Vault-13

MANULIFE FINL CORP MFC

COM · Common Stock · CUSIP 56501R106 · ISIN CA56501R1064

633 institutional holders +38 vs Q4 2023
899,160,811899.2m shares reported held*
$22.5bnreported value*
77 new 201 added 197 reduced 40 sold out net bought ≈ $953.4m (+37.9m 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 ($535.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.13. Options: 20 managers hold calls ($232.8m notional), 16 hold puts ($420.1m).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 499Q4 22: 507Q1 23: 529Q2 23: 538Q3 23: 542Q4 23: 595Q1 24: 633633Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022499
Q4 2022507
Q1 2023529
Q2 2023538
Q3 2023542
Q4 2023595
Q1 2024633

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 23Q2 23: 243 bought or addedQ2 23: 201 cut or sold outQ2 23Q3 23: 234 bought or addedQ3 23: 211 cut or sold outQ3 23Q4 23: 244 bought or addedQ4 23: 213 cut or sold outQ4 23Q1 24: 278 bought or addedQ1 24: 237 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022193221
Q1 2023237178
Q2 2023243201
Q3 2023234211
Q4 2023244213
Q1 2024278237

Calls vs puts

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

CallsPuts
$0$200m$400m$600mQ2 23 calls: $184.4mQ2 23 puts: $370.1mQ2 23P/C 2.01Q3 23 calls: $161.7mQ3 23 puts: $339.5mQ3 23P/C 2.10Q4 23 calls: $225.3mQ4 23 puts: $405.8mQ4 23P/C 1.80Q1 24 calls: $232.8mQ1 24 puts: $420.1mQ1 24P/C 1.80
Numbers
QuarterCallsPutsP/C
Q2 2023$184.4m$370.1m2.01
Q3 2023$161.7m$339.5m2.10
Q4 2023$225.3m$405.8m1.80
Q1 2024$232.8m$420.1m1.80

Biggest buyers

MORGAN STANLEY Added +12,858,476+12.9m
ROYAL BANK OF CANADA Added +9,892,773+9.9m
TORONTO DOMINION BANK Added +8,548,114+8.5m
1832 Asset Management L.P. Added +7,456,712+7.5m
GOLDMAN SACHS GROUP INC Added +5,843,085+5.8m
FIL Ltd Added +5,827,061+5.8m
Connor, Clark & Lunn Investment Management Ltd. Added +5,338,942+5.3m
NATIONAL BANK OF CANADA /FI/ Added +3,720,693+3.7m
CIBC Asset Management Inc Added +3,493,268+3.5m
Man Group plc Added +1,364,091+1.4m

Biggest sellers

Harding Loevner LP Reduced -8,814,008-8.8m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -3,342,879-3.3m
CIBC WORLD MARKET INC. Reduced -2,945,159-2.9m
TD Asset Management Inc Reduced -2,467,967-2.5m
Allianz Asset Management GmbH Reduced -2,397,649-2.4m
Amundi Reduced -1,780,060-1.8m
Beutel, Goodman & Co Ltd. Reduced -1,722,046-1.7m
CIDEL ASSET MANAGEMENT INC Reduced -1,615,440-1.6m
SCOTIA CAPITAL INC. Reduced -1,181,631-1.2m
RENAISSANCE TECHNOLOGIES LLC Reduced -1,169,224-1.2m

Biggest calls

JANE STREET GROUP, LLC Added $37.1m1.5m shares
D. E. Shaw & Co., Inc. Reduced $35.0m1.4m shares
CIBC WORLD MARKET INC. Reduced $32.8m1.3m shares
BANK OF AMERICA CORP /DE/ Reduced $26.2m1.1m shares
BANK OF MONTREAL /CAN/ Unchanged $23.9m966.8k shares
MILLENNIUM MANAGEMENT LLC Reduced $20.3m601.2k shares
ROYAL BANK OF CANADA Reduced $17.6m705.5k shares
SIG North Trading, ULC First filing $11.0m438.8k shares
UBS Group AG Unchanged $7.5m300.0k shares
CITADEL ADVISORS LLC Added $6.5m260.0k shares

Biggest puts

ROYAL BANK OF CANADA Added $144.3m5.8m shares
JANE STREET GROUP, LLC Added $94.5m3.8m shares
CIBC WORLD MARKET INC. Reduced $60.2m2.4m shares
MILLENNIUM MANAGEMENT LLC Reduced $47.4m1.4m shares
D. E. Shaw & Co., Inc. Unchanged $27.5m1.1m shares
SIG North Trading, ULC First filing $23.0m919.0k shares
BANK OF MONTREAL /CAN/ Reduced $9.9m400.0k shares
UBS Group AG Unchanged $7.5m300.0k shares
BANK OF AMERICA CORP /DE/ Unchanged $3.7m150.0k shares
CITADEL ADVISORS LLC Reduced $589.8k23.6k 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 2024

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 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.97% of their portfolio TORONTO, A6 158,684,697158.7m $4.0bn $4.0bn 0.97% Added +9.9m +9,892,773
2 VANGUARD GROUP INC 0.04% of their portfolio Valley Forge, PA 72,289,25172.3m $1.8bn $1.8bn 0.04% Added +727.8k +727,764
3 BANK OF MONTREAL /CAN/ 0.53% of their portfolio TORONTO, A6 68,138,33168.1m $1.7bn $1.7bn 0.53% Added +1.1m +1,112,735
4 TD Asset Management Inc 0.80% of their portfolio Toronto, A6 34,598,45134.6m $864.9m $864.9m 0.80% Reduced -2.5m -2,467,967
5 NATIONAL BANK OF CANADA /FI/ 1.29% of their portfolio MONTREAL, A8 28,803,96828.8m $749.4m $749.4m 1.29% Added +3.7m +3,720,693
6 MACKENZIE FINANCIAL CORP 0.96% of their portfolio TORONTO ONTARIO, A6 26,508,01126.5m $662.3m $662.3m 0.96% Reduced -1.1m -1,096,368
7 CIBC WORLD MARKET INC. 1.56% of their portfolio TORONTO, A6 24,314,93024.3m $607.6m $607.6m 1.56% Reduced -2.9m -2,945,159
8 CIBC Asset Management Inc 2.10% of their portfolio TORONTO, Z4 24,203,45424.2m $604.6m $604.6m 2.10% Added +3.5m +3,493,268
9 TORONTO DOMINION BANK 0.91% of their portfolio TORONTO, ONTARIO, A6 23,307,08123.3m $582.4m $582.4m 0.91% Added +8.5m +8,548,114
10 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 23,300,55023.3m $582.3m $582.3m 0.02% Added +12.9m +12,858,476
11 Beutel, Goodman & Co Ltd. 2.97% of their portfolio TORONTO, A6 23,023,45323.0m $575.6m $575.6m 2.97% Reduced -1.7m -1,722,046
12 NORGES BANK 0.08% of their portfolio OSLO, Q8 21,449,40721.4m $535.9m $535.9m 0.08% Added +19.3k +19,338
13 BANK OF NOVA SCOTIA 1.03% of their portfolio TORONTO, A6 20,354,82320.4m $508.4m $508.4m 1.03% Reduced -877.3k -877,327
14 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 20,207,90020.2m $505.0m $505.0m 0.02% Added +1.1m +1,113,170
15 JARISLOWSKY, FRASER Ltd 2.87% of their portfolio MONTREAL, A8 19,983,13020.0m $499.6m $499.6m 2.87% Reduced -732.5k -732,472
16 FIL Ltd 0.39% of their portfolio HAMILTON, D0 15,737,34215.7m $393.0m $393.0m 0.39% Added +5.8m +5,827,061
17 1832 Asset Management L.P. 0.67% of their portfolio TORONTO, A6 14,686,89314.7m $367.0m $367.0m 0.67% Added +7.5m +7,456,712
18 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 12,027,75512.0m $300.6m $300.6m 0.06% Added +5.8m +5,843,085
19 SCOTIA CAPITAL INC. 1.73% of their portfolio TORONTO, A6 11,658,77111.7m $290.5m $290.5m 1.73% Reduced -1.2m -1,181,631
20 Legal & General Group Plc 0.08% of their portfolio London, X0 11,654,33311.7m $291.2m $291.2m 0.08% Reduced -90.4k -90,377
21 LETKO, BROSSEAU & ASSOCIATES INC 4.71% of their portfolio MONTREAL, A8 10,849,80910.8m $271.2m $271.2m 4.71% Reduced -822.6k -822,565
22 Amundi 0.13% of their portfolio Paris, I0 10,707,89510.7m $310.3m $310.3m 0.13% Reduced -1.8m -1,780,060
23 WELLS FARGO & COMPANY/MN 0.07% of their portfolio SAN FRANCISCO, CA 10,027,35110.0m $250.6m $250.6m 0.07% Reduced -292.4k -292,447
24 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 8,972,3249.0m $224.2m $224.2m 0.06% Reduced -531.2k -531,156
25 LORD, ABBETT & CO. LLC 0.36% of their portfolio JERSEY CITY, NJ 8,724,2948.7m $218.0m $218.0m 0.36% Added +514.8k +514,755
26 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio Boston, MA 8,617,4158.6m $215.3m $215.3m 0.06% Reduced -579.0k -579,029
27 Connor, Clark & Lunn Investment Management Ltd. 0.87% of their portfolio VANCOUVER, A1 8,105,8578.1m $202.5m $202.5m 0.87% Added +5.3m +5,338,942
28 GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BOSTON, MA 7,317,4857.3m $184.4m $184.4m 0.02% Added +252.9k +252,906
29 TD Waterhouse Canada Inc. 1.77% of their portfolio TORONTO, A6 7,206,1807.2m $236.5m $236.5m 1.77% Added +90.8k +90,799
30 Capital World Investors 0.03% of their portfolio LOS ANGELES, CA 6,172,7666.2m $154.2m $154.2m 0.03% Unchanged
31 AustralianSuper Pty Ltd 0.85% of their portfolio MELBOURNE, C3 5,902,0215.9m $145.5m $145.5m 0.85% Added +108.9k +108,860
32 Federation des caisses Desjardins du Quebec 1.35% of their portfolio LEVIS, A8 5,555,3465.6m $186.3m $186.3m 1.35% Reduced -537.5k -537,463
33 CANADA PENSION PLAN INVESTMENT BOARD 0.14% of their portfolio TORONTO ONTARIO, A6 5,474,0625.5m $136.8m $136.8m 0.14% Added +606.7k +606,712
34 Swiss National Bank 0.10% of their portfolio ZURICH, V8 5,456,7005.5m $136.2m $136.2m 0.10% Reduced -453.1k -453,100
35 Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio CHIYODA-KU, TOKYO, M0 5,342,2085.3m $133.5m $133.5m 0.09% Reduced -157.4k -157,374
36 Cardinal Capital Management, Inc. 5.76% of their portfolio WINNIPEG, A2 5,188,6735.2m $129.7m $129.7m 5.76% Reduced -79.8k -79,815
37 HSBC HOLDINGS PLC 0.09% of their portfolio LONDON, X0 5,028,2795.0m $125.3m $125.3m 0.09% Added +480.4k +480,353
38 Skandinaviska Enskilda Banken AB (publ) 0.44% of their portfolio STOCKHOLM, V7 4,869,1814.9m $89.9m $89.9m 0.44% Added +176.9k +176,900
39 Grantham, Mayo, Van Otterloo & Co. LLC 0.43% of their portfolio Boston, MA 4,753,8374.8m $118.8m $118.8m 0.43% Added +179.8k +179,810
40 Alberta Investment Management Corp 1.06% of their portfolio EDMONTON, A0 4,182,2034.2m $104.6m $104.6m 1.06% Unchanged
41 Allianz Asset Management GmbH 0.17% of their portfolio MUNICH, 2M 4,142,5924.1m $103.6m $103.6m 0.17% Reduced -2.4m -2,397,649
42 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 3,670,3883.7m $91.7m $91.7m 0.02% Reduced -569.2k -569,183
43 INTACT INVESTMENT MANAGEMENT INC. 3.58% of their portfolio MONTREAL, A8 3,632,7653.6m $90.7m $90.7m 3.58% Added +1.3m +1,289,845
44 Man Group plc 0.24% of their portfolio LONDON, X0 3,573,5913.6m $89.3m $89.3m 0.24% Added +1.4m +1,364,091
45 CREDIT SUISSE AG/ 0.08% of their portfolio ZURICH, V8 3,331,3433.3m $83.3m $83.3m 0.08% Reduced -396.5k -396,524
46 CANADA LIFE ASSURANCE Co 0.16% of their portfolio WINNIPEG, A2 3,246,9003.2m $81.1m $81.1m 0.16% Added +338.5k +338,502
47 M&G PLC 0.45% of their portfolio London, X0 3,009,2323.0m $75.2m $75.2m 0.45% First filing
48 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,821,6392.8m $70.5m $70.5m 0.01% Reduced -47.0k -47,026
49 DEUTSCHE BANK AG\ 0.03% of their portfolio FRANKFURT AM MAIN, 2M 2,562,6222.6m $64.0m $64.0m 0.03% Reduced -97.3k -97,284
50 Nuveen Asset Management, LLC 0.02% of their portfolio CHICAGO, IL 2,311,1972.3m $57.8m $57.8m 0.02% Added +361.2k +361,188
51 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.20% of their portfolio TORONTO, A6 2,265,0002.3m $56.6m $56.6m 0.20% Reduced -1.2m -1,156,000
52 TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio NEW YORK, NY 2,094,6482.1m $52.3m $52.3m 0.13% Reduced -372.0k -371,967
53 DekaBank Deutsche Girozentrale 0.10% of their portfolio FRANKFURT, 2M 2,088,8422.1m $51.1m $51.1m 0.10% Added +200.4k +200,426
54 Clearbridge Investments, LLC 0.04% of their portfolio NEW YORK, NY 2,083,5602.1m $52.1m $52.1m 0.04% Reduced -26.3k -26,326
55 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio Toronto, A6 2,029,5472.0m $50.7m $50.7m 0.05% Added +78.0k +77,976
56 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,003,2892.0m $50.1m $50.1m 0.01% Reduced -172.2k -172,190
57 Korea Investment CORP 0.11% of their portfolio SEOUL, M5 1,763,6071.8m $44.1m $44.1m 0.11% Reduced -130.8k -130,798
58 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,751,5471.8m $43.8m $43.8m 0.01% Added +677 +677
59 AVIVA PLC 0.14% of their portfolio LONDON, X0 1,680,2411.7m $42.0m $42.0m 0.14% Reduced -65.3k -65,350
60 AGF MANAGEMENT LTD 0.20% of their portfolio TORONTO, A6 1,671,5571.7m $35.7m $35.7m 0.20% Added +141.9k +141,896
61 Russell Investments Group, Ltd. 0.06% of their portfolio Seattle, WA 1,633,9171.6m $40.8m $40.8m 0.06% Added +28.1k +28,135
62 Pictet Asset Management Holding SA 0.04% of their portfolio CAROUGE, V8 1,580,7871.6m $39.7m $39.7m 0.04% Reduced -780.4k -780,408
63 Addenda Capital Inc. 1.96% of their portfolio MONTREAL, A8 1,523,5041.5m $51.5m $51.5m 1.96% Reduced -45.4k -45,379
64 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 1,521,6941.5m $38.0m $38.0m 0.05% Added +740.1k +740,130
65 BlackRock Inc. 0.00% of their portfolio New York, NY 1,505,8601.5m $37.6m $37.6m 0.00% Added +98.8k +98,808
66 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 4.40% of their portfolio MISSISSAUGA, A6 1,486,5721.5m $37.1m $37.1m 4.40% Reduced -125.1k -125,068
67 NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio NEW YORK, NY 1,454,5911.5m $36.4m $36.4m 0.03% Reduced -25.0k -24,987
68 JUPITER ASSET MANAGEMENT LTD 0.35% of their portfolio London, X0 1,452,6841.5m $36.3m $36.3m 0.35% Added +45.7k +45,724
69 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio BOSTON, MA 1,448,9071.4m $36.2m $36.2m 0.03% Reduced -3.3m -3,342,879
70 GUARDIAN CAPITAL LP 1.21% of their portfolio TORONTO, A6 1,391,9021.4m $34.8m $34.8m 1.21% Added +114.4k +114,414
71 Scheer, Rowlett & Associates Investment Management Ltd. 2.54% of their portfolio TORONTO, A6 1,372,8781.4m $34.3m $34.3m 2.54% Reduced -4.5k -4,535
72 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,353,9521.4m $33.8m $33.8m 0.01% Reduced -24.0k -23,994
73 Harding Loevner LP 0.20% of their portfolio Bridgewater, NJ 1,306,2241.3m $32.6m $32.6m 0.20% Reduced -8.8m -8,814,008
74 Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% of their portfolio ZURICH, V8 1,252,5751.3m $31.3m $31.3m 0.11% Reduced -86.2k -86,187
75 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 1,188,8521.2m $29.7m $29.7m 0.01% Added +120.5k +120,513
76 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.33% of their portfolio Stamford, CT 1,178,0811.2m $29.4m $29.4m 0.33% Added +92.2k +92,174
77 PRUDENTIAL PLC 0.23% of their portfolio LONDON, X0 1,136,3521.1m $28.4m $28.4m 0.23% Reduced -5.6k -5,590
78 Hillsdale Investment Management Inc. 2.24% of their portfolio Toronto, A6 1,134,6701.1m $28.3m $28.3m 2.24% Reduced -23.0k -23,040
79 Triasima Portfolio Management inc. 2.36% of their portfolio MONTREAL, A8 1,126,0001.1m $28.1m $28.1m 2.36% Added +1.1m +1,081,500
80 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 1,115,3811.1m $27.9m $27.9m 0.02% Reduced -54.4k -54,376
81 Galibier Capital Management Ltd. 6.61% of their portfolio TORONTO, A6 1,104,7091.1m $27.6m $27.6m 6.61% Reduced -239.1k -239,070
82 CITADEL ADVISORS LLC 0.03% of their portfolio MIAMI, FL 1,082,6691.1m $27.1m $27.1m 0.03% Added +931.1k +931,144
83 State of Tennessee, Department of Treasury 0.10% of their portfolio NASHVILLE, TN 1,057,7831.1m $26.4m $26.4m 0.10% Reduced -135.4k -135,424
84 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,047,1431.0m $26.2m $26.2m 0.01% Added +255.6k +255,607
85 TWO SIGMA ADVISERS, LP 0.06% of their portfolio NEW YORK, NY 1,023,3551.0m $25.6m $25.6m 0.06% Reduced -257.1k -257,100
86 ACADIAN ASSET MANAGEMENT LLC 0.09% of their portfolio Boston, MA 1,015,1931.0m $25.4m $25.4m 0.09% Reduced -168.2k -168,200
87 NATIXIS 0.14% of their portfolio PARIS, I0 999,742999.7k $25.0m $25.0m 0.14% New
88 Achmea Investment Management B.V. 0.47% of their portfolio ZEIST, P7 979,487979.5k $24.5m $24.5m 0.47% Reduced -5.9k -5,948
89 AXA S.A. 0.07% of their portfolio PARIS, I0 916,274916.3k $22.9m $22.9m 0.07% Reduced -832.8k -832,770
90 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 894,312894.3k $22.3m $22.3m 0.02% Added +355.7k +355,715
91 Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio TOKYO, M0 882,886882.9k $21.8m $21.8m 0.05% Added +7.3k +7,300
92 APG Asset Management N.V. 0.03% of their portfolio Amsterdam, P7 851,245851.2k $19.7m $19.7m 0.03% Reduced -135.4k -135,400
93 BANK OF NOVA SCOTIA TRUST CO 2.17% of their portfolio TORONTO, A6 807,862807.9k $20.2m $20.2m 2.17% Reduced -15.9k -15,865
94 Varma Mutual Pension Insurance Co 0.17% of their portfolio Varma, H9 777,100777.1k $19.4m $19.4m 0.17% Added +645.3k +645,300
95 Focus Partners Wealth 0.15% of their portfolio ST LOUIS, MO 749,519749.5k $18.7m $18.7m 0.15% New
96 Mn Services Vermogensbeheer B.V. 0.13% of their portfolio THE HAGUE, P7 730,437730.4k $18.3m $18.3m 0.13% Reduced -132.3k -132,300
97 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 711,963712.0k $17.8m $17.8m 0.02% Reduced -98.7k -98,722
98 Heathbridge Capital Management Ltd. 6.75% of their portfolio TORONTO, A6 699,050699.0k $17.5m $17.5m 6.75% Reduced -16.8k -16,750
99 Lombard Odier Asset Management (Switzerland) SA 1.05% of their portfolio PETIT-LANCY, V8 605,026605.0k $15.0m $15.0m 1.05% Reduced -149.2k -149,244
100 USS Investment Management Ltd 0.12% of their portfolio London, X0 590,276590.3k $14.8m $14.8m 0.12% Added +30.6k +30,624