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Manulife Financial

666 hedge funds and large institutions have $25.5B invested in Manulife Financial in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 209 increasing their positions, 221 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $23.6B → $25.5B (+$1.82B)

4% more funds holding

Funds holding: 638666 (+28)

5% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 221

1.07% less ownership

Funds ownership: 49.38%48.31% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

69% less call options, than puts

Call options by funds: $171M | Put options by funds: $550M

Holders
666
Holders Change
+28
Holders Change %
+4.39%
% of All Funds
9.56%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
68
Increased
209
Reduced
221
Closed
32
Calls
$171M
Puts
$550M
Net Calls
-$379M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
A
676
Allianz
Germany
-$878K -32,995 Closed
SRSA
677
S.R. Schill & Associates
Washington
-$777K -29,188 Closed
GAM
678
Gotham Asset Management
New York
-$680K -25,548 Closed
BTWM
679
Baker Tilly Wealth Management
Wisconsin
-$486K -18,247 Closed
VP
680
Verum Partners
North Carolina
-$342K -12,851 Closed
SW
681
SVB Wealth
Massachusetts
-$341K -12,801 Closed
ACA
682
Aptus Capital Advisors
Alabama
-$280K -10,519 Closed
Rockefeller Capital Management
683
Rockefeller Capital Management
New York
-$272K -10,223 Closed
ECM
684
ExodusPoint Capital Management
New York
-$264K -9,900 Closed
GWANC
685
Guardian Wealth Advisors (North Carolina)
North Carolina
-$212K -7,963 Closed
BPA
686
Beacon Pointe Advisors
California
-$209K -7,857 Closed
MG
687
Mather Group
Illinois
-$171K -6,828 Closed
KFS
688
Kelly Financial Services
Massachusetts
-$93K -3,494 Closed
GIS
689
Grayhawk Investment Strategies
Alberta, Canada
-$112K -3,071 Closed
MSFP
690
Mark Sheptoff Financial Planning
Connecticut
-$79.9K -3,000 Closed
OWA
691
Opal Wealth Advisors
New York
-$44.3K -1,666 Closed
RWMG
692
Redwood Wealth Management Group
New Jersey
-$38K -1,426 Closed
TAM
693
Tucker Asset Management
Colorado
-$32.7K -1,230 Closed
WIA
694
Wetzel Investment Advisors
Indiana
-$18.4K -736 Closed
UWS
695
Unique Wealth Strategies
Illinois
-$16.1K -643 Closed
RFG
696
RFP Financial Group
Georgia
-$13.7K -515 Closed
FLPIM
697
F.L. Putnam Investment Management
Massachusetts
-$11.7K -439 Closed
TSWM
698
Tyler-Stone Wealth Management
Ohio
-$9.64K -362 Closed