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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
Stifel Financial
176
Stifel Financial
Missouri
$486K -$3.93M -207,828 -89%
AT
177
AMF Tjänstepension
Sweden
$480K +$475K +25,100 New
RC
178
RegentAtlantic Capital
New Jersey
$473K – – –
WP
179
WMS Partners
Maryland
$459K – – –
RhumbLine Advisers
180
RhumbLine Advisers
Massachusetts
$448K +$18.9K +1,000 +4%
TAM
181
Thornmark Asset Management
Ontario, Canada
$442K -$465K -24,580 -52%
ARTA
182
A.R.T. Advisors
New York
$425K -$467K -24,700 -53%
B
183
BancorpSouth
Mississippi
$420K -$5.68K -300 -1%
KTC
184
Kistler-Tiffany Companies
Pennsylvania
$420K +$9.52K +503 +2%
BMC
185
Benin Management Corp
Connecticut
$413K -$221K -11,700 -35%
BHBT
186
Burke & Herbert Bank & Trust
Virginia
$412K -$5.68K -300 -1%
PHS
187
Pekin Hardy Strauss
Illinois
$408K – – –
KIA
188
KCM Investment Advisors
California
$398K -$27.4K -1,450 -7%
TAM
189
Tocqueville Asset Management
New York
$398K – – –
OCG
190
Opus Capital Group
Ohio
$371K – – –
VKH
191
Virtu KCG Holdings
New York
$362K -$196K -10,358 -35%
LA
192
LBN Advisers
Hong Kong
$357K – – –
SCA
193
Salient Capital Advisors
Texas
$352K – – –
Ameriprise
194
Ameriprise
Minnesota
$340K -$1.61M -85,011 -83%
FB
195
Fulton Bank
Pennsylvania
$340K +$3.63K +192 +1%
HIM
196
Hillsdale Investment Management
Ontario, Canada
$338K +$56.8K +3,000 +20%
RFA
197
Reilly Financial Advisors
California
$338K +$333K +17,570 +12,117%
Creative Planning
198
Creative Planning
Kansas
$335K +$11.2K +592 +3%
DTL
199
Dynamic Technology Lab
Singapore
$333K +$81.6K +4,309 +33%
ICAS
200
Investors Capital Advisory Services
Massachusetts
$324K – – –
6 7
8
9 10

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.