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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
LFA
501
Level Financial Advisors
New York
$4.3K
CFG
502
CKW Financial Group
Hawaii
$4K -$70.9K -3,730 -94%
FMP
503
Financial Management Professionals
Texas
$4K +$456 +24 +12%
RCM
504
Raleigh Capital Management
North Carolina
$3.8K +$57 +3 +1%
AWM
505
Accel Wealth Management
Iowa
$3.76K
LFA
506
Legend Financial Advisors
Pennsylvania
$3.67K
SC
507
Schubert & Co
Texas
$3.32K +$1.25K +66 +57%
NSG
508
Nalls Sherbakoff Group
Tennessee
$3.27K +$3.42K +180 New
RDIA
509
RE Dickinson Investment Advisors
Iowa
$3K
OIS
510
Okabena Investment Services
Minnesota
$2.92K
SIS
511
Sound Income Strategies
Florida
$2.75K
First Manhattan
512
First Manhattan
New York
$2.59K +$19 +1 +0.7%
CTB
513
Country Trust Bank
Illinois
$2.37K
NHT
514
New Hampshire Trust
New Hampshire
$2.19K
RA
515
Rise Advisors
New York
$1.87K +$19 +1 +1%
RWPA
516
Richard W. Paul & Associates
Michigan
$1.85K
PWMG
517
Prestige Wealth Management Group
New Jersey
$1.84K
AWM
518
Avior Wealth Management
Nebraska
$1.8K
HIA
519
Harbor Investment Advisory
Maryland
$1.52K
SC
520
Stephens Consulting
Michigan
$1.25K
IFAM
521
Institutional & Family Asset Management
Colorado
$1.24K
PCM
522
Penserra Capital Management
California
$1K -$38 -2 -2%
CMP
523
Coston McIsaac & Partners
Maine
$1K +$1.52K +80 New
Citadel Advisors
524
Citadel Advisors
Florida
$991 +$1.03K +54 New
SS
525
Sunbelt Securities
Texas
$908 +$951 +50 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.