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Manulife Financial

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: 1113 (+2)

16% more capital invested

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

7% more funds holding

Funds holding: 592632 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
426
Beacon Pointe Advisors
California
$227K -$39.8K -1,734 -16%
GC
427
Gratus Capital
Georgia
$221K +$203K +8,838 New
I
428
INVST
Indiana
$220K +$205K +8,933 New
PWPS
429
Pinnacle Wealth Planning Services
Ohio
$219K +$202K +8,781 New
DT
430
Diversified Trust
Tennessee
$218K +$201K +8,735 New
CWM
431
Cornerstone Wealth Management
Missouri
$217K +$200K +8,688 New
EH
432
Equitable Holdings
New York
$216K -$44.7K -1,945 -18%
LCC
433
Lincoln Capital Corp
Rhode Island
$213K +$196K +8,543 New
SIM
434
Stratos Investment Management
Ohio
$211K +$194K +8,452 New
SC
435
Syon Capital
California
$211K +$194K +8,430 New
BIP
436
Brandes Investment Partners
California
$210K -$30.7K -1,337 -14%
SW
437
SVB Wealth
Massachusetts
$209K +$192K +8,374 New
RP
438
Riverbridge Partners
Minnesota
$209K +$192K +8,350 New
OFS
439
OneAscent Financial Services
Alabama
$208K +$192K +8,335 New
KMWM
440
Keudell/Morrison Wealth Management
Oregon
$207K +$191K +8,294 New
GT
441
Greenleaf Trust
Michigan
$207K +$190K +8,281 New
BJL
442
Brighton Jones LLC
Washington
$206K +$190K +8,252 New
WP
443
Westmount Partners
California
$203K +$187K +8,127 New
Fisher Asset Management
444
Fisher Asset Management
Washington
$203K +$187K +8,120 New
MPPW
445
Mitchell & Pahl Private Wealth
Oklahoma
$202K -$23.3K -1,015 -11%
LAM
446
Lewis Asset Management
California
$201K +$185K +8,042 New
SCM
447
Stonebridge Capital Management
California
$200K +$184K +8,000 New
EWA
448
EverSource Wealth Advisors
Alabama
$200K +$42.4K +1,845 +27%
PP
449
Pacifica Partners
Canada
$199K
BRWA
450
B. Riley Wealth Advisors
Florida
$196K -$42.6K -1,855 -15%