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Manulife Financial

319 hedge funds and large institutions have $17.2B invested in Manulife Financial in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $88.7M | Put options by funds: $28.7M

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

5% more funds holding

Funds holding: 303319 (+16)

0.53% less ownership

Funds ownership: 48.56%48.03% (-0.53%)

4% less capital invested

Capital invested by funds: $18B → $17.2B (-$721M)

10% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 102

Holders
319
Holders Change
+16
Holders Change %
+5.28%
% of All Funds
9.26%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.84%
New
35
Increased
92
Reduced
102
Closed
16
Calls
$88.7M
Puts
$28.7M
Net Calls
+$59.9M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.19B +$79.9M +3,972,842 +4%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.25B -$192M -9,531,735 -13%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.14B +$34M +1,690,399 +3%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.13B +$18M +892,700 +2%
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.11B +$6.29M +312,687 +0.5%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$941M +$21.9M +1,088,370 +2%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$675M +$4.42M +219,559 +0.6%
JFL
8
Jarislowsky, Fraser Ltd
Quebec, Canada
$632M +$26M +1,294,008 +4%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$582M -$1.53M -75,886 -0.3%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$567M -$167K -8,310 -0%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$541M -$1M -49,913 -0.2%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$470M +$98.6M +4,900,632 +25%
Canada Life
13
Canada Life
Manitoba, Canada
$444M +$13.8M +685,921 +3%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$394M -$24.2M -1,205,202 -6%
LBA
15
Letko, Brosseau & Associates
Quebec, Canada
$367M -$4.97M -246,821 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
16
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$344M +$54M +2,683,297 +18%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$335M -$182M -9,049,258 -34%
GCC
18
Guardian Capital (Canada)
Ontario, Canada
$304M +$8.13M +403,952 +3%
GMI
19
Greystone Managed Investments
Saskatchewan, Canada
$214M +$275K +13,658 +0.1%
Invesco
20
Invesco
Georgia
$203M -$28.1M -1,395,481 -12%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$184M +$8.66M +430,618 +5%
Mawer Investment Management
22
Mawer Investment Management
Alberta, Canada
$179M -$13.9K -692 -0%
TCM
23
Tetrem Capital Management
Manitoba, Canada
$172M +$3.83M +190,163 +2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$169M -$5.59M -277,673 -3%
Legal & General Group
25
Legal & General Group
United Kingdom
$144M +$4.02M +199,835 +3%

MFC Hedge Fund Activity: Q3 2014 in Review

319 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2014, worth a combined $17.2B — down 4% from $18B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MFC positions and 16 closed out — a net gain of 19 holders — while 92 added to existing stakes and 102 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $98.6M. The largest seller was Bank of Montreal, cutting an estimated $192M.

  • 319 institutional investors held Manulife Financial (MFC) as of Q3 2014, up from 303 in Q2 2014.
  • Funds reported $17.2B of Manulife Financial stock for Q3 2014, down 4% quarter-over-quarter.
  • 35 funds opened new Manulife Financial positions in Q3 2014 and 16 closed out, a net change of +19 holders.
  • The largest Manulife Financial buyer in Q3 2014 was 1832 Asset Management, an estimated $98.6M added.
  • The largest Manulife Financial seller in Q3 2014 was Bank of Montreal, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2014.