 was Harding Loevner, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.