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Manulife Financial

407 hedge funds and large institutions have $19.2B invested in Manulife Financial in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 96 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 28

47% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 96

9% more capital invested

Capital invested by funds: $17.5B → $19.2B (+$1.6B)

6% more funds holding

Funds holding: 384407 (+23)

7% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $41.3M

0.55% more ownership

Funds ownership: 47.09%47.64% (+0.55%)

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

Holders
407
Holders Change
+23
Holders Change %
+5.99%
% of All Funds
10.15%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.62%
New
55
Increased
141
Reduced
96
Closed
28
Calls
$44.1M
Puts
$41.3M
Net Calls
+$2.73M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.37B +$19.3M +969,647 +0.8%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.56B +$40.8M +2,053,150 +3%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.21B +$18.4M +927,841 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.07B +$3.03M +152,541 +0.3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$918M +$24.1M +1,215,057 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$753M +$255M +12,834,947 +53%
IGIM
7
I.G. Investment Management
Manitoba, Canada
$716M +$1.37M +68,725 +0.2%
JFL
8
Jarislowsky, Fraser Ltd
Quebec, Canada
$696M +$1.85M +93,166 +0.3%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$561M -$47.4M -2,385,571 -8%
CCM
10
Causeway Capital Management
California
$483M +$42.6M +2,143,208 +10%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$455M +$8.5M +427,684 +2%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$431M -$20.8M -1,046,816 -5%
Canada Life
13
Canada Life
Manitoba, Canada
$425M +$29.1M +1,463,511 +7%
LBA
14
Letko, Brosseau & Associates
Quebec, Canada
$369M -$6.86M -344,990 -2%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$345M -$30.6M -1,537,632 -8%
GCC
16
Guardian Capital (Canada)
Ontario, Canada
$278M -$4.32M -217,163 -2%
Wells Fargo
17
Wells Fargo
California
$276M +$564K +28,355 +0.2%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$272M -$4.63M -232,791 -2%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$226M -$60.1M -3,024,072 -21%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$218M +$7.3M +367,415 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$193M +$71.8M +3,610,444 +61%
SC
22
Scotia Capital
Ontario, Canada
$189M +$25.6M +1,288,279 +16%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$184M -$14.6M -735,117 -8%
Norges Bank
24
Norges Bank
Norway
$183M -$13.2M -666,020 -7%
Legal & General Group
25
Legal & General Group
United Kingdom
$183M +$622K +31,309 +0.3%

MFC Hedge Fund Activity: Q3 2017 in Review

407 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2017, worth a combined $19.2B — up 9.1% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MFC positions and 28 closed out — a net gain of 27 holders — while 141 added to existing stakes and 96 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $255M. The largest seller was Toronto Dominion Bank, cutting an estimated $96.1M.

  • 407 institutional investors held Manulife Financial (MFC) as of Q3 2017, up from 384 in Q2 2017.
  • Funds reported $19.2B of Manulife Financial stock for Q3 2017, up 9.1% quarter-over-quarter.
  • 55 funds opened new Manulife Financial positions in Q3 2017 and 28 closed out, a net change of +27 holders.
  • The largest Manulife Financial buyer in Q3 2017 was Fidelity Investments, an estimated $255M added.
  • The largest Manulife Financial seller in Q3 2017 was Toronto Dominion Bank, an estimated $96.1M sold.

Based on aggregated 13F filings for Q3 2017.