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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
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$323K -$420K -22,166 -57%
TI
202
Trexquant Investment
Connecticut
$320K +$318K +16,800 New
PG
203
PEAK6 Group
Illinois
$317K +$314K +16,603 New
William Blair & Company
204
William Blair & Company
Illinois
$312K +$10.6K +560 +4%
WTB
205
Washington Trust Bank
Washington
$311K – – –
ACA
206
Anchor Capital Advisors
Massachusetts
$310K -$36K -1,900 -10%
RBC
207
Ronald Blue & Co
Georgia
$299K -$10.7K -567 -3%
VNB
208
Valley National Bancorp
New York
$296K – – –
CB
209
Commerce Bank
Missouri
$293K +$4.37K +231 +2%
LNWWM
210
Laird Norton Wetherby Wealth Management
California
$293K +$25.7K +1,360 +10%
YIA
211
YHB Investment Advisors
Connecticut
$289K -$37.9K -2,000 -12%
CT
212
Coastline Trust
Rhode Island
$289K -$21K -1,110 -7%
Citadel Advisors
213
Citadel Advisors
Florida
$284K -$738K -39,003 -72%
MFS
214
MSI Financial Services
Massachusetts
$273K +$35.6K +1,882 +15%
GT
215
Glenmede Trust
Pennsylvania
$272K -$13.3K -701 -5%
V
216
Veritable
Delaware
$270K -$30.7K -1,623 -10%
KeyBank National Association
217
KeyBank National Association
Ohio
$268K -$27.6K -1,459 -9%
SLG
218
Stanley-Laman Group
Pennsylvania
$268K – – –
CAN
219
Cetera Advisor Networks
California
$266K +$22.1K +1,165 +9%
ANBT
220
American National Bank & Trust
Texas
$263K – – –
PNC
221
Park National Corp
Ohio
$259K -$4.47K -236 -2%
Nomura Asset Management
222
Nomura Asset Management
Japan
$254K – – –
GAM
223
Gotham Asset Management
New York
$253K +$56.3K +2,976 +29%
SF
224
Synovus Financial
Georgia
$251K – – –
WSTAM
225
Wilbanks Smith & Thomas Asset Management
Virginia
$248K +$246K +13,014 New
7 8
9
10 11

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.