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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
TPWA
526
TRUE Private Wealth Advisors
Oregon
-$59.2K -3,313 Closed
LA
527
Legacy Advisors
Pennsylvania
-$55K -3,086 Closed
SIC
528
Salem Investment Counselors
North Carolina
-$51K -2,875 Closed
CBT
529
Capital Bank & Trust
California
-$51K -2,870 Closed
AA
530
Ancora Advisors
Ohio
-$25K -1,388 Closed
MWM
531
MinichMacGregor Wealth Management
New York
-$21K -1,176 Closed
First Manhattan
532
First Manhattan
New York
-$11.4K -722 -92%
GRP
533
Global Retirement Partners
California
-$12K -679 Closed
KJWM
534
Kiley Juergens Wealth Management
Washington
-$11K -666 Closed
MCM
535
Monument Capital Management
Virginia
-$10K -586 Closed
MWPCG
536
Measured Wealth Private Client Group
New Hampshire
-$10K -583 Closed
IP
537
Investment Partners
Ohio
-$515 -430 Closed
SFM
538
Signet Financial Management
New Jersey
-$7K -364 Closed
BL
539
Balentine LLC
Georgia
-$6K -356 Closed
TC
540
Trilogy Capital
California
-$4K -215 Closed
CPIG
541
Chicago Partners Investment Group
Illinois
-$3K -202 Closed
VRM
542
Vectors Research Management
New York
-$4K -200 Closed
OBWP
543
O'Brien Wealth Partners
Massachusetts
-$3K -166 Closed
KF
544
Krilogy Financial
Missouri
-$1K -83 Closed
SIAP
545
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
+$793 +50 New
LC
546
Lindbrook Capital
California
+$1.05K +66 New

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.