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Manulife Financial

303 hedge funds and large institutions have $18B invested in Manulife Financial in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $70.5M | Put options by funds: $29.3M

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

4% more capital invested

Capital invested by funds: $17.3B → $18B (+$626M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.61% more ownership

Funds ownership: 47.95%48.56% (+0.61%)

0% more funds holding

Funds holding: 303303 (0)

Holders
303
Holders Change
Holders Change %
0%
% of All Funds
8.71%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.72%
New
30
Increased
96
Reduced
94
Closed
28
Calls
$70.5M
Puts
$29.3M
Net Calls
+$41.3M
Net Calls Change
+$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
151
LPL Financial
California
$733K -$75.6K -4,002 -10%
CA
152
Commerzbank Aktiengesellschaft
Germany
$723K +$15.4K +814 +2%
RCM
153
Riverhead Capital Management
Delaware
$703K
BMC
154
Benin Management Corp
Connecticut
$702K -$5.67K -300 -0.8%
CLOS
155
Compagnie Lombard Odier SCmA
Switzerland
$681K +$32.2K +1,703 +5%
JMPWA
156
JP Morgan Private Wealth Advisors
California
$656K +$624K +33,028 New
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$627K +$49.1K +2,599 +9%
LOAMS
158
Lombard Odier Asset Management (Switzerland)
Switzerland
$622K +$593K +31,369 New
KJHP
159
K.J. Harrison & Partners
Ontario, Canada
$598K -$2.36K -125 -0.4%
WB
160
WesBanco Bank
West Virginia
$590K -$27.4K -1,450 -5%
Truist Financial
161
Truist Financial
North Carolina
$590K +$48.7K +2,578 +10%
Bessemer Group
162
Bessemer Group
New Jersey
$585K -$7.99K -423 -1%
GC
163
Grimes & Company
Massachusetts
$568K -$2.36K -125 -0.4%
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$557K +$22.2K +1,176 +4%
FCH
165
Freestone Capital Holdings
Washington
$543K +$51.8K +2,742 +11%
AG
166
Algert Global
California
$504K -$755K -39,970 -61%
RC
167
RegentAtlantic Capital
New Jersey
$496K -$680 -36 -0.1%
WP
168
WMS Partners
Maryland
$477K
CP
169
Cumberland Partners
Ontario, Canada
$466K -$16.1K -850 -3%
B
170
BancorpSouth
Mississippi
$463K +$200K +10,571 +83%
TAM
171
Tocqueville Asset Management
New York
$454K +$37.8K +2,000 +10%
RhumbLine Advisers
172
RhumbLine Advisers
Massachusetts
$446K
KIA
173
KCM Investment Advisors
California
$443K
BHBT
174
Burke & Herbert Bank & Trust
Virginia
$434K
KTC
175
Kistler-Tiffany Companies
Pennsylvania
$428K

MFC Hedge Fund Activity: Q2 2014 in Review

303 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2014, worth a combined $18B — up 3.6% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MFC positions and 28 closed out — a net gain of 2 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $155M. The largest seller was Fidelity Investments, cutting an estimated $381M.

  • 303 institutional investors held Manulife Financial (MFC) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $18B of Manulife Financial stock for Q2 2014, up 3.6% quarter-over-quarter.
  • 30 funds opened new Manulife Financial positions in Q2 2014 and 28 closed out, a net change of +2 holders.
  • The largest Manulife Financial buyer in Q2 2014 was Fiera Capital (Canada), an estimated $155M added.
  • The largest Manulife Financial seller in Q2 2014 was Fidelity Investments, an estimated $381M sold.

Based on aggregated 13F filings for Q2 2014.