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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
OAC
101
OMERS Administration Corp
Ontario, Canada
$9.8M +$11M +691,390 New
EPFB
102
Employees Provident Fund Board
Malaysia
$9.58M
NIPH
103
NN Investment Partners Holdings
Netherlands
$8.11M +$5.37M +338,797 +146%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$8.06M -$1.78M -112,068 -16%
HGI
105
Hansberger Growth Investors
Wisconsin
$7.54M -$340K -21,420 -4%
APG Asset Management
106
APG Asset Management
Netherlands
$7.37M +$212K +13,400 +2%
AG
107
Aperio Group
California
$7.3M +$796K +50,202 +11%
GWI
108
Grace & White Inc
New York
$7.11M +$1.82M +114,600 +30%
DWM
109
Dorchester Wealth Management
Quebec, Canada
$5.95M +$166K +10,487 +3%
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$5.3M -$15.8M -994,197 -73%
Wellington Management Group
111
Wellington Management Group
Massachusetts
$5.19M +$5.01M +316,313 +639%
WCA
112
Waratah Capital Advisors
Ontario, Canada
$5.1M +$3.55M +223,892 +168%
EWM
113
Endurance Wealth Management
Rhode Island
$4.83M +$351K +22,150 +7%
TCIM
114
TIAA CREF Investment Management
New York
$4.61M
DCM
115
Decatur Capital Management
Georgia
$4.59M +$5.13M +323,670 New
CBOA
116
Commonwealth Bank of Australia
Australia
$4.33M +$428K +26,970 +10%
SEI Investments
117
SEI Investments
Pennsylvania
$4.14M +$1.47M +92,938 +47%
OAM
118
Oppenheimer Asset Management
New York
$4.09M +$132K +8,339 +3%
FAF
119
Första AP-fonden
Sweden
$3.89M -$1.31M -82,600 -23%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$3.82M +$4.27M +269,103 New
HAI
121
Hennessy Advisors Inc
California
$3.76M -$149K -9,400 -3%
SC
122
Seacliff Capital
Connecticut
$3.55M +$3.96M +250,000 New
FNBT
123
FineMark National Bank & Trust
Florida
$3.51M +$102K +6,444 +3%
DSI
124
Daiwa SB Investments
Japan
$3.45M +$56.9K +3,590 +1%
BNP Paribas Asset Management
125
BNP Paribas Asset Management
France
$3.36M -$128K -8,097 -3%

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.