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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
SIS
501
Strategic Investment Solutions
Illinois
$6.62K
CPA
502
Cowen Prime Advisors
New York
$6.05K
OIA
503
Optimum Investment Advisors
Illinois
$5.89K
HPC
504
HM Payson & Co
Maine
$5.67K
SSB
505
Sandy Spring Bank
Maryland
$5.41K
GGI
506
Godsey & Gibb Inc
Virginia
$5.29K +$5.35K +280 New
WIM
507
WealthPlan Investment Management
Nebraska
$5.2K
TCOV
508
Trust Company of Vermont
Vermont
$5.01K
CFG
509
CKW Financial Group
Hawaii
$5K
SCA
510
Stonebridge Capital Advisors
Minnesota
$4.92K
ETC
511
Exchange Traded Concepts
Oklahoma
$4.76K -$305 -16 -6%
JGIA
512
Jackson Grant Investment Advisers
Connecticut
$4.54K +$4.58K +240 New
EARNEST Partners
513
EARNEST Partners
Georgia
$4.52K
AF
514
Arrow Financial
New York
$4.46K
RFG
515
RFP Financial Group
Georgia
$4.46K +$4.51K +236 New
RCM
516
Raleigh Capital Management
North Carolina
$3.96K +$38 +2 +1%
LFA
517
Legend Financial Advisors
Pennsylvania
$3.78K
FA
518
Fiduciary Alliance
South Carolina
$3.56K +$3.59K +188 New
NIC
519
Northwest Investment Counselors
Oregon
$3.48K +$3.51K +184 New
NSG
520
Nalls Sherbakoff Group
Tennessee
$3.33K
RDIA
521
RE Dickinson Investment Advisors
Iowa
$3K
CSC
522
Caldwell Sutter Capital
California
$2.61K +$2.63K +138 New
CTB
523
Country Trust Bank
Illinois
$2.44K
PWMG
524
Prestige Wealth Management Group
New Jersey
$2.08K +$191 +10 +10%
RWPA
525
Richard W. Paul & Associates
Michigan
$1.91K