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Manulife Financial

540 hedge funds and large institutions have $15.8B invested in Manulife Financial in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

8% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 169

1% more funds holding

Funds holding: 537540 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.05% less ownership

Funds ownership: 46.66%46.62% (-0.05%)

4% less capital invested

Capital invested by funds: $16.5B → $15.8B (-$705M)

53% less call options, than puts

Call options by funds: $175M | Put options by funds: $371M

Holders
540
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
8.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
183
Reduced
169
Closed
43
Calls
$175M
Puts
$371M
Net Calls
-$197M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$3.12M -$125K -6,601 -4%
CGH
152
Crossmark Global Holdings
Texas
$3.09M -$68.3K -3,613 -2%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$3M +$1.51M +80,096 +95%
Stifel Financial
154
Stifel Financial
Missouri
$2.99M +$174K +9,188 +6%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$2.98M +$41.5K +2,197 +1%
MSRPS
156
Maryland State Retirement & Pension System
Maryland
$2.96M +$70.7K +3,739 +2%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$2.64M +$2.73M +144,579 New
Creative Planning
158
Creative Planning
Kansas
$2.6M +$164K +8,661 +6%
HPG
159
Harvest Portfolios Group
Ontario, Canada
$2.53M -$130K -6,895 -5%
O
160
Ossiam
France
$2.36M -$523K -27,683 -18%
ST
161
Spinnaker Trust
Maine
$2.3M -$87.8K -4,642 -4%
PIC
162
PCJ Investment Counsel
Ontario, Canada
$2.28M +$222K +11,720 +10%
RWM
163
Ritholtz Wealth Management
New York
$2.27M +$356K +18,811 +18%
Ensign Peak Advisors
164
Ensign Peak Advisors
Utah
$2.26M
Principal Financial Group
165
Principal Financial Group
Iowa
$2.24M +$274K +14,512 +14%
HighTower Advisors
166
HighTower Advisors
Illinois
$2.22M -$17.1K -905 -0.7%
VA
167
Vident Advisory
Georgia
$2.22M +$2.29M +120,882 New
DC
168
Davenport & Co
Virginia
$2.17M -$50.4K -2,668 -2%
IA
169
Icon Advisers
Colorado
$2.15M
RG
170
Rathbones Group
United Kingdom
$2.08M +$334K +17,650 +18%
IWC
171
Integrated Wealth Concepts
Massachusetts
$2.02M +$40.6K +2,147 +2%
AI
172
Atria Investments
North Carolina
$1.89M +$187K +9,888 +11%
Corient Private Wealth
173
Corient Private Wealth
Florida
$1.88M +$146K +7,723 +8%
JMPWA
174
JP Morgan Private Wealth Advisors
California
$1.88M -$134K -7,105 -6%
KeyBank National Association
175
KeyBank National Association
Ohio
$1.87M -$16.1K -854 -0.8%

MFC Hedge Fund Activity: Q3 2023 in Review

540 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2023, worth a combined $15.8B — down 4.3% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MFC positions and 43 closed out — a net gain of 12 holders — while 183 added to existing stakes and 169 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $91.5M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $146M sold.

  • 540 institutional investors held Manulife Financial (MFC) as of Q3 2023, up from 537 in Q2 2023.
  • Funds reported $15.8B of Manulife Financial stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 55 funds opened new Manulife Financial positions in Q3 2023 and 43 closed out, a net change of +12 holders.
  • The largest Manulife Financial buyer in Q3 2023 was Arrowstreet Capital, an estimated $91.5M added.
  • The largest Manulife Financial seller in Q3 2023 was MUFG Securities EMEA, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2023.