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Manulife Financial

527 hedge funds and large institutions have $15.9B invested in Manulife Financial in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 149

6% more capital invested

Capital invested by funds: $15B → $15.9B (+$886M)

4% more funds holding

Funds holding: 506527 (+21)

1.57% more ownership

Funds ownership: 44.7%46.27% (+1.6%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

61% less call options, than puts

Call options by funds: $177M | Put options by funds: $448M

Holders
527
Holders Change
+21
Holders Change %
+4.15%
% of All Funds
8.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
65
Increased
177
Reduced
149
Closed
29
Calls
$177M
Puts
$448M
Net Calls
-$271M
Net Calls Change
+$97M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.82B -$221M -11,608,538 -7%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.27B +$88.2M +4,636,072 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.27B -$17.5M -917,896 -1%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$574M +$41M +2,156,107 +7%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$573M -$25.7M -1,349,029 -4%
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$567M +$18.1M +951,500 +3%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$475M -$51.6M -2,715,685 -10%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$460M -$8.26M -434,426 -2%
BGC
9
Beutel, Goodman & Co
Ontario, Canada
$449M -$1.19M -62,770 -0.3%
Norges Bank
10
Norges Bank
Norway
$441M +$23.5M +1,236,190 +5%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$428M -$12.4M -652,131 -3%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$345M +$84.4M +4,436,064 +31%
LBA
13
Letko, Brosseau & Associates
Quebec, Canada
$237M -$11.4M -599,190 -4%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$235M +$7.07M +372,002 +3%
SC
15
Scotia Capital
Ontario, Canada
$232M -$2.3M -121,074 -0.9%
Wells Fargo
16
Wells Fargo
California
$210M -$13.8M -726,766 -6%
Amundi
17
Amundi
France
$207M +$5.6M +294,393 +3%
Legal & General Group
18
Legal & General Group
United Kingdom
$186M -$4.65M -244,273 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$178M +$4.77M +250,714 +3%
TWC
20
TD Waterhouse Canada
Ontario, Canada
$176M +$2.45M +128,609 +2%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$171M +$136M +7,163,100 +331%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$171M +$28.9M +1,519,467 +20%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$160M -$15.1M -792,086 -8%
HL
24
Harding Loevner
New Jersey
$154M +$2.76M +145,317 +2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$139M -$9.02M -474,500 -6%

MFC Hedge Fund Activity: Q1 2023 in Review

527 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2023, worth a combined $15.9B — up 5.9% from $15B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MFC positions and 29 closed out — a net gain of 36 holders — while 177 added to existing stakes and 149 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $136M. The largest seller was Royal Bank of Canada, cutting an estimated $221M.

  • 527 institutional investors held Manulife Financial (MFC) as of Q1 2023, up from 506 in Q4 2022.
  • Funds reported $15.9B of Manulife Financial stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 65 funds opened new Manulife Financial positions in Q1 2023 and 29 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q1 2023 was Canada Pension Plan Investment Board, an estimated $136M added.
  • The largest Manulife Financial seller in Q1 2023 was Royal Bank of Canada, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2023.