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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
EH
426
Equitable Holdings
New York
$245K +$13.6K +545 +6%
GIA
427
Gladstone Institutional Advisory
Florida
$242K +$227K +9,080 New
SIM
428
Stratos Investment Management
Ohio
$241K +$14.7K +587 +7%
TCOTS
429
Trust Company of the South
North Carolina
$240K -$17.3K -691 -7%
DOA
430
D'Orazio & Associates
Virginia
$239K +$225K +8,987 New
EWA
431
EverSource Wealth Advisors
Alabama
$237K +$8.48K +339 +4%
GC
432
Gratus Capital
Georgia
$235K
CWM
433
Cornerstone Wealth Management
Missouri
$234K +$2.88K +115 +1%
PWPS
434
Pinnacle Wealth Planning Services
Ohio
$234K
CAG
435
Csenge Advisory Group
Florida
$228K +$214K +8,571 New
SC
436
Syon Capital
California
$227K +$2.67K +107 +1%
SPC
437
Spirepoint Private Client
Florida
$227K +$213K +8,528 New
HW
438
Hamilton Wealth
California
$227K +$213K +8,516 New
BJL
439
Brighton Jones LLC
Washington
$226K +$5.78K +231 +3%
RP
440
Riverbridge Partners
Minnesota
$222K
OFS
441
OneAscent Financial Services
Alabama
$221K -$500 -20 -0.2%
KMWM
442
Keudell/Morrison Wealth Management
Oregon
$221K
GT
443
Greenleaf Trust
Michigan
$221K +$250 +10 +0.1%
SW
444
Simplicity Wealth
New Jersey
$215K +$202K +8,089 New
MPPW
445
Mitchell & Pahl Private Wealth
Oklahoma
$215K -$150 -6 -0.1%
FPAS
446
Focus Partners Advisor Solutions
Missouri
$214K +$201K +8,041 New
SPC
447
Sigma Planning Corp
Michigan
$214K +$201K +8,030 New
WP
448
Westmount Partners
California
$214K
LAM
449
Lewis Asset Management
California
$213K -$875 -35 -0.4%
SCM
450
Stonebridge Capital Management
California
$213K

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.