Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

John Hancock Diversified Inc (HEQ)

36 + Investors. Track Smart Money conviction in HEQ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — HEQ

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HEQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
36 hedge funds hold HEQ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

20 buying13 selling
Last quarter: 20 funds were net buyers (5 opened a brand new position + 15 added to an existing one). Only 13 were sellers (11 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 7 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 22% medium ■ 25% new
19 out of 36 hedge funds have held HEQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

4 → 4 → 5 → 7 → 5 new funds/Q
New funds entering each quarter: 4 → 5 → 7 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 31% newcomers

■ 58% veterans ■ 11% 1-2yr ■ 31% new
Entry-cohort mix of 36 holders: 21 (58%) are 2+ year veterans, 4 entered 1–2 years ago, and 11 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
10 of 36 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HEQ

In 2026 Q2, 20 hedge funds were net buyers of HEQ (5 opened a new position, 15 added to an existing one), while 13 reduced or exited (11 trimmed, 2 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 28% of total institutional value in HEQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: HEQ

How many hedge funds hold HEQ — quarterly history vs. share price
Quarterly hedge fund ownership of HEQ vs. share price

Market Analysis: HEQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEQ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: HEQ
36 + Investors

Track Smart Money conviction in HEQ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 33 9.09%
13F Shares 4M 3M 3.87%
Total Value $41M $37M 9.67%
New Positions 5 7 -2
Increased Positions 15 13 +2
Closed Positions 2 8 -6
Reduced Positions 11 11 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEQ

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Financial Highlights

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Institutional Holders (2026 Q2)

36 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HEQ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HEQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bulldog Investors, LLP 1.39% 550,968 $6.3M
2 Karpus Management, Inc. 0.30% 909,620 $10.4M
3 Blue Bell Private Wealth Management, LLC 0.16% 109,712 $1.3M
4 Shaker Financial Services, LLC 0.09% 25,429 $292K
5 1607 Capital Partners, LLC 0.08% 79,413 $912K
6 Advisory Solutions Group, LLC 0.04% 10,402 $119K
7 Kovack Advisors, Inc. 0.04% 64,341 $740K
8 Principal Securities, INC. 0.02% 153,377 $1.8M
9 NWF Advisory Services Inc. 0.02% 15,400 $177K
10 Sax Wealth Advisors, LLC 0.01% 33,953 $369K
11 B. Riley Wealth Advisors, Inc. 0.01% 14,600 $166K
12 Pathstone Holdings, LLC 0.01% 232,244 $2.7M
13 Dakota Wealth Management 0.01% 25,770 $296K
14 Colonial Trust Co / SC 0.00% 2,365 $27K
15 XTX Topco Ltd 0.00% 17,333 $199K
16 Commonwealth Equity Services, LLC 0.00% 171,821 $2.0M
17 &Partners 0.00% 44,498 $511K
18 Kestra Advisory Services, LLC 0.00% 44,860 $515K
19 Highline Wealth Partners LLC 0.00% 217 $2K
20 Envestnet Asset Management Inc 0.00% 154,332 $1.8M
21 Osaic Holdings, INC. 0.00% 27,754 $319K
22 IFP Advisors, Inc 0.00% 1,208 $14K
23 Bank of America Corp /de/ 0.00% 306,653 $3.5M
24 Cetera Investment Advisers 0.00% 19,431 $223K
25 Harbour Investments, INC. 0.00% 1,100 $13K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — John Hancock Diversified Inc (HEQ)

What does the Smart Money Trend signal show for HEQ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HEQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HEQ?

More buyers than sellers — 61% buying: Last quarter: 20 funds were net buyers (5 opened a brand new position + 15 added to an existing one). Only 13 were sellers (11 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HEQ holders?

Strong quality — 28% AUM from major funds: 10 of 36 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HEQ?

53% of holders stayed for 2+ years: 19 out of 36 hedge funds have held HEQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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