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Manulife Financial
MFC

339 hedge funds and large institutions have $17.7B invested in Manulife Financial in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

7% more funds holding in top 10

Funds holding in top 10: 29 → 31 (+2)

6% more funds holding

Funds holding: 319 → 339 (+20)

1.66% more ownership

Funds ownership: 48.03% → 49.69% (+1.7%)

3% more capital invested

Capital invested by funds: $17.2B → $17.7B (+$474M)

2% less call options, than puts

Call options by funds: $37.6M | Put options by funds: $38.2M

4% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 102

Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
9.04%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
52
Increased
98
Reduced
102
Closed
28
Calls
$37.6M
Puts
$38.2M
Net Calls
-$663K
Net Calls Change
-$60.6M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$135M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$72M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$53.6M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$77.7M
2
Two Sigma Investments
Two Sigma Investments
New York
-$35.6M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$23M
4
CS
Credit Suisse
Switzerland
-$20.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$898K -$47.8K -2,525 -5%
CI
152
Capital International
California
$889K – – –
AIG
153
American International Group
New York
$863K +$9.31K +492 +1%
HS
154
HighVista Strategies
Massachusetts
$848K +$32.5K +1,715 +4%
Two Sigma Advisers
155
Two Sigma Advisers
New York
$809K -$92.7K -4,900 -10%
OMCS
156
Old Mutual Customised Solutions
South Africa
$787K -$24.6K -1,300 -4%
RJA
157
Raymond James & Associates
Florida
$743K -$24K -1,269 -3%
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$682K +$149K +7,894 +28%
RCM
159
Riverhead Capital Management
Delaware
$675K – – –
CSS
160
Cubist Systematic Strategies
Connecticut
$634K -$625K -33,005 -50%
BF
161
BOK Financial
Oklahoma
$631K -$125K -6,591 -17%
EWM
162
Endurance Wealth Management
Rhode Island
$605K +$246K +13,000 +70%
JMPWA
163
JP Morgan Private Wealth Advisors
California
$602K -$78.4K -4,141 -12%
LPL Financial
164
LPL Financial
California
$601K -$1.61K -85 -0.3%
WB
165
WesBanco Bank
West Virginia
$576K +$3.79K +200 +0.7%
SEI Investments
166
SEI Investments
Pennsylvania
$569K +$564K +29,807 New
Bessemer Group
167
Bessemer Group
New Jersey
$563K – – –
Parallax Volatility Advisers
168
Parallax Volatility Advisers
California
$559K +$526K +27,787 +1,835%
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$557K -$2.93K -155 -0.5%
MC
170
Moors & Cabot
Massachusetts
$554K +$51.1K +2,700 +10%
GC
171
Grimes & Company
Massachusetts
$549K +$435 +23 +0.1%
Truist Financial
172
Truist Financial
North Carolina
$534K -$27K -1,424 -5%
GCA
173
Gideon Capital Advisors
New York
$526K +$449K +23,724 New
FCH
174
Freestone Capital Holdings
Washington
$521K +$7.86K +415 +2%
Walleye Trading
175
Walleye Trading
New York
$496K -$457K -24,122 -48%
5 6
7
8 9

MFC Hedge Fund Activity: Q4 2014 in Review

339 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2014, worth a combined $17.7B — up 2.7% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MFC positions and 28 closed out — a net gain of 24 holders — while 98 added to existing stakes and 102 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $135M. The largest seller was Franklin Resources, cutting an estimated $77.7M.

  • 339 institutional investors held Manulife Financial (MFC) as of Q4 2014, up from 319 in Q3 2014.
  • Funds reported $17.7B of Manulife Financial stock for Q4 2014, up 2.7% quarter-over-quarter.
  • 52 funds opened new Manulife Financial positions in Q4 2014 and 28 closed out, a net change of +24 holders.
  • The largest Manulife Financial buyer in Q4 2014 was Bank of Montreal, an estimated $135M added.
  • The largest Manulife Financial seller in Q4 2014 was Franklin Resources, an estimated $77.7M sold.

Based on aggregated 13F filings for Q4 2014.