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Manulife Financial

496 hedge funds and large institutions have $13.7B invested in Manulife Financial in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 52

7% more funds holding

Funds holding: 464496 (+32)

0.97% more ownership

Funds ownership: 47.74%48.71% (+0.97%)

0% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 145

20% less capital invested

Capital invested by funds: $17B → $13.7B (-$3.31B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

52% less call options, than puts

Call options by funds: $24.9M | Put options by funds: $52M

Holders
496
Holders Change
+32
Holders Change %
+6.9%
% of All Funds
11.05%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.31%
New
88
Increased
145
Reduced
145
Closed
52
Calls
$24.9M
Puts
$52M
Net Calls
-$27.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
76
Heathbridge Capital Management
Ontario, Canada
$21.9M +$1.65M +104,100 +7%
PPA
77
Parametric Portfolio Associates
Washington
$21.5M +$268K +16,895 +1%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.3M -$16.2K -1,020 -0.1%
DMIC
79
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.2M -$323K -20,396 -1%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$18.9M -$1.61M -101,238 -7%
PP
81
Prudential plc
United Kingdom
$18.2M +$142K +8,976 +0.7%
UBS Group
82
UBS Group
Switzerland
$16.3M -$5.99M -377,949 -25%
NEI
83
Northwest & Ethical Investments
Ontario, Canada
$15.2M -$1.26M -79,702 -7%
CQS
84
Credential Qtrade Securities
$15M +$1.34M +84,695 +9%
MSE
85
MUFG Securities EMEA
United Kingdom
$14.2M +$15.9M +1,000,000 New
MSV
86
MN Services Vermogensbeheer
Netherlands
$13.5M +$12.2M +766,737 +241%
VRS
87
Virginia Retirement Systems
Virginia
$13.2M -$135K -8,500 -0.9%
HIM
88
Hillsdale Investment Management
Ontario, Canada
$12.6M +$1.44M +90,900 +11%
Citigroup
89
Citigroup
New York
$12.4M -$1.13M -71,455 -8%
Man Group
90
Man Group
United Kingdom
$12.2M +$2.65M +167,221 +24%
JAM
91
JCIC Asset Management
Ontario, Canada
$12.1M +$1.86M +117,150 +16%
BONST
92
Bank of Nova Scotia Trust
Ontario, Canada
$12.1M -$11.1K -703 -0.1%
RG
93
Renaissance Group
Kentucky
$11.9M -$1.29M -81,298 -9%
Barclays
94
Barclays
United Kingdom
$11.7M -$1.52M -96,081 -10%
GCM
95
Galibier Capital Management
Ontario, Canada
$11.1M +$12.4M +781,600 New
HSBC Holdings
96
HSBC Holdings
United Kingdom
$10.8M -$44.8M -2,825,738 -79%
BA
97
Bridgewater Associates
Connecticut
$10.7M -$2.5M -157,989 -17%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$10.5M +$3.51M +221,402 +43%
NWM
99
Nicola Wealth Management
British Columbia, Canada
$10.5M +$238K +15,000 +3%
ACI
100
AMP Capital Investors
Australia
$10.1M -$3.44M -216,805 -23%

MFC Hedge Fund Activity: Q4 2018 in Review

496 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2018, worth a combined $13.7B — down 20% from $17B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 52 closed out — a net gain of 36 holders — while 145 added to existing stakes and 145 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $262M. The largest seller was Royal Bank of Canada, cutting an estimated $97.3M.

  • 496 institutional investors held Manulife Financial (MFC) as of Q4 2018, up from 464 in Q3 2018.
  • Funds reported $13.7B of Manulife Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q4 2018 and 52 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q4 2018 was EdgePoint Investment Group, an estimated $262M added.
  • The largest Manulife Financial seller in Q4 2018 was Royal Bank of Canada, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2018.