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Manulife Financial

592 hedge funds and large institutions have $19.2B invested in Manulife Financial in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 187 increasing their positions, 179 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 34

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

22% more capital invested

Capital invested by funds: $15.8B → $19.2B (+$3.42B)

10% more funds holding

Funds holding: 540592 (+52)

1.17% more ownership

Funds ownership: 46.62%47.79% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 179

44% less call options, than puts

Call options by funds: $251M | Put options by funds: $451M

Holders
592
Holders Change
+52
Holders Change %
+9.63%
% of All Funds
8.63%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
90
Increased
187
Reduced
179
Closed
34
Calls
$251M
Puts
$451M
Net Calls
-$200M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$34.7K +$12.7K +661 +73%
BC
477
Barrett & Company
Rhode Island
$33.9K
TCOV
478
Trust Company of Vermont
Vermont
$33.9K
JWM
479
Janiczek Wealth Management
Colorado
$33.8K +$4.53K +236 +18%
SWM
480
Sanctuary Wealth Management
Idaho
$33.3K
SFFS
481
Stonehage Fleming Financial Services
Jersey
$32.8K
RAM
482
Riggs Asset Management
Pennsylvania
$32.7K
GAG
483
Goodman Advisory Group
Massachusetts
$32K +$27.8K +1,450 New
CB
484
Centennial Bank
Arkansas
$31.9K
WAM
485
WFA Asset Management
Wisconsin
$31.7K
PMFA
486
Plante Moran Financial Advisors
Michigan
$31.7K +$9.22K +480 +50%
CAM
487
Creekmur Asset Management
Illinois
$29.7K +$25.8K +1,343 New
WTC
488
WhitTier Trust Company
Nevada
$29.3K
GWSG
489
GPS Wealth Strategies Group
Colorado
$28.9K -$11.2K -585 -31%
CAM
490
Clarity Asset Management
Iowa
$27.5K +$23.9K +1,246 New
SC
491
Sawyer & Company
Massachusetts
$27K
FGA
492
Fortis Group Advisors
New Jersey
$26.7K +$11.6K +605 +100%
AIM
493
Anchor Investment Management
South Carolina
$26.5K
POIA
494
Pin Oak Investment Advisors
Texas
$25K
OC
495
Oakworth Capital
Alabama
$23.5K
CT
496
Caldwell Trust
Florida
$23K
MHR
497
Matthew Hamilton Rosenberg
$22.2K +$5.57K +290 +41%
BWM
498
BKM Wealth Management
Wisconsin
$22.1K +$19.2K +1,000 New
Daiwa Securities Group
499
Daiwa Securities Group
Japan
$22K
AWM
500
Avior Wealth Management
Nebraska
$21.9K +$16.8K +877 +769%