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Manulife Financial

527 hedge funds and large institutions have $15.9B invested in Manulife Financial in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 149

6% more capital invested

Capital invested by funds: $15B → $15.9B (+$886M)

4% more funds holding

Funds holding: 506527 (+21)

1.57% more ownership

Funds ownership: 44.7%46.27% (+1.6%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

61% less call options, than puts

Call options by funds: $177M | Put options by funds: $448M

Holders
527
Holders Change
+21
Holders Change %
+4.15%
% of All Funds
8.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
65
Increased
177
Reduced
149
Closed
29
Calls
$177M
Puts
$448M
Net Calls
-$271M
Net Calls Change
+$97M
Name Holding Trade Value Shares
Change
Change in
Stake
UH
126
Unigestion Holding
Switzerland
$4.99M -$4.26M -223,950 -45%
GCAC
127
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.83M +$1.36M +71,291 +38%
WBC
128
Westpac Banking Corp
Australia
$4.45M +$3.41M +179,334 New
URS
129
Utah Retirement Systems
Utah
$4.26M +$4.42M +232,619 New
VanEck Associates
130
VanEck Associates
New York
$4.11M +$496K +26,098 +13%
CAM
131
ClariVest Asset Management
California
$3.98M +$12.9K +680 +0.3%
CQS
132
Credential Qtrade Securities
$3.91M -$4.3K -226 -0.1%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$3.88M +$220K +11,552 New
LSWM
134
Lorne Steinberg Wealth Management
Canada
$3.69M -$26.6K -1,400 -0.7%
BIA
135
Barry Investment Advisors
Massachusetts
$3.68M -$10.9K -573 -0.3%
Balyasny Asset Management
136
Balyasny Asset Management
Illinois
$3.67M +$3.8M +200,067 New
MAM
137
Madison Asset Management
Wisconsin
$3.48M -$303K -15,943 -8%
OAM
138
Oppenheimer Asset Management
New York
$3.38M -$76.5K -4,025 -2%
Prudential Financial
139
Prudential Financial
New Jersey
$3.34M +$3M +157,704 +649%
Truist Financial
140
Truist Financial
North Carolina
$3.24M +$390K +20,524 +13%
CGH
141
Crossmark Global Holdings
Texas
$3.21M -$46.3K -2,437 -1%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$3.19M -$2.06M -108,218 -38%
T. Rowe Price Associates
143
T. Rowe Price Associates
Maryland
$3.02M +$264K +13,889 +9%
Osaic Holdings
144
Osaic Holdings
Arizona
$2.99M -$153K -8,049 -5%
FM
145
Foster & Motley
Ohio
$2.89M +$164K +8,629 +6%
VIA
146
Vident Investment Advisory
Georgia
$2.86M +$183K +9,600 +7%
EGM
147
Engineers Gate Manager
New York
$2.85M +$2.96M +155,441 New
Mariner
148
Mariner
Kansas
$2.85M +$584K +30,704 +25%
Stifel Financial
149
Stifel Financial
Missouri
$2.74M +$830K +43,630 +41%
DA
150
Duality Advisers
Florida
$2.63M +$2.73M +143,325 New

MFC Hedge Fund Activity: Q1 2023 in Review

527 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2023, worth a combined $15.9B — up 5.9% from $15B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MFC positions and 29 closed out — a net gain of 36 holders — while 177 added to existing stakes and 149 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $136M. The largest seller was Royal Bank of Canada, cutting an estimated $221M.

  • 527 institutional investors held Manulife Financial (MFC) as of Q1 2023, up from 506 in Q4 2022.
  • Funds reported $15.9B of Manulife Financial stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 65 funds opened new Manulife Financial positions in Q1 2023 and 29 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q1 2023 was Canada Pension Plan Investment Board, an estimated $136M added.
  • The largest Manulife Financial seller in Q1 2023 was Royal Bank of Canada, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2023.