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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.25B +$281M +22,306,500 +16%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.06B +$2.4M +190,942 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$804M -$15M -1,195,465 -2%
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$601M +$16.5M +1,309,649 +3%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$582M -$41.2M -3,272,437 -7%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$486M -$12.5M -996,881 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$481M +$13.8M +1,100,000 +3%
EIG
8
EdgePoint Investment Group
Ontario, Canada
$352M +$31M +2,466,548 +11%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$344M -$13.9M -1,103,384 -4%
Canada Life
10
Canada Life
Manitoba, Canada
$326M +$13.8M +1,099,726 +5%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$308M -$22M -1,751,563 -7%
Fidelity International
12
Fidelity International
Bermuda
$287M -$42.8M -3,403,803 -14%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$285M -$9.27M -736,353 -3%
LBA
14
Letko, Brosseau & Associates
Quebec, Canada
$251M -$17.3M -1,372,118 -7%
Norges Bank
15
Norges Bank
Norway
$205M -$2.97M -235,758 -2%
Wells Fargo
16
Wells Fargo
California
$174M +$18.4M +1,462,552 +13%
Toronto Dominion Bank
17
Toronto Dominion Bank
Ontario, Canada
$171M +$43.4M +3,444,791 +42%
SC
18
Scotia Capital
Ontario, Canada
$167M +$11.8M +938,915 +9%
BGC
19
Beutel, Goodman & Co
Ontario, Canada
$158M -$7.54M -598,833 -5%
CIBC Asset Management
20
CIBC Asset Management
Ontario, Canada
$129M +$19.2M +1,525,088 +19%
Legal & General Group
21
Legal & General Group
United Kingdom
$129M +$3.17M +251,705 +3%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$127M +$10.4M +825,862 +10%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$123M +$16.4M +1,300,988 +17%
AII
24
AGF Investments Inc
Ontario, Canada
$114M +$23.8M +1,892,959 +29%
Swiss National Bank
25
Swiss National Bank
Switzerland
$112M +$8.1M +643,700 +8%

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.