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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
NSG
476
Nalls Sherbakoff Group
Tennessee
$3K +$3.87K +244 New
CFA
477
Carroll Financial Associates
North Carolina
$2K
CTB
478
Country Trust Bank
Illinois
$2K
GSC
479
G&S Capital
Colorado
$2K
HR
480
Howe & Rusling
New York
$2K
LFA
481
Legacy Financial Advisors
Kentucky
$1K -$3.46K -218 -73%
BWA
482
Burt Wealth Advisors
Maryland
$1K
CFG
483
Citizens Financial Group
Rhode Island
$1K
FFW
484
Fusion Family Wealth
New York
$1K
MFT
485
Moisand Fitzgerald Tamayo
Florida
$1K
SIS
486
Sound Income Strategies
Florida
$1K
TL
487
TrueWealth LLC
Georgia
$1K
TNBTD
488
Trustmark National Bank Trust Department
Mississippi
$1K
AssetMark Inc
489
AssetMark Inc
California
$1K +$95 +6 +7%
IIM
490
Ipswich Investment Management
Massachusetts
$1K +$856 +54 New
GT
491
Glenmede Trust
Pennsylvania
$115
OTPPB
492
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$53.1M -2,972,070 Closed
Balyasny Asset Management
493
Balyasny Asset Management
Illinois
-$24M -1,342,098 Closed
LCM
494
Lomas Capital Management
New York
-$18M -1,006,015 Closed
TA
495
Teachers Advisors
New York
-$17.8M -996,607 Closed
BWP
496
Baldwin Wealth Partners
Massachusetts
-$5.56M -311,115 Closed
CP
497
Cumberland Partners
Ontario, Canada
-$3.6M -201,674 Closed
CWM
498
Cornerstone Wealth Management
Missouri
-$8.1M -163,551 Closed
BCCM
499
Bridge Creek Capital Management
Massachusetts
-$2.32M -129,776 Closed
Calamos Advisors
500
Calamos Advisors
Illinois
-$1.77M -99,000 Closed

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.