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Manulife Financial

312 hedge funds and large institutions have $17.6B invested in Manulife Financial in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

54% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $32.1M

18% more capital invested

Capital invested by funds: $14.9B → $17.6B (+$2.62B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

6% more funds holding

Funds holding: 294312 (+18)

9% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 104

1.09% less ownership

Funds ownership: 49.02%47.92% (-1.1%)

Holders
312
Holders Change
+18
Holders Change %
+6.12%
% of All Funds
9.06%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.7%
New
45
Increased
95
Reduced
104
Closed
24
Calls
$49.3M
Puts
$32.1M
Net Calls
+$17.2M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
76
Gulf International Bank (UK)
United Kingdom
$10.6M +$9.22M +503,834 New
PCM
77
Peg Capital Management
New Hampshire
$9.58M +$1.89M +103,460 +27%
Dimensional Fund Advisors
78
Dimensional Fund Advisors
Texas
$9.48M -$102K -5,561 -1%
AI
79
Analytic Investors
California
$9.32M +$8.64M +472,600 New
U
80
UBS
Switzerland
$9.3M +$377K +20,609 +5%
BONST
81
Bank of Nova Scotia Trust
Ontario, Canada
$9.08M -$250K -13,693 -3%
Renaissance Technologies
82
Renaissance Technologies
New York
$7.71M +$5.19M +283,854 +265%
AIM
83
Acuity Investment Management
Ontario, Canada
$7.69M -$10M -548,308 -58%
FAAM
84
First Allied Asset Management
California
$6.86M +$218K +11,909 +4%
CPS
85
Counsel Portfolio Services
Ontario, Canada
$6.82M +$478K +26,142 +8%
VRS
86
Virginia Retirement Systems
Virginia
$6.35M +$830K +45,400 +16%
SI
87
Sprott Inc
Ontario, Canada
$5.92M +$5.49M +300,000 New
Barclays
88
Barclays
United Kingdom
$5.72M +$288K +15,773 +6%
AllianceBernstein
89
AllianceBernstein
Tennessee
$5.69M -$77.8K -4,252 -1%
IRF
90
IBM Retirement Fund
New York
$5.49M
SI
91
Sentry Investments
Ontario, Canada
$5.44M -$1.29M -70,794 -20%
GWI
92
Grace & White Inc
New York
$5.01M -$219K -12,000 -5%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$4.68M -$148K -8,098 -3%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$4.63M +$138K +7,561 +3%
AG
95
Aperio Group
California
$4.3M -$3.19M -174,621 Closed
PI
96
PineBridge Investments
New York
$3.94M -$15.8K -866 -0.5%
J
97
JWest
Indiana
$3.37M +$3.18M +173,760 New
LAM
98
Lingohr Asset Management
Germany
$3.31M -$488K -26,700 -14%
Axa
99
Axa
France
$3.2M +$690K +37,700 +30%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$3.17M +$83.7K +4,578 +3%

MFC Hedge Fund Activity: Q4 2013 in Review

312 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2013, worth a combined $17.6B — up 18% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MFC positions and 24 closed out — a net gain of 21 holders — while 95 added to existing stakes and 104 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $145M. The largest seller was Royal Bank of Canada, cutting an estimated $443M.

  • 312 institutional investors held Manulife Financial (MFC) as of Q4 2013, up from 294 in Q3 2013.
  • Funds reported $17.6B of Manulife Financial stock for Q4 2013, up 18% quarter-over-quarter.
  • 45 funds opened new Manulife Financial positions in Q4 2013 and 24 closed out, a net change of +21 holders.
  • The largest Manulife Financial buyer in Q4 2013 was Bank of Montreal, an estimated $145M added.
  • The largest Manulife Financial seller in Q4 2013 was Royal Bank of Canada, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2013.