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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
MSG
501
Main Street Group
Virginia
$21.7K +$18.8K +980 New
PA
502
PSI Advisors
Florida
$21.2K
HI
503
Harbour Investments
Wisconsin
$20.9K -$11.4K -596 -39%
AA
504
Ancora Advisors
Ohio
$20.8K
Lazard Asset Management
505
Lazard Asset Management
New York
$20K
PWMG
506
Private Wealth Management Group
New Jersey
$19.8K +$17.2K +896 New
GWM
507
Geneos Wealth Management
Colorado
$19.5K
GEA
508
Glen Eagle Advisors
New Jersey
$19.1K
VWA
509
Valued Wealth Advisors
Utah
$19K +$20K +1,040 New
CFS
510
CGC Financial Services
Oregon
$18.8K
AT
511
Arlington Trust
Alabama
$18.4K -$14.7K -764 -48%
PCFFS
512
Pacific Center for Financial Services
California
$18.1K
ADL
513
Asset Dedication LLC
California
$18K -$5.18K -270 -24%
HFM
514
Harvest Fund Management
China
$18K
SIS
515
Sound Income Strategies
Florida
$17.5K +$7.32K +381 +93%
CSC
516
Caldwell Sutter Capital
California
$17.4K +$12.4K +648 +470%
ODG
517
O'Dell Group
Ohio
$16.6K +$14.4K +750 New
OA
518
Operose Advisors
Wisconsin
$16.4K
AWM
519
AllSquare Wealth Management
New York
$16K
KFP
520
Keener Financial Planning
Texas
$16K +$13.9K +722 New
WIA
521
Wetzel Investment Advisors
Indiana
$16K +$14.1K +736 New
GJIA
522
Glass Jacobson Investment Advisors
Maryland
$15.6K
TWM
523
Tradition Wealth Management
Minnesota
$15K
TFGT
524
TS Financial Group (TSFG)
Illinois
$15K
BGAI
525
Bruce G. Allen Investments
Colorado
$14.7K +$12.8K +666 New