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Manulife Financial

496 hedge funds and large institutions have $13.7B invested in Manulife Financial in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 52

7% more funds holding

Funds holding: 464496 (+32)

0.97% more ownership

Funds ownership: 47.74%48.71% (+0.97%)

0% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 145

20% less capital invested

Capital invested by funds: $17B → $13.7B (-$3.31B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

52% less call options, than puts

Call options by funds: $24.9M | Put options by funds: $52M

Holders
496
Holders Change
+32
Holders Change %
+6.9%
% of All Funds
11.05%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.31%
New
88
Increased
145
Reduced
145
Closed
52
Calls
$24.9M
Puts
$52M
Net Calls
-$27.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$104M +$13.9M +878,594 +14%
GCC
27
Guardian Capital (Canada)
Ontario, Canada
$103M -$68.8M -4,339,821 -37%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102M -$2.81M -177,258 -2%
BGC
29
Beutel, Goodman & Co
Ontario, Canada
$100M -$1.14M -71,810 -1%
Swiss National Bank
30
Swiss National Bank
Switzerland
$97.6M -$1.08M -67,900 -1%
AIMCA
31
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$94.8M -$39.5M -2,494,500 -34%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$94.4M +$1.59M +100,558 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$92.8M +$42.3M +2,665,357 +69%
Invesco
34
Invesco
Georgia
$85M +$6.04M +380,803 +7%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$83.3M +$48.7K +3,069 +0.1%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$78.9M +$1.8M +113,450 +3%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$75.6M -$17.6M -1,111,008 -17%
BCIM
38
British Columbia Investment Management
British Columbia, Canada
$73.5M +$82.1M +5,179,900 New
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$64.9M -$3.29M -207,305 -4%
Two Sigma Investments
40
Two Sigma Investments
New York
$60.3M +$10.7M +671,899 +19%
IIM
41
Intact Investment Management
Quebec, Canada
$58.9M -$2.5M -157,600 -5%
HAM
42
Highstreet Asset Management
Ontario, Canada
$56.2M +$31.6M +1,994,033 +101%
JP Morgan Chase
43
JP Morgan Chase
New York
$55M -$31.1M -1,962,522 -34%
Renaissance Technologies
44
Renaissance Technologies
New York
$51.9M +$34.3M +2,164,400 +145%
CAM
45
Cidel Asset Management
Ontario, Canada
$50.9M -$36.6M -2,305,827 -39%
AII
46
AGF Investments Inc
Ontario, Canada
$47.7M +$5.12M +322,662 +11%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$47.2M +$531K +33,509 +1%
DZ Bank
48
DZ Bank
Germany
$46.3M -$52.9M -3,333,861 -50%
Allianz Asset Management
49
Allianz Asset Management
Germany
$45.8M -$8.45M -532,674 -14%
AC
50
Addenda Capital
Quebec, Canada
$44.5M -$1.41M -88,680 -3%

MFC Hedge Fund Activity: Q4 2018 in Review

496 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2018, worth a combined $13.7B — down 20% from $17B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 52 closed out — a net gain of 36 holders — while 145 added to existing stakes and 145 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $262M. The largest seller was Royal Bank of Canada, cutting an estimated $97.3M.

  • 496 institutional investors held Manulife Financial (MFC) as of Q4 2018, up from 464 in Q3 2018.
  • Funds reported $13.7B of Manulife Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q4 2018 and 52 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q4 2018 was EdgePoint Investment Group, an estimated $262M added.
  • The largest Manulife Financial seller in Q4 2018 was Royal Bank of Canada, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2018.