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Manulife Financial

465 hedge funds and large institutions have $18.5B invested in Manulife Financial in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 144 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

4% more funds holding

Funds holding: 446465 (+19)

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 144

0.72% less ownership

Funds ownership: 49.22%48.5% (-0.72%)

10% less capital invested

Capital invested by funds: $20.6B → $18.5B (-$2.07B)

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

54% less call options, than puts

Call options by funds: $113M | Put options by funds: $247M

Holders
465
Holders Change
+19
Holders Change %
+4.26%
% of All Funds
8.09%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.19%
New
58
Increased
145
Reduced
144
Closed
36
Calls
$113M
Puts
$247M
Net Calls
-$134M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
426
Valley National Advisers
Pennsylvania
$9K
JWM
427
Janiczek Wealth Management
Colorado
$9K +$9.34K +446 New
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$10.1K +480 New
JWA
429
JFS Wealth Advisors
Pennsylvania
$8K -$4.19K -200 -33%
FMP
430
Financial Management Professionals
Texas
$8K -$1.8K -86 -18%
VRM
431
Vectors Research Management
New York
$8K
VCM
432
Versant Capital Management
Arizona
$8K
ZB
433
Zions Bancorporation
Utah
$7K -$754 -36 -9%
FWM
434
Filbrandt Wealth Management
Wisconsin
$7K
APC
435
Aspire Private Capital
North Carolina
$7K +$4.21K +201 +135%
MAM
436
McCarthy Asset Management
California
$7K +$6.91K +330 New
CA
437
Crewe Advisors
Utah
$6K -$3.39K -162 -36%
OIA
438
Optimum Investment Advisors
Illinois
$6K
SL
439
Savior LLC
Massachusetts
$6K
ARMC
440
American Research & Management Company
Massachusetts
$5K
AWA
441
Arkadios Wealth Advisors
Georgia
$5K
AF
442
Arrow Financial
New York
$5K
BWM
443
BerganKDV Wealth Management
Minnesota
$5K
EARNEST Partners
444
EARNEST Partners
Georgia
$5K
HCP
445
Hexagon Capital Partners
Arkansas
$5K
TCOV
446
Trust Company of Vermont
Vermont
$5K
CP
447
Castleview Partners
Texas
$5K +$4.99K +238 New
PFGIA
448
Patriot Financial Group Insurance Agency
Massachusetts
$4K
First Manhattan
449
First Manhattan
New York
$4K +$2.45K +117 +116%
PGWM
450
Parisi Gray Wealth Management
New Jersey
$4K +$4.25K +203 New

MFC Hedge Fund Activity: Q2 2021 in Review

465 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2021, worth a combined $18.5B — down 10% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MFC positions and 36 closed out — a net gain of 22 holders — while 145 added to existing stakes and 144 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $524M. The largest seller was Fidelity International, cutting an estimated $555M.

  • 465 institutional investors held Manulife Financial (MFC) as of Q2 2021, up from 446 in Q1 2021.
  • Funds reported $18.5B of Manulife Financial stock for Q2 2021, down 10% quarter-over-quarter.
  • 58 funds opened new Manulife Financial positions in Q2 2021 and 36 closed out, a net change of +22 holders.
  • The largest Manulife Financial buyer in Q2 2021 was Bank of Montreal, an estimated $524M added.
  • The largest Manulife Financial seller in Q2 2021 was Fidelity International, an estimated $555M sold.

Based on aggregated 13F filings for Q2 2021.