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Manulife Financial

540 hedge funds and large institutions have $15.8B invested in Manulife Financial in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

8% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 169

1% more funds holding

Funds holding: 537540 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.05% less ownership

Funds ownership: 46.66%46.62% (-0.05%)

4% less capital invested

Capital invested by funds: $16.5B → $15.8B (-$705M)

53% less call options, than puts

Call options by funds: $175M | Put options by funds: $371M

Holders
540
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
8.57%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
183
Reduced
169
Closed
43
Calls
$175M
Puts
$371M
Net Calls
-$197M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.94B -$7.89M -417,444 -0.3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.35B +$58.1M +3,075,813 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.31B +$20.5M +1,086,776 +2%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$538M -$28.5M -1,508,060 -5%
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$523M -$21.1M -1,118,355 -4%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$514M -$48.4M -2,559,976 -8%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$456M +$4.2M +222,100 +0.9%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$438M -$46.7M -2,472,162 -9%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$432M -$18.2M -964,309 -4%
Norges Bank
10
Norges Bank
Norway
$424M +$3.87M +204,758 +0.9%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$397M -$7.64M -404,189 -2%
Amundi
12
Amundi
France
$273M +$37M +1,956,709 +19%
CIBC Asset Management
13
CIBC Asset Management
Ontario, Canada
$257M -$38.8M -2,051,864 -13%
SC
14
Scotia Capital
Ontario, Canada
$231M -$4.17M -220,481 -2%
LBA
15
Letko, Brosseau & Associates
Quebec, Canada
$226M -$4.47M -236,292 -2%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$212M -$18.7M -990,152 -8%
Legal & General Group
17
Legal & General Group
United Kingdom
$204M +$8.44M +446,444 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$195M +$14.7M +775,135 +8%
Wells Fargo
19
Wells Fargo
California
$195M -$6.19M -327,457 -3%
HL
20
Harding Loevner
New Jersey
$188M -$1.84M -97,543 -0.9%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$175M +$46M +2,435,189 +34%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$173M +$1.95M +102,975 +1%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$173M +$2.25M +119,192 +1%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$136M +$91.5M +4,839,958 +187%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$126M +$4.29M +226,929 +3%

MFC Hedge Fund Activity: Q3 2023 in Review

540 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2023, worth a combined $15.8B — down 4.3% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new MFC positions and 43 closed out — a net gain of 12 holders — while 183 added to existing stakes and 169 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $91.5M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $146M sold.

  • 540 institutional investors held Manulife Financial (MFC) as of Q3 2023, up from 537 in Q2 2023.
  • Funds reported $15.8B of Manulife Financial stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 55 funds opened new Manulife Financial positions in Q3 2023 and 43 closed out, a net change of +12 holders.
  • The largest Manulife Financial buyer in Q3 2023 was Arrowstreet Capital, an estimated $91.5M added.
  • The largest Manulife Financial seller in Q3 2023 was MUFG Securities EMEA, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2023.