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Manulife Financial

496 hedge funds and large institutions have $13.7B invested in Manulife Financial in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 52

7% more funds holding

Funds holding: 464496 (+32)

0.97% more ownership

Funds ownership: 47.74%48.71% (+0.97%)

0% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 145

20% less capital invested

Capital invested by funds: $17B → $13.7B (-$3.31B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

52% less call options, than puts

Call options by funds: $24.9M | Put options by funds: $52M

Holders
496
Holders Change
+32
Holders Change %
+6.9%
% of All Funds
11.05%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.31%
New
88
Increased
145
Reduced
145
Closed
52
Calls
$24.9M
Puts
$52M
Net Calls
-$27.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
AlphaCrest Capital Management
New York
$950K +$1.06M +66,917 New
AAMU
177
AEGON Asset Management (UK)
United Kingdom
$918K
SCM
178
Stevens Capital Management
Pennsylvania
$911K +$311K +19,601 +44%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$906K -$38.2K -2,412 -4%
Verition Fund Management
180
Verition Fund Management
Connecticut
$882K +$277K +17,489 +39%
HI
181
HBK Investments
Texas
$869K +$561K +35,403 +137%
Creative Planning
182
Creative Planning
Kansas
$845K -$34K -2,142 -3%
CA
183
Commerzbank Aktiengesellschaft
Germany
$804K +$60.6K +3,821 +7%
CT
184
Coastline Trust
Rhode Island
$782K -$384K -24,230 -31%
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$776K +$378K +23,818 +78%
MCM
186
Mork Capital Management
California
$762K +$851K +53,700 New
Millennium Management
187
Millennium Management
New York
$737K -$2.63M -165,754 -76%
M&T Bank
188
M&T Bank
New York
$698K -$95K -5,989 -11%
LPL Financial
189
LPL Financial
California
$673K +$67K +4,224 +10%
ZIG
190
Zurich Insurance Group
Switzerland
$670K +$14.3K +905 +2%
QSS
191
Quantitative Systematic Strategies
Florida
$666K +$135K +8,509 +22%
BC
192
Bartlett & Co
Ohio
$660K
BCWM
193
Bartlett & Co Wealth Management
Ohio
$660K
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
$651K +$728K +45,901 New
BCM
195
Bayesian Capital Management
New York
$650K +$227K +14,300 +45%
GCA
196
Gideon Capital Advisors
New York
$630K +$704K +44,399 New
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$628K +$79K +4,983 +13%
Stifel Financial
198
Stifel Financial
Missouri
$607K +$84.9K +5,355 +14%
QT
199
Quantbot Technologies
New York
$590K +$660K +41,600 New
BF
200
BOK Financial
Oklahoma
$580K -$13.6K -856 -2%

MFC Hedge Fund Activity: Q4 2018 in Review

496 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2018, worth a combined $13.7B — down 20% from $17B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 52 closed out — a net gain of 36 holders — while 145 added to existing stakes and 145 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $262M. The largest seller was Royal Bank of Canada, cutting an estimated $97.3M.

  • 496 institutional investors held Manulife Financial (MFC) as of Q4 2018, up from 464 in Q3 2018.
  • Funds reported $13.7B of Manulife Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q4 2018 and 52 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q4 2018 was EdgePoint Investment Group, an estimated $262M added.
  • The largest Manulife Financial seller in Q4 2018 was Royal Bank of Canada, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2018.