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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
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$3.32M +$3.71M +234,177 New
AllianceBernstein
127
AllianceBernstein
Tennessee
$3.27M -$41.4K -2,609 -1%
BIA
128
Barry Investment Advisors
Massachusetts
$3.27M +$129K +8,105 +4%
MWNA
129
Marshall Wace North America
New York
$3.06M +$326K +20,588 +11%
EAM
130
Erste Asset Management
Austria
$2.92M +$3.31M +209,000 New
CGH
131
Crossmark Global Holdings
Texas
$2.8M -$72K -4,542 -2%
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$2.66M +$2.97M +187,614 New
RJA
133
Raymond James & Associates
Florida
$2.65M -$1.43M -90,038 -33%
GW
134
GW & Wade
Massachusetts
$2.65M -$3.81M -240,403 -56%
SG Americas Securities
135
SG Americas Securities
New York
$2.51M +$1.38M +86,936 +97%
SAM
136
Shell Asset Management
Netherlands
$2.42M -$436K -27,500 -14%
William Blair & Company
137
William Blair & Company
Illinois
$2.37M -$10.7K -673 -0.4%
SEC
138
Seven Eight Capital
New York
$2.36M +$2.63M +166,174 New
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$2.34M -$274K -17,258 -9%
GCAC
140
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.34M -$229K -14,462 -11%
FNBOO
141
First National Bank of Omaha
Nebraska
$2.33M -$220K -13,871 -8%
Skandinaviska Enskilda Banken (SEB)
142
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.28M +$238K +15,000 +10%
QC
143
Quadrature Capital
United Kingdom
$2.26M -$2.5M -157,700 -50%
SGAM
144
Smith Group Asset Management
Texas
$2.12M +$1.57M +98,960 +195%
GIA
145
Granite Investment Advisors
New Hampshire
$2.09M -$807K -50,880 -26%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$2.06M +$455K +28,713 +25%
ECM
147
Element Capital Management
New York
$2.02M +$1.06M +66,953 +89%
CSS
148
Cubist Systematic Strategies
Connecticut
$1.99M +$1.89M +119,072 +562%
CCM
149
Cullen Capital Management
New York
$1.98M -$1.16M -72,865 -34%
CC
150
Cipher Capital
New York
$1.98M +$2.21M +139,304 New

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.