We are live on ! Find out more
MFC icon

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
OIA
601
Optimum Investment Advisors
Illinois
$7.79K
SSB
602
Sandy Spring Bank
Maryland
$7.15K
TFM
603
TFC Financial Management
Massachusetts
$6.75K +$6.21K +270 New
MG
604
Mather Group
Illinois
$6.67K +$6.94K +302 New
AF
605
Arrow Financial
New York
$5.9K
FWM
606
FSA Wealth Management
Massachusetts
$5.45K
RCM
607
Raleigh Capital Management
North Carolina
$5.41K +$46 +2 +0.9%
LFA
608
Legend Financial Advisors
Pennsylvania
$5K
RIL
609
Rothschild Investment LLC
Illinois
$4.5K +$4.14K +180 New
CFO
610
CVA Family Office
Colorado
$4.22K
CPA
611
Clear Point Advisors
New York
$4.2K
RDIA
612
RE Dickinson Investment Advisors
Iowa
$4K
IPW
613
Impact Partnership Wealth
Georgia
$3.62K
IHWM
614
Iron Horse Wealth Management
Iowa
$3.47K
ATC
615
Adirondack Trust Company
New York
$3.35K
CTB
616
Country Trust Bank
Illinois
$3.22K
PCM
617
Penserra Capital Management
California
$3K
CWC
618
Carolinas Wealth Consulting
North Carolina
$2.77K +$2.55K +111 New
RWPA
619
Richard W. Paul & Associates
Michigan
$2.52K
PWMG
620
Prestige Wealth Management Group
New Jersey
$2.5K
PAM
621
Palisade Asset Management
Minnesota
$2.15K +$1.98K +86 New
SJIM
622
St. Johns Investment Management
Florida
$2.1K
HIA
623
Harbor Investment Advisory
Maryland
$2.07K
FMTCOCP
624
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K +$1.61K +70 New
First Manhattan
625
First Manhattan
New York
$2K