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Manulife Financial

537 hedge funds and large institutions have $16.5B invested in Manulife Financial in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 152

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

2% more funds holding

Funds holding: 527537 (+10)

3% more capital invested

Capital invested by funds: $15.9B → $16.5B (+$551M)

0.39% more ownership

Funds ownership: 46.27%46.66% (+0.39%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

52% less call options, than puts

Call options by funds: $194M | Put options by funds: $407M

Holders
537
Holders Change
+10
Holders Change %
+1.9%
% of All Funds
8.43%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
60
Increased
193
Reduced
152
Closed
49
Calls
$194M
Puts
$407M
Net Calls
-$213M
Net Calls Change
+$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
451
Asset Dedication LLC
California
$21K
OC
452
Oakworth Capital
Alabama
$20.1K
CT
453
Caldwell Trust
Florida
$19.7K +$10.6K +553 +114%
BC
454
Barrett & Company
Rhode Island
$19K
Daiwa Securities Group
455
Daiwa Securities Group
Japan
$19K
PA
456
PSI Advisors
Florida
$18.1K
PMFA
457
Plante Moran Financial Advisors
Michigan
$18K
GWM
458
Geneos Wealth Management
Colorado
$17.9K +$1.18K +62 +7%
AA
459
Ancora Advisors
Ohio
$17.8K
Lazard Asset Management
460
Lazard Asset Management
New York
$17K
GEA
461
Glen Eagle Advisors
New Jersey
$16.3K +$16.5K +864 New
JWA
462
JFS Wealth Advisors
Pennsylvania
$16.1K +$1.49K +78 +10%
CFS
463
CGC Financial Services
Oregon
$16.1K +$16.2K +850 New
HFM
464
Harvest Fund Management
China
$16K
PCFFS
465
Pacific Center for Financial Services
California
$15.4K
BWA
466
BDO Wealth Advisors
Florida
$14.4K
ODG
467
O'Dell Group
Ohio
$14.2K +$14.3K +750 New
AWM
468
AllSquare Wealth Management
New York
$13.6K
MHR
469
Matthew Hamilton Rosenberg
$13.5K
GJIA
470
Glass Jacobson Investment Advisors
Maryland
$13.4K +$13.5K +706 New
BONH
471
Bank of New Hampshire
New Hampshire
$13.2K
TWM
472
Tradition Wealth Management
Minnesota
$13K
TFGT
473
TS Financial Group (TSFG)
Illinois
$13K
WP
474
WealthPLAN Partners
Nebraska
$12.6K
BWM
475
BerganKDV Wealth Management
Minnesota
$12.3K +$134 +7 +1%