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Manulife Financial

470 hedge funds and large institutions have $19.7B invested in Manulife Financial in 2019 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 143 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

18% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 121

13% more capital invested

Capital invested by funds: $17.4B → $19.7B (+$2.31B)

7% more funds holding

Funds holding: 441470 (+29)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1.48% more ownership

Funds ownership: 48.09%49.57% (+1.5%)

29% less call options, than puts

Call options by funds: $63.9M | Put options by funds: $89.8M

Holders
470
Holders Change
+29
Holders Change %
+6.58%
% of All Funds
9.26%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.43%
New
74
Increased
143
Reduced
121
Closed
37
Calls
$63.9M
Puts
$89.8M
Net Calls
-$25.9M
Net Calls Change
-$71.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
451
Carroll Financial Associates
North Carolina
$3K
CTB
452
Country Trust Bank
Illinois
$3K
RFA
453
Reilly Financial Advisors
California
$3K
SIC
454
Samalin Investment Counsel
New York
$3K +$3.09K +162 New
HWM
455
HighMark Wealth Management
Minnesota
$3K +$3.63K +190 New
BWA
456
Burt Wealth Advisors
Maryland
$2K
MFT
457
Moisand Fitzgerald Tamayo
Florida
$2K
PWMG
458
Prestige Wealth Management Group
New Jersey
$2K
TL
459
TrueWealth LLC
Georgia
$2K
KPW
460
Kore Private Wealth
New York
$2K +$2.16K +113 New
FCH
461
Freestone Capital Holdings
Washington
$1.41K -$49.2K -2,578 -4%
AWM
462
AllSquare Wealth Management
New York
$1K
CFG
463
Citizens Financial Group
Rhode Island
$1K
ME
464
McIlrath & Eck
Washington
$1K
First Manhattan
465
First Manhattan
New York
$1K +$19 +1 +2%
AWM
466
Atticus Wealth Management
Florida
$1K +$630 +33 New
ETC
467
Exchange Traded Concepts
Oklahoma
$1K +$898 +47 New
TA
468
TFG Advisers
Michigan
$1K +$1.22K +64 New
LS
469
Leelyn Smith
Illinois
$3 +$3.13K +164 New
Arrowstreet Capital
470
Arrowstreet Capital
Massachusetts
-$61.6M -3,356,589 Closed
BB
471
Bell Bank
North Dakota
-$2.87M -156,478 Closed
MC
472
Maverick Capital
Texas
-$1.81M -98,489 Closed
D.E. Shaw & Co
473
D.E. Shaw & Co
New York
-$1.56M -85,000 Closed
Assenagon Asset Management
474
Assenagon Asset Management
Luxembourg
-$1.23M -66,699 Closed
BAM
475
Blueshift Asset Management
New Jersey
-$704K -38,333 Closed

MFC Hedge Fund Activity: Q4 2019 in Review

470 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2019, worth a combined $19.7B — up 13% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MFC positions and 37 closed out — a net gain of 37 holders — while 143 added to existing stakes and 121 trimmed.

The largest buyer was Fidelity International, adding an estimated $359M. The largest seller was Prudential plc, cutting an estimated $90M.

  • 470 institutional investors held Manulife Financial (MFC) as of Q4 2019, up from 441 in Q3 2019.
  • Funds reported $19.7B of Manulife Financial stock for Q4 2019, up 13% quarter-over-quarter.
  • 74 funds opened new Manulife Financial positions in Q4 2019 and 37 closed out, a net change of +37 holders.
  • The largest Manulife Financial buyer in Q4 2019 was Fidelity International, an estimated $359M added.
  • The largest Manulife Financial seller in Q4 2019 was Prudential plc, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2019.