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Manulife Financial

427 hedge funds and large institutions have $13B invested in Manulife Financial in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 143 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $12B → $13B (+$963M)

1% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 142

0.35% less ownership

Funds ownership: 49.53%49.18% (-0.35%)

5% less funds holding

Funds holding: 448427 (-21)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

47% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $125M

Holders
427
Holders Change
-21
Holders Change %
-4.69%
% of All Funds
8.76%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.23%
New
39
Increased
143
Reduced
142
Closed
60
Calls
$66.7M
Puts
$125M
Net Calls
-$58.1M
Net Calls Change
-$45M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
176
Coastline Trust
Rhode Island
$737K +$2.9K +230 +0.4%
Creative Planning
177
Creative Planning
Kansas
$712K -$48.7K -3,866 -7%
Stifel Financial
178
Stifel Financial
Missouri
$677K +$160K +12,696 +34%
BCWM
179
Bartlett & Co Wealth Management
Ohio
$659K
BC
180
Bartlett & Co
Ohio
$659K
RWM
181
Ritholtz Wealth Management
New York
$646K +$455K +36,160 +320%
M&T Bank
182
M&T Bank
New York
$632K +$5.4K +429 +0.9%
WA
183
Wealth Alliance
New York
$632K +$199K +15,792 +52%
BHC
184
Bowen Hanes & Co
Florida
$627K -$421K -33,450 -42%
VOYA Investment Management
185
VOYA Investment Management
Georgia
$618K +$55.9K +4,441 +11%
Truist Financial
186
Truist Financial
North Carolina
$588K -$273K -21,677 -33%
HighTower Advisors
187
HighTower Advisors
Illinois
$557K +$931 +74 +0.2%
MC
188
Moors & Cabot
Massachusetts
$542K +$174K +13,788 +53%
OTPPB
189
Ontario Teachers' Pension Plan Board
Ontario, Canada
$534K
HSA
190
HBK Sorce Advisory
Pennsylvania
$529K +$84.9K +6,745 +21%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$521K +$70.2K +5,576 +17%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$509K +$18K +1,431 +4%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$487K -$80.8K -6,417 -15%
BF
194
BOK Financial
Oklahoma
$484K -$29.5K -2,343 -6%
GC
195
Grimes & Company
Massachusetts
$458K +$15.3K +1,213 +4%
LMAM
196
Legg Mason Asset Management
Japan
$451K
RMC
197
Resources Management Corp
Connecticut
$451K +$5.26K +418 +1%
AIM
198
Aigen Investment Management
New York
$447K +$413K +32,786 New
GIBU
199
Gulf International Bank (UK)
United Kingdom
$443K
SW
200
SVB Wealth
Massachusetts
$437K +$270K +21,449 +201%

MFC Hedge Fund Activity: Q2 2020 in Review

427 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2020, worth a combined $13B — up 8% from $12B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of MFC and 39 opened new positions — a net loss of 21 holders — while 142 trimmed existing stakes and 143 added.

The largest buyer was Royal Bank of Canada, adding an estimated $281M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $208M sold.

  • 427 institutional investors held Manulife Financial (MFC) as of Q2 2020, down from 448 in Q1 2020.
  • Funds reported $13B of Manulife Financial stock for Q2 2020, up 8% quarter-over-quarter.
  • 39 funds opened new Manulife Financial positions in Q2 2020 and 60 closed out, a net change of -21 holders.
  • The largest Manulife Financial buyer in Q2 2020 was Royal Bank of Canada, an estimated $281M added.
  • The largest Manulife Financial seller in Q2 2020 was Causeway Capital Management, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2020.