Vault-13

MANULIFE FINL CORP MFC

COM · Common Stock · CUSIP 56501R106 · ISIN CA56501R1064

529 institutional holders +22 vs Q4 2022
844,961,828845.0m shares reported held*
$15.6bnreported value*
60 new 177 added 149 reduced 29 sold out net bought ≈ $401.4m (+20.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($411.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.53. Options: 19 managers hold calls ($159.2m notional), 15 hold puts ($408.5m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 499Q4 22: 507Q1 23: 529529Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022499
Q4 2022507
Q1 2023529

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 193 bought or addedQ4 22: 221 cut or sold outQ4 22Q1 23: 237 bought or addedQ1 23: 178 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022193221
Q1 2023237178

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200m$400m$600mQ3 22 calls: $197.7mQ3 22 puts: $449.6mQ3 22P/C 2.27Q4 22 calls: $199.8mQ4 22 puts: $499.3mQ4 22P/C 2.50Q1 23 calls: $159.2mQ1 23 puts: $408.5mQ1 23P/C 2.57
Numbers
QuarterCallsPutsP/C
Q3 2022$197.7m$449.6m2.27
Q4 2022$199.8m$499.3m2.50
Q1 2023$159.2m$408.5m2.57

Biggest buyers

LORD, ABBETT & CO. LLC Added +8,047,612+8.0m
CANADA PENSION PLAN INVESTMENT BOARD Added +7,163,100+7.2m
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Added +6,750,000+6.8m
BANK OF MONTREAL /CAN/ Added +4,636,072+4.6m
CIBC Asset Management Inc Added +4,436,064+4.4m
Public Sector Pension Investment Board Added +2,768,434+2.8m
BANK OF AMERICA CORP /DE/ Added +2,597,071+2.6m
TD Asset Management Inc Added +2,156,107+2.2m
Triasima Portfolio Management inc. New +1,840,085+1.8m
ACADIAN ASSET MANAGEMENT LLC Added +1,519,467+1.5m

Biggest sellers

ROYAL BANK OF CANADA Reduced -11,608,538-11.6m
Capital World Investors Reduced -5,163,200-5.2m
INTACT INVESTMENT MANAGEMENT INC. Reduced -2,930,770-2.9m
CIBC WORLD MARKET INC. Reduced -2,715,685-2.7m
TORONTO DOMINION BANK Reduced -1,653,298-1.7m
Alberta Investment Management Corp Reduced -1,423,603-1.4m
MACKENZIE FINANCIAL CORP Reduced -1,349,029-1.3m
Federation des caisses Desjardins du Quebec Reduced -1,081,293-1.1m
VANGUARD GROUP INC Reduced -917,896-917.9k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -792,086-792.1k

Biggest calls

CIBC WORLD MARKET INC. Reduced $37.7m2.1m shares
D. E. Shaw & Co., Inc. Added $25.3m1.4m shares
BANK OF AMERICA CORP /DE/ Added $22.0m1.2m shares
SIG North Trading, ULC Added $17.0m923.3k shares
Polar Asset Management Partners Inc. Added $12.8m700.0k shares
JANE STREET GROUP, LLC Added $9.3m507.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $7.7m420.5k shares
MILLENNIUM MANAGEMENT LLC Reduced $7.4m300.0k shares
BANK OF MONTREAL /CAN/ Reduced $7.3m400.0k shares
UBS Group AG Unchanged $5.5m300.0k shares

Biggest puts

ROYAL BANK OF CANADA Reduced $134.4m7.3m shares
CIBC WORLD MARKET INC. Reduced $120.4m6.6m shares
Polar Asset Management Partners Inc. New $50.4m2.8m shares
MILLENNIUM MANAGEMENT LLC Reduced $39.1m1.6m shares
SIG North Trading, ULC Reduced $26.0m1.4m shares
BANK OF MONTREAL /CAN/ Unchanged $21.1m1.1m shares
JANE STREET GROUP, LLC Added $8.5m465.0k shares
UBS Group AG Unchanged $5.5m300.0k shares
CITADEL ADVISORS LLC Added $1.7m95.3k shares
SIMPLEX TRADING, LLC Added $782.0k42.6k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2026-07-29 6.5% 108.3m≈ $4.4bn 2026-07-29

Insider purchases and sales in Q1 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.85% of their portfolio TORONTO, A6 153,758,011153.8m $2.8bn $2.8bn 0.85% Reduced -11.6m -11,608,538
2 BANK OF MONTREAL /CAN/ 0.54% of their portfolio TORONTO, A6 69,147,48069.1m $1.3bn $1.3bn 0.54% Added +4.6m +4,636,072
3 VANGUARD GROUP INC 0.03% of their portfolio Valley Forge, PA 69,052,70969.1m $1.3bn $1.3bn 0.03% Reduced -917.9k -917,896
4 TD Asset Management Inc 0.69% of their portfolio Toronto, A6 31,298,28231.3m $573.5m $573.5m 0.69% Added +2.2m +2,156,107
5 MACKENZIE FINANCIAL CORP 0.89% of their portfolio TORONTO ONTARIO, A6 31,215,82131.2m $572.8m $572.8m 0.89% Reduced -1.3m -1,349,029
6 NATIONAL BANK OF CANADA /FI/ 1.53% of their portfolio MONTREAL, A8 30,949,15630.9m $567.5m $567.5m 1.53% Added +951.5k +951,500
7 CIBC WORLD MARKET INC. 1.72% of their portfolio TORONTO, A6 25,865,33125.9m $474.6m $474.6m 1.72% Reduced -2.7m -2,715,685
8 BANK OF NOVA SCOTIA 1.36% of their portfolio TORONTO, A6 25,051,10625.1m $459.7m $459.7m 1.36% Reduced -434.4k -434,426
9 Beutel, Goodman & Co Ltd. 2.64% of their portfolio TORONTO, A6 24,517,15124.5m $449.3m $449.3m 2.64% Reduced -62.8k -62,770
10 NORGES BANK 0.10% of their portfolio OSLO, Q8 24,009,14124.0m $440.5m $440.5m 0.10% Added +1.2m +1,236,190
11 JARISLOWSKY, FRASER Ltd 2.64% of their portfolio MONTREAL, A8 23,376,29523.4m $428.4m $428.4m 2.64% Reduced -652.1k -652,131
12 CIBC Asset Management Inc 1.40% of their portfolio TORONTO, Z4 18,840,30518.8m $345.4m $345.4m 1.40% Added +4.4m +4,436,064
13 TORONTO DOMINION BANK 0.47% of their portfolio TORONTO, ONTARIO, A6 14,911,37014.9m $291.2m $291.2m 0.47% Reduced -1.7m -1,653,298
14 LETKO, BROSSEAU & ASSOCIATES INC 4.43% of their portfolio MONTREAL, A8 12,920,57612.9m $236.8m $236.8m 4.43% Reduced -599.2k -599,190
15 SCOTIA CAPITAL INC. 1.70% of their portfolio TORONTO, A6 12,681,39412.7m $232.4m $232.4m 1.70% Reduced -121.1k -121,074
16 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 11,435,44211.4m $210.0m $210.0m 0.06% Reduced -726.8k -726,766
17 Legal & General Group Plc 0.07% of their portfolio London, X0 10,159,08010.2m $186.2m $186.2m 0.07% Reduced -244.3k -244,273
18 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 9,710,5829.7m $178.3m $178.3m 0.02% Added +250.7k +250,714
19 CANADA PENSION PLAN INVESTMENT BOARD 0.27% of their portfolio TORONTO ONTARIO, A6 9,328,2509.3m $170.9m $170.9m 0.27% Added +7.2m +7,163,100
20 ACADIAN ASSET MANAGEMENT LLC 0.75% of their portfolio Boston, MA 9,309,6809.3m $170.6m $170.6m 0.75% Added +1.5m +1,519,467
21 Amundi 0.11% of their portfolio Paris, I0 9,061,3869.1m $206.5m $206.5m 0.11% Added +294.4k +294,393
22 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio Boston, MA 8,740,5078.7m $160.5m $160.5m 0.05% Reduced -792.1k -792,086
23 Harding Loevner LP 0.88% of their portfolio Bridgewater, NJ 8,382,6158.4m $153.9m $153.9m 0.88% Added +145.3k +145,317
24 LORD, ABBETT & CO. LLC 0.28% of their portfolio JERSEY CITY, NJ 8,323,3128.3m $152.8m $152.8m 0.28% Added +8.0m +8,047,612
25 Swiss National Bank 0.10% of their portfolio ZURICH, V8 7,565,2007.6m $138.6m $138.6m 0.10% Reduced -474.5k -474,500
26 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.77% of their portfolio TORONTO, A6 7,430,0007.4m $136.3m $136.3m 0.77% Added +6.8m +6,750,000
27 1832 Asset Management L.P. 0.27% of their portfolio TORONTO, A6 7,267,6507.3m $133.4m $133.4m 0.27% Reduced -231.4k -231,366
28 TD Waterhouse Canada Inc. 1.82% of their portfolio TORONTO, A6 7,098,5837.1m $175.6m $175.6m 1.82% Added +128.6k +128,609
29 GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BOSTON, MA 6,372,4616.4m $117.8m $117.8m 0.02% Added +182.2k +182,198
30 Federation des caisses Desjardins du Quebec 1.28% of their portfolio LEVIS, A8 6,267,6036.3m $116.4m $116.4m 1.28% Reduced -1.1m -1,081,293
31 Capital World Investors 0.02% of their portfolio LOS ANGELES, CA 6,187,5666.2m $113.5m $113.5m 0.02% Reduced -5.2m -5,163,200
32 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 6,064,4226.1m $111.3m $111.3m 0.04% Added +243.9k +243,880
33 Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio CHIYODA-KU, TOKYO, M0 5,843,4185.8m $107.2m $107.2m 0.08% Added +343.1k +343,132
34 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 5,504,3975.5m $101.1m $101.1m 0.01% Added +2.6m +2,597,071
35 Cardinal Capital Management, Inc. 5.46% of their portfolio WINNIPEG, A2 5,480,2955.5m $100.5m $100.5m 5.46% Added +9.5k +9,548
36 Allianz Asset Management GmbH 0.20% of their portfolio MUNICH, 2M 5,282,1965.3m $96.8m $96.8m 0.20% Added +1.4m +1,393,347
37 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,273,1365.3m $96.8m $96.8m 0.01% Reduced -212.8k -212,828
38 Connor, Clark & Lunn Investment Management Ltd. 0.51% of their portfolio VANCOUVER, A1 5,171,2565.2m $94.9m $94.9m 0.51% Added +461.1k +461,102
39 AustralianSuper Pty Ltd 0.61% of their portfolio MELBOURNE, C3 4,841,4874.8m $88.8m $88.8m 0.61% Added +33.1k +33,116
40 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 4,154,0584.2m $76.3m $76.3m 0.02% Reduced -222.0k -222,028
41 HSBC HOLDINGS PLC 0.09% of their portfolio LONDON, X0 3,991,8744.0m $73.3m $73.3m 0.09% Reduced -298.9k -298,876
42 Alberta Investment Management Corp 0.69% of their portfolio EDMONTON, A0 3,885,3733.9m $71.2m $71.2m 0.69% Reduced -1.4m -1,423,603
43 M&G INVESTMENT MANAGEMENT LTD 0.47% of their portfolio London, X0 3,714,6793.7m $66.9m $66.9m 0.47% Reduced -303.2k -303,170
44 Public Sector Pension Investment Board 0.45% of their portfolio MONTREAL, A8 3,254,7403.3m $59.6m $59.6m 0.45% Added +2.8m +2,768,434
45 GUARDIAN CAPITAL LP 1.86% of their portfolio TORONTO, A6 3,177,4713.2m $58.2m $58.2m 1.86% Reduced -109.3k -109,316
46 FRANKLIN RESOURCES INC 0.03% of their portfolio San Mateo, CA 3,107,8643.1m $57.0m $57.0m 0.03% Reduced -602.4k -602,357
47 CANADA LIFE ASSURANCE Co 0.13% of their portfolio WINNIPEG, A2 2,954,0103.0m $54.2m $54.2m 0.13% Added +345.1k +345,071
48 CREDIT SUISSE AG/ 0.05% of their portfolio ZURICH, V8 2,762,4222.8m $50.7m $50.7m 0.05% Reduced -31.2k -31,165
49 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,695,9562.7m $49.5m $49.5m 0.01% Added +249.0k +249,010
50 FIL Ltd 0.06% of their portfolio HAMILTON, D0 2,648,5322.6m $48.6m $48.6m 0.06% Added +633.4k +633,420
51 DEUTSCHE BANK AG\ 0.03% of their portfolio FRANKFURT AM MAIN, 2M 2,592,9092.6m $47.6m $47.6m 0.03% Added +78.9k +78,948
52 Korea Investment CORP 0.13% of their portfolio SEOUL, M5 2,462,0562.5m $45.1m $45.1m 0.13% Added +178.5k +178,504
53 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,437,1202.4m $44.7m $44.7m 0.01% Reduced -49.7k -49,654
54 DekaBank Deutsche Girozentrale 0.10% of their portfolio FRANKFURT, 2M 2,261,9002.3m $40.6m $40.6m 0.10% Added +715.8k +715,778
55 Grantham, Mayo, Van Otterloo & Co. LLC 0.21% of their portfolio Boston, MA 2,223,3002.2m $40.8m $40.8m 0.21% Reduced -37.7k -37,700
56 Galibier Capital Management Ltd. 9.05% of their portfolio TORONTO, A6 2,088,0652.1m $38.3m $38.3m 9.05% Reduced -484.3k -484,300
57 CIDEL ASSET MANAGEMENT INC 1.74% of their portfolio TORONTO, A6 2,067,4272.1m $37.9m $37.9m 1.74% Added +432.3k +432,281
58 PICTET ASSET MANAGEMENT SA 0.05% of their portfolio GENEVA 73, V8 1,997,5332.0m $36.6m $36.6m 0.05% Added +243.5k +243,463
59 Triasima Portfolio Management inc. 2.79% of their portfolio MONTREAL, A8 1,840,0851.8m $33.7m $33.7m 2.79% New
60 Onex Canada Asset Management Inc. 1.83% of their portfolio TORONTO, A6 1,833,9341.8m $33.6m $33.6m 1.83% Reduced -139.0k -138,981
61 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio Toronto, A6 1,804,0611.8m $33.1m $33.1m 0.02% Added +51.1k +51,132
62 RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio NEW YORK, NY 1,765,6141.8m $32.4m $32.4m 0.04% Added +715.2k +715,190
63 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3.69% of their portfolio MISSISSAUGA, A6 1,730,8851.7m $31.7m $31.7m 3.69% Reduced -60.3k -60,301
64 INTACT INVESTMENT MANAGEMENT INC. 1.29% of their portfolio MONTREAL, A8 1,710,8501.7m $31.4m $31.4m 1.29% Reduced -2.9m -2,930,770
65 Addenda Capital Inc. 1.63% of their portfolio MONTREAL, A8 1,602,0571.6m $39.7m $39.7m 1.63% Reduced -140.9k -140,919
66 Skandinaviska Enskilda Banken AB (publ) 0.20% of their portfolio STOCKHOLM, V7 1,601,1741.6m $29.3m $29.3m 0.20% Added +706.6k +706,622
67 BlackRock Inc. 0.00% of their portfolio New York, NY 1,594,4231.6m $29.3m $29.3m 0.00% Added +424.2k +424,193
68 Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% of their portfolio ZURICH, V8 1,533,2791.5m $28.1m $28.1m 0.14% Added +645.3k +645,321
69 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,524,5711.5m $28.0m $28.0m 0.01% Reduced -23.3k -23,277
70 Scheer, Rowlett & Associates Investment Management Ltd. 2.19% of their portfolio TORONTO, A6 1,442,0701.4m $26.5m $26.5m 2.19% Added +34.6k +34,634
71 MARSHALL WACE, LLP 0.05% of their portfolio LONDON, X0 1,209,0051.2m $22.2m $22.2m 0.05% New
72 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 1,165,2901.2m $21.4m $21.4m 0.02% Added +36.3k +36,327
73 Man Group plc 0.08% of their portfolio LONDON, X0 1,161,9201.2m $21.3m $21.3m 0.08% New
74 Russell Investments Group, Ltd. 0.04% of their portfolio Seattle, WA 1,114,6281.1m $20.4m $20.4m 0.04% Added +182.9k +182,864
75 Heathbridge Capital Management Ltd. 8.59% of their portfolio TORONTO, A6 1,112,6001.1m $20.4m $20.4m 8.59% Reduced -67.2k -67,250
76 Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio TOKYO, M0 1,105,4111.1m $20.3m $20.3m 0.05% Reduced -3.7k -3,684
77 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 1,094,2991.1m $20.0m $20.0m 0.02% Reduced -95.2k -95,210
78 PRUDENTIAL PLC 0.23% of their portfolio LONDON, X0 1,089,5571.1m $20.0m $20.0m 0.23% Added +52.7k +52,652
79 Hillsdale Investment Management Inc. 1.67% of their portfolio Toronto, A6 1,064,7501.1m $19.5m $19.5m 1.67% Added +505.1k +505,100
80 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.30% of their portfolio Stamford, CT 1,028,1641.0m $18.9m $18.9m 0.30% Reduced -26.6k -26,596
81 Mn Services Vermogensbeheer B.V. 0.18% of their portfolio THE HAGUE, P7 957,037957.0k $17.5m $17.5m 0.18% Added +29.4k +29,400
82 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio JUPITER, FL 956,767956.8k $17.6m $17.6m 0.09% Reduced -79.5k -79,520
83 FORSTA AP-FONDEN 0.20% of their portfolio STOCKHOLM, V7 906,400906.4k $16.6m $16.6m 0.20% Reduced -60.7k -60,700
84 Lombard Odier Asset Management (Switzerland) SA 2.65% of their portfolio PETIT-LANCY, V8 906,314906.3k $30.3m $30.3m 2.65% Reduced -298.0k -297,956
85 FMR LLC 0.00% of their portfolio BOSTON, MA 891,810891.8k $16.4m $16.4m 0.00% Added +480.6k +480,611
86 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio BOSTON, MA 884,350884.4k $16.2m $16.2m 0.02% Added +642.0k +642,042
87 Achmea Investment Management B.V. 0.44% of their portfolio ZEIST, P7 828,722828.7k $15.2m $15.2m 0.44% Added +577.4k +577,403
88 UBS Group AG 0.01% of their portfolio ZURICH, V8 810,692810.7k $14.9m $14.9m 0.01% Reduced -199.0k -198,953
89 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 802,151802.2k $14.7m $14.7m 0.03% Reduced -53.7k -53,705
90 BANK OF NOVA SCOTIA TRUST CO 1.59% of their portfolio TORONTO, A6 788,403788.4k $14.5m $14.5m 1.59% Added +12.6k +12,553
91 WADE G W & INC 0.51% of their portfolio Wellesley, MA 723,758723.8k $13.3m $13.3m 0.51% Added +14.5k +14,504
92 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 650,343650.3k $11.9m $11.9m 0.01% Reduced -31.5k -31,466
93 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 638,040638.0k $11.7m $11.7m 0.02% Added +614.4k +614,440
94 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 634,313634.3k $11.6m $11.6m 0.02% Reduced -75.0k -75,006
95 USS Investment Management Ltd 0.16% of their portfolio London, X0 621,852621.9k $11.4m $11.4m 0.16% Unchanged
96 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 600,131600.1k $11.0m $11.0m 0.05% Added +29.9k +29,850
97 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 594,010594.0k $10.9m $10.9m 0.03% Reduced -8.2k -8,185
98 AXA S.A. 0.04% of their portfolio PARIS, I0 592,071592.1k $10.9m $10.9m 0.04% Added +208.9k +208,920
99 DORCHESTER WEALTH MANAGEMENT Co 1.95% of their portfolio MONTREAL, A8 520,256520.3k $9.5m $9.5m 1.95% Added +10.0k +9,955
100 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio FRANKFURT AM MAIN, 2M 496,504496.5k $9.1m $9.1m 0.02% Added +563 +563