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Manulife Financial

453 hedge funds and large institutions have $19.5B invested in Manulife Financial in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 135 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 32

26% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $40.1M

22% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 111

11% more funds holding

Funds holding: 407453 (+46)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

2% more capital invested

Capital invested by funds: $19.2B → $19.5B (+$308M)

0.64% less ownership

Funds ownership: 47.64%47% (-0.64%)

Holders
453
Holders Change
+46
Holders Change %
+11.3%
% of All Funds
10.27%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.59%
New
80
Increased
135
Reduced
111
Closed
32
Calls
$50.5M
Puts
$40.1M
Net Calls
+$10.3M
Net Calls Change
+$7.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.41B -$22.1M -1,065,346 -0.9%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.49B -$119M -5,727,415 -7%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.18B -$66.9M -3,217,917 -5%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.03B +$752M +36,162,505 +270%
Vanguard Group
5
Vanguard Group
Pennsylvania
$978M +$33.8M +1,624,373 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$765M -$9.39M -451,698 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$724M -$380M -18,274,797 -35%
JFL
8
Jarislowsky, Fraser Ltd
Quebec, Canada
$712M -$7.56M -363,619 -1%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$556M -$21.1M -1,013,565 -4%
CCM
10
Causeway Capital Management
California
$514M +$17.6M +846,282 +4%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$473M +$1.67M +80,120 +0.4%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$455M -$82.8K -3,986 -0%
Canada Life
13
Canada Life
Manitoba, Canada
$439M +$1.89M +91,022 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$378M +$21M +1,011,196 +6%
LBA
15
Letko, Brosseau & Associates
Quebec, Canada
$374M -$7.51M -361,221 -2%
Wells Fargo
16
Wells Fargo
California
$282M -$855K -41,136 -0.3%
GCC
17
Guardian Capital (Canada)
Ontario, Canada
$270M -$18.7M -899,387 -7%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$267M +$34.3M +1,650,932 +15%
JP Morgan Chase
19
JP Morgan Chase
New York
$253M +$54.4M +2,616,518 +28%
Norges Bank
20
Norges Bank
Norway
$221M +$31.1M +1,497,591 +17%
Mawer Investment Management
21
Mawer Investment Management
Alberta, Canada
$217M -$7.03M -338,371 -3%
SC
22
Scotia Capital
Ontario, Canada
$210M +$15.9M +764,012 +8%
Legal & General Group
23
Legal & General Group
United Kingdom
$181M -$8.18M -393,835 -4%
UIM
24
USS Investment Management
United Kingdom
$163M
BGC
25
Beutel, Goodman & Co
Ontario, Canada
$162M -$1.13M -54,160 -0.7%

MFC Hedge Fund Activity: Q4 2017 in Review

453 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2017, worth a combined $19.5B — up 1.6% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new MFC positions and 32 closed out — a net gain of 48 holders — while 135 added to existing stakes and 111 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $752M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $380M.

  • 453 institutional investors held Manulife Financial (MFC) as of Q4 2017, up from 407 in Q3 2017.
  • Funds reported $19.5B of Manulife Financial stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 80 funds opened new Manulife Financial positions in Q4 2017 and 32 closed out, a net change of +48 holders.
  • The largest Manulife Financial buyer in Q4 2017 was Mackenzie Financial, an estimated $752M added.
  • The largest Manulife Financial seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $380M sold.

Based on aggregated 13F filings for Q4 2017.