Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

John Hancock Diversified Inc (HEQ)

33 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — HEQ

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HEQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
33 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 — +6% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

20 buying19 selling
Last quarter: 20 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

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

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
18 out of 33 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 — ~7 new funds/quarter

2 → 4 → 4 → 5 → 7 new funds/Q
New funds entering each quarter: 4 → 4 → 5 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 21% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 33 holders: 21 (64%) are 2+ year veterans, 5 entered 1–2 years ago, and 7 (21%) 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 33 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 20 hedge funds were net buyers of HEQ (7 opened a new position, 13 added to an existing one), while 19 reduced or exited (11 trimmed, 8 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 28% of total institutional value in HEQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 33.

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

-- --

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

Is It Too Late to Buy John Hancock Diversified Inc (HEQ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HEQ has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
HEQ
+5.2%
XLF
+8.8%

HEQ outperformed XLF by -3.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
HEQ
+0.0%
XLF
+5.1%

Since the filing became public, HEQ outperformed XLF by -5.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
33 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 34 -2.94%
13F Shares 3M 3M 7.99%
Total Value $37M $34M 9.26%
New Positions 7 5 +2
Increased Positions 13 14 -1
Closed Positions 8 4 +4
Reduced Positions 11 13 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEQ

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

33 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bulldog Investors, LLP 1.36% 558,291 $6.1M
2 Karpus Management, Inc. 0.18% 518,501 $5.6M
3 Blue Bell Private Wealth Management, LLC 0.17% 109,334 $1.2M
4 Shaker Financial Services, LLC 0.11% 27,981 $304K
5 1607 Capital Partners, LLC 0.10% 133,909 $1.5M
6 Robinson Capital Management, LLC 0.06% 13,376 $154K
7 Kovack Advisors, Inc. 0.04% 60,600 $665K
8 Principal Securities, INC. 0.02% 147,277 $1.6M
9 NWF Advisory Services Inc. 0.02% 18,400 $200K
10 Pathstone Holdings, LLC 0.02% 522,041 $5.7M
11 Sax Wealth Advisors, LLC 0.02% 33,953 $365K
12 B. Riley Wealth Advisors, Inc. 0.01% 16,152 $171K
13 Colonial Trust Co / SC 0.00% 2,365 $25K
14 Commonwealth Equity Services, LLC 0.00% 154,110 $1.7M
15 &Partners 0.00% 40,499 $456K
16 Kestra Advisory Services, LLC 0.00% 38,463 $418K
17 Highline Wealth Partners LLC 0.00% 217 $2K
18 Envestnet Asset Management Inc 0.00% 137,468 $1.5M
19 Osaic Holdings, INC. 0.00% 24,178 $263K
20 Bank of America Corp /de/ 0.00% 304,521 $3.3M
21 Cetera Investment Advisers 0.00% 18,524 $201K
22 Ameriprise Financial Inc 0.00% 79,375 $862K
23 Advisory Services Network, LLC 0.00% 1,301 $14K
24 Harbour Investments, INC. 0.00% 1,100 $12K
25 Wells Fargo & Company/Mn 0.00% 67,978 $738K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HEQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HEQ?

Slight buying edge — 51% buying: Last quarter: 20 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HEQ holders?

Strong quality — 28% AUM from major funds: 10 of 33 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?

55% of holders stayed for 2+ years: 18 out of 33 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.

Is it too late to buy John Hancock Diversified Inc (HEQ) following the 2026 Q1 hedge fund 13F filings?

As of today, HEQ has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -5.1%. Since the quarter end (March 31, 2026), HEQ has gained +5.2% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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