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Manulife Financial

527 hedge funds and large institutions have $15.9B invested in Manulife Financial in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 149

6% more capital invested

Capital invested by funds: $15B → $15.9B (+$886M)

4% more funds holding

Funds holding: 506527 (+21)

1.57% more ownership

Funds ownership: 44.7%46.27% (+1.6%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

61% less call options, than puts

Call options by funds: $177M | Put options by funds: $448M

Holders
527
Holders Change
+21
Holders Change %
+4.15%
% of All Funds
8.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
65
Increased
177
Reduced
149
Closed
29
Calls
$177M
Puts
$448M
Net Calls
-$271M
Net Calls Change
+$97M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
451
Harvest Fund Management
China
$15K +$6.92K +364 +80%
JWA
452
JFS Wealth Advisors
Pennsylvania
$14.2K +$628 +33 +4%
BWA
453
BDO Wealth Advisors
Florida
$14K
AWM
454
AllSquare Wealth Management
New York
$13.3K
MHR
455
Matthew Hamilton Rosenberg
$13.1K -$24.9K -1,308 -65%
RMC
456
Resources Management Corp
Connecticut
$13K -$829K -43,613 -100%
TFGT
457
TS Financial Group (TSFG)
Illinois
$13K -$19.1K -1,004 -59%
BONH
458
Bank of New Hampshire
New Hampshire
$12.9K
TF
459
TimeScale Financial
Massachusetts
$12.3K
WP
460
WealthPLAN Partners
Nebraska
$12.3K +$12.7K +668 New
TWM
461
Tradition Wealth Management
Minnesota
$12K
BWM
462
BerganKDV Wealth Management
Minnesota
$11.9K +$190 +10 +2%
CHA
463
Carmichael Hill & Associates
Maryland
$11.7K
MTIC
464
Missouri Trust & Investment Company
Missouri
$11K
LJHT
465
Laurie J. Hall Trustee
$11K
FCA
466
FinTrust Capital Advisors
South Carolina
$10.8K
CB
467
CNB Bank
Pennsylvania
$10.6K
HWA
468
HHM Wealth Advisors
Tennessee
$10.1K
CSB
469
City State Bank
Iowa
$10K
CT
470
Clearstead Trust
Maine
$9.73K -$5.19K -273 -34%
FFA
471
Farther Finance Advisors
California
$9.18K
VNA
472
Valley National Advisers
Pennsylvania
$9K
CT
473
Caldwell Trust
Florida
$8.94K +$9.26K +487 New
LWCFA
474
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.81K
CAM
475
Chesapeake Asset Management
New York
$8.48K +$8.79K +462 New

MFC Hedge Fund Activity: Q1 2023 in Review

527 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2023, worth a combined $15.9B — up 5.9% from $15B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MFC positions and 29 closed out — a net gain of 36 holders — while 177 added to existing stakes and 149 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $136M. The largest seller was Royal Bank of Canada, cutting an estimated $221M.

  • 527 institutional investors held Manulife Financial (MFC) as of Q1 2023, up from 506 in Q4 2022.
  • Funds reported $15.9B of Manulife Financial stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 65 funds opened new Manulife Financial positions in Q1 2023 and 29 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q1 2023 was Canada Pension Plan Investment Board, an estimated $136M added.
  • The largest Manulife Financial seller in Q1 2023 was Royal Bank of Canada, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2023.