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Manulife Financial

540 hedge funds and large institutions have $15.8B invested in Manulife Financial in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

8% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 169

1% more funds holding

Funds holding: 537540 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.05% less ownership

Funds ownership: 46.66%46.62% (-0.05%)

4% less capital invested

Capital invested by funds: $16.5B → $15.8B (-$705M)

53% less call options, than puts

Call options by funds: $175M | Put options by funds: $371M

Holders
540
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
8.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
183
Reduced
169
Closed
43
Calls
$175M
Puts
$371M
Net Calls
-$197M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
526
Iron Horse Wealth Management
Iowa
$2.54K +$2.63K +139 New
CSC
527
Caldwell Sutter Capital
California
$2.52K
CTB
528
Country Trust Bank
Illinois
$2.36K
AWM
529
Avior Wealth Management
Nebraska
$2.08K -$7.73K -409 -78%
PWMG
530
Prestige Wealth Management Group
New Jersey
$2.01K
PCM
531
Penserra Capital Management
California
$2K +$945 +50 +50%
RWPA
532
Richard W. Paul & Associates
Michigan
$1.85K
HIA
533
Harbor Investment Advisory
Maryland
$1.52K
GI
534
Gradient Investments
Minnesota
$1.46K
IFAM
535
Institutional & Family Asset Management
Colorado
$1.26K +$19 +1 +1%
SC
536
Stephens Consulting
Michigan
$1.24K
CMP
537
Coston McIsaac & Partners
Maine
$1K
RA
538
Rise Advisors
New York
$923 +$19 +1 +2%
SS
539
Sunbelt Securities
Texas
$914
BWL
540
Bogart Wealth LLC
Virginia
$567 +$586 +31 New
CAS
541
Coppell Advisory Solutions
Texas
$535 +$302 +16 +114%
MSE
542
MUFG Securities EMEA
United Kingdom
-$146M -5,843,300 Closed
TPM
543
Triasima Portfolio Management
Quebec, Canada
-$44.7M -1,784,309 Closed
Renaissance Technologies
544
Renaissance Technologies
New York
-$30M -1,586,414 Closed
Marshall Wace
545
Marshall Wace
United Kingdom
-$11.1M -589,561 Closed
LCM
546
Lynwood Capital Management
Ontario, Canada
-$3.31M -175,000 Closed
MF
547
Magnetar Financial
Illinois
-$3.1M -163,932 Closed
BCM
548
Barometer Capital Management
Ontario, Canada
-$3.73M -149,100 Closed
Point72 Asset Management
549
Point72 Asset Management
Connecticut
-$2.36M -125,000 Closed
VIA
550
Vident Investment Advisory
Georgia
-$2.31M -122,291 Closed

MFC Hedge Fund Activity: Q3 2023 in Review

540 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2023, worth a combined $15.8B — down 4.3% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MFC positions and 43 closed out — a net gain of 12 holders — while 183 added to existing stakes and 169 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $91.5M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $146M sold.

  • 540 institutional investors held Manulife Financial (MFC) as of Q3 2023, up from 537 in Q2 2023.
  • Funds reported $15.8B of Manulife Financial stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 55 funds opened new Manulife Financial positions in Q3 2023 and 43 closed out, a net change of +12 holders.
  • The largest Manulife Financial buyer in Q3 2023 was Arrowstreet Capital, an estimated $91.5M added.
  • The largest Manulife Financial seller in Q3 2023 was MUFG Securities EMEA, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2023.