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Manulife Financial

638 hedge funds and large institutions have $23.6B invested in Manulife Financial in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 208 increasing their positions, 216 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

6% more capital invested

Capital invested by funds: $22.3B → $23.6B (+$1.38B)

1% more funds holding

Funds holding: 632638 (+6)

0.33% more ownership

Funds ownership: 49.05%49.38% (+0.33%)

4% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 216

60% less call options, than puts

Call options by funds: $233M | Put options by funds: $580M

Holders
638
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
9.21%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
58
Increased
208
Reduced
216
Closed
42
Calls
$233M
Puts
$580M
Net Calls
-$347M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Concurrent Investment Advisors
Florida
$286K +$15.4K +615 +6%
PCS
402
Personal CFO Solutions
New Jersey
$286K -$10.2K -406 -4%
DADC
403
D.A. Davidson & Co
Montana
$282K -$65.9K -2,634 -20%
EWA
404
EP Wealth Advisors
California
$281K +$264K +10,546 New
ACA
405
Aptus Capital Advisors
Alabama
$280K +$5.03K +201 +2%
NC
406
Napatree Capital
Rhode Island
$278K -$1.6K -64 -0.6%
SMA
407
Seven Mile Advisory
New Jersey
$274K -$850 -34 -0.3%
Rockefeller Capital Management
408
Rockefeller Capital Management
New York
$272K -$81.3K -3,250 -24%
RCM
409
RNC Capital Management
California
$270K -$16.9K -675 -6%
ECM
410
ExodusPoint Capital Management
New York
$264K -$1.96M -78,229 -89%
OIA
411
OneDigital Investment Advisors
Kansas
$264K +$248K +9,900 New
PP
412
PDS Planning
Ohio
$262K +$500 +20 +0.2%
T
413
TOBAM
France
$261K -$50.7K -2,026 -22%
UCFA
414
United Capital Financial Advisors
Texas
$258K -$375 -15 -0.2%
NW
415
NewEdge Wealth
Pennsylvania
$258K -$475 -19 -0.2%
CFGS
416
Concourse Financial Group Securities
Alabama
$257K +$1.63K +65 +0.7%
PAA
417
Peregrine Asset Advisers
Oregon
$256K
RhumbLine Advisers
418
RhumbLine Advisers
Massachusetts
$255K -$103K -4,134 -30%
FFM
419
Forum Financial Management
Illinois
$254K
WIA
420
World Investment Advisors
California
$253K +$237K +9,491 New
SCTC
421
Sanibel Captiva Trust Company
Florida
$251K
WHG
422
Westwood Holdings Group
Texas
$249K
UB
423
UMB Bank
Missouri
$247K -$5.88K -235 -2%
ANBT
424
American National Bank & Trust
Texas
$247K
HAG
425
HighPoint Advisor Group
Illinois
$246K +$5.08K +203 +2%

MFC Hedge Fund Activity: Q2 2024 in Review

638 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2024, worth a combined $23.6B — up 6.2% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MFC positions and 42 closed out — a net gain of 16 holders — while 208 added to existing stakes and 216 trimmed.

The largest buyer was Fidelity International, adding an estimated $327M. The largest seller was Bank of Montreal, cutting an estimated $377M.

  • 638 institutional investors held Manulife Financial (MFC) as of Q2 2024, up from 632 in Q1 2024.
  • Funds reported $23.6B of Manulife Financial stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 58 funds opened new Manulife Financial positions in Q2 2024 and 42 closed out, a net change of +16 holders.
  • The largest Manulife Financial buyer in Q2 2024 was Fidelity International, an estimated $327M added.
  • The largest Manulife Financial seller in Q2 2024 was Bank of Montreal, an estimated $377M sold.

Based on aggregated 13F filings for Q2 2024.