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Manulife Financial

496 hedge funds and large institutions have $13.7B invested in Manulife Financial in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 52

7% more funds holding

Funds holding: 464496 (+32)

0.97% more ownership

Funds ownership: 47.74%48.71% (+0.97%)

0% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 145

20% less capital invested

Capital invested by funds: $17B → $13.7B (-$3.31B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

52% less call options, than puts

Call options by funds: $24.9M | Put options by funds: $52M

Holders
496
Holders Change
+32
Holders Change %
+6.9%
% of All Funds
11.05%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.31%
New
88
Increased
145
Reduced
145
Closed
52
Calls
$24.9M
Puts
$52M
Net Calls
-$27.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
426
Gradient Investments
Minnesota
$10K -$8.51K -537 -43%
ASN
427
Advisory Services Network
Georgia
$10K
LNB
428
Ledyard National Bank
$10K
TWMP
429
Taylor Wealth Management Partners
Massachusetts
$10K
TF
430
Tompkins Financial
New York
$10K
LWM
431
Lenox Wealth Management
Ohio
$10K +$3.44K +217 New
PAMU
432
Pictet Asset Management (UK)
United Kingdom
$9.98K +$74.5K +4,700 +0.7%
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$9K -$10.4K -657 -50%
APC
434
Aspire Private Capital
North Carolina
$9K +$9.93K +626 New
MWM
435
Mascoma Wealth Management
New Hampshire
$8K
W
436
WealthOne
New York
$8K +$8.53K +538 New
CB
437
CNB Bank
Pennsylvania
$8K +$9.2K +580 New
NS
438
NewDay Solutions
New Hampshire
$8K +$9.48K +598 New
CAL
439
Capital Analysts LLC
Pennsylvania
$7K -$905K -57,068 -99%
AF
440
Advisornet Financial
Minnesota
$7K
LFG
441
LifePlan Financial Group
Ohio
$7K
PB
442
Pinnacle Bancorp
Nebraska
$7K +$8.09K +510 New
CAGAS
443
Capital Advisory Group Advisory Services
Minnesota
$6K
DBT
444
Dubuque Bank & Trust
Iowa
$6K
FWM
445
Focused Wealth Management
New York
$6K
VFA
446
Valeo Financial Advisors
Indiana
$6K
PWMG
447
Prestige Wealth Management Group
New Jersey
$6K +$6.59K +416 New
EWM
448
Executive Wealth Management
Michigan
$6K +$6.83K +431 New
BCA
449
Berman Capital Advisors
Georgia
$6K +$7.07K +446 New
PA
450
Parallel Advisors
California
$5K -$11.5K -727 -67%

MFC Hedge Fund Activity: Q4 2018 in Review

496 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2018, worth a combined $13.7B — down 20% from $17B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 52 closed out — a net gain of 36 holders — while 145 added to existing stakes and 145 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $262M. The largest seller was Royal Bank of Canada, cutting an estimated $97.3M.

  • 496 institutional investors held Manulife Financial (MFC) as of Q4 2018, up from 464 in Q3 2018.
  • Funds reported $13.7B of Manulife Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q4 2018 and 52 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q4 2018 was EdgePoint Investment Group, an estimated $262M added.
  • The largest Manulife Financial seller in Q4 2018 was Royal Bank of Canada, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2018.