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Manulife Financial

632 hedge funds and large institutions have $22.3B invested in Manulife Financial in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 202 increasing their positions, 196 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 39

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

16% more capital invested

Capital invested by funds: $19.2B → $22.3B (+$3.09B)

7% more funds holding

Funds holding: 592632 (+40)

1.26% more ownership

Funds ownership: 47.79%49.05% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 196

44% less call options, than puts

Call options by funds: $256M | Put options by funds: $459M

Holders
632
Holders Change
+40
Holders Change %
+6.76%
% of All Funds
9.1%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
88
Increased
202
Reduced
196
Closed
39
Calls
$256M
Puts
$459M
Net Calls
-$203M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Sanctuary Wealth Management
Idaho
$37.7K
RAM
527
Riggs Asset Management
Pennsylvania
$37K
GAG
528
Goodman Advisory Group
Massachusetts
$36.2K
CB
529
Centennial Bank
Arkansas
$36.1K
WAM
530
WFA Asset Management
Wisconsin
$35.8K
CAM
531
Creekmur Asset Management
Illinois
$33.6K
WTC
532
WhitTier Trust Company
Nevada
$33.1K
FIM
533
FWL Investment Management
Texas
$32K -$6.89K -300 -19%
CAM
534
Clarity Asset Management
Iowa
$31.5K +$299 +13 +1%
GWSG
535
GPS Wealth Strategies Group
Colorado
$30.2K -$2.3K -100 -8%
SC
536
Sawyer & Company
Massachusetts
$30.1K
AAG
537
Accordant Advisory Group
Maryland
$29.5K +$27.2K +1,182 New
POIA
538
Pin Oak Investment Advisors
Texas
$29K
BGAI
539
Bruce G. Allen Investments
Colorado
$28.9K +$11.3K +490 +74%
JWA
540
JFS Wealth Advisors
Pennsylvania
$27.8K -$10.5K -455 -29%
SFFS
541
Stonehage Fleming Financial Services
Jersey
$27K
OC
542
Oakworth Capital
Alabama
$26.5K
CT
543
Caldwell Trust
Florida
$26K
VWA
544
Valued Wealth Advisors
Utah
$26K
AGWCA
545
Annis Gardner Whiting Capital Advisors
Florida
$25.4K +$23.4K +1,018 New
Daiwa Securities Group
546
Daiwa Securities Group
Japan
$25K
LSA
547
Leonteq Securities AG
Switzerland
$25K +$23K +1,000 New
MSG
548
Main Street Group
Virginia
$24.1K
PA
549
PSI Advisors
Florida
$23.9K
PMFA
550
Plante Moran Financial Advisors
Michigan
$23.8K -$11K -480 -33%