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Manulife Financial

446 hedge funds and large institutions have $20.6B invested in Manulife Financial in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 117 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

37% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 117

22% more capital invested

Capital invested by funds: $16.9B → $20.6B (+$3.66B)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0.36% more ownership

Funds ownership: 48.85%49.22% (+0.36%)

0% less funds holding

Funds holding: 448446 (-2)

42% less call options, than puts

Call options by funds: $133M | Put options by funds: $231M

Holders
446
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
7.83%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
46
Increased
160
Reduced
117
Closed
45
Calls
$133M
Puts
$231M
Net Calls
-$97.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
426
Meridian Wealth Partners
Pennsylvania
$5K +$4.82K +242 New
HWM
427
HighMark Wealth Management
Minnesota
$4K -$3.98K -200 -100%
AssetMark Inc
428
AssetMark Inc
California
$4K -$159 -8 -5%
CFA
429
Carroll Financial Associates
North Carolina
$4K
LS
430
Leelyn Smith
Illinois
$4K
AIM
431
Arcadia Investment Management
Michigan
$4K +$1.69K +85 +100%
APC
432
Aspire Private Capital
North Carolina
$3K
CTB
433
Country Trust Bank
Illinois
$3K
SFMG
434
Sage Financial Management Group
Virginia
$3K +$2.93K +147 New
HIA
435
Harbor Investment Advisory
Maryland
$2K -$14K -701 -89%
First Manhattan
436
First Manhattan
New York
$2K
GAM
437
Gemmer Asset Management
California
$2K
PWMG
438
Prestige Wealth Management Group
New Jersey
$2K
VFA
439
Valeo Financial Advisors
Indiana
$2K
BCA
440
Berman Capital Advisors
Georgia
$2K +$1.31K +66 +129%
RFA
441
Reilly Financial Advisors
California
$2K +$1.43K +72 New
AL
442
ADE LLC
Maryland
$1K
AWM
443
AllSquare Wealth Management
New York
$1K
BC
444
Burleson & Co
California
$1K +$797 +40 New
BBHC
445
Brown Brothers Harriman & Co
New York
$348 -$59.8K -3,000 -16%
SWM
446
Sugarloaf Wealth Management
Georgia
$16 +$120 +6 +0.8%
SCCM
447
Schafer Cullen Capital Management
New York
-$39.3M -2,207,565 Closed
Mitsubishi UFJ Trust & Banking
448
Mitsubishi UFJ Trust & Banking
Japan
-$21.1M -1,187,132 Closed
EPFB
449
Employees Provident Fund Board
Malaysia
-$15.2M -670,757 Closed
IMCOOI
450
Investment Management Corp of Ontario (IMCO)
Canada
-$10.1M -567,224 Closed

MFC Hedge Fund Activity: Q1 2021 in Review

446 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2021, worth a combined $20.6B — up 22% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MFC positions and 45 closed out — a net gain of 1 holder — while 160 added to existing stakes and 117 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $366M. The largest seller was Canada Life, cutting an estimated $422M.

  • 446 institutional investors held Manulife Financial (MFC) as of Q1 2021, down from 448 in Q4 2020.
  • Funds reported $20.6B of Manulife Financial stock for Q1 2021, up 22% quarter-over-quarter.
  • 46 funds opened new Manulife Financial positions in Q1 2021 and 45 closed out, a net change of +1 holder.
  • The largest Manulife Financial buyer in Q1 2021 was Fidelity Investments, an estimated $366M added.
  • The largest Manulife Financial seller in Q1 2021 was Canada Life, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2021.