Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HANCOCK JOHN TAX-ADVANTAGED (HTD)

88 + Investors. Track Smart Money conviction in HTD. 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 — HTD

Based on 88 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HTD 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 (99% of max)

99% of all-time peak
88 hedge funds hold HTD 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 — +4% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

42 buying41 selling
Last quarter: 42 funds bought or added vs 41 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 — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 11 → 13 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 16% medium ■ 23% new
54 out of 88 hedge funds have held HTD 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.
📈

Growing discovery — still being found

15 → 9 → 11 → 13 → 15 new funds/Q
New funds entering each quarter: 9 → 11 → 13 → 15. A growing number of institutions are discovering HTD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 8% 1-2yr ■ 24% new
Of 88 current holders: 60 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
12 of 88 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in HTD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: HTD

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

Market Analysis: HTD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTD

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: HTD
2026 Q1 Stats Unlock in 16 days 88 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 88 89 -1.12%
13F Shares 6M 6M 9.7%
Total Value $163M $144M 13.68%
New Positions 15 13 +2
Increased Positions 27 29 -2
Closed Positions 16 10 +6
Reduced Positions 25 23 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTD

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Financial Highlights

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Institutional Holders (2026 Q1)

88 + investors

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

Top 25 institutional holders of HTD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 0.80% 28,938 $717K
2 SMH CAPITAL ADVISORS INC 0.66% 217 $217K
3 Investment Management Trust, LLC 0.52% 21,511 $533K
4 Samalin Investment Counsel, LLC 0.42% 48,030 $1.2M
5 Live Oak Private Wealth LLC 0.35% 102,602 $2.5M
6 Diesslin Group, Inc. 0.34% 30,487 $755K
7 MRA Advisory Group 0.28% 27,622 $684K
8 Indivisible Partners 0.14% 62,402 $1.5M
9 Powell Investment Advisors, LLC 0.09% 10,100 $250K
10 Mezzasalma Advisors, LLC 0.08% 12,750 $316K
11 CENTRAL TRUST Co 0.04% 85,526 $2.1M
12 Spire Wealth Management 0.03% 35,765 $886K
13 FOUNDERS FINANCIAL SECURITIES LLC 0.03% 18,665 $480K
14 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% 21,365 $529K
15 BAYBAN 0.02% 948 $23K
16 SILVER OAK SECURITIES, INCORPORATED 0.02% 8,845 $219K
17 WELCH & FORBES LLC 0.02% 50,000 $1.2M
18 PFG Investments, LLC 0.02% 13,195 $327K
19 World Investment Advisors 0.01% 30,895 $765K
20 CONNING INC. 0.01% 11,150 $276K
21 Sowell Financial Services LLC 0.01% 9,681 $240K
22 NBC SECURITIES, INC. 0.01% 4,025 $100K
23 Janney Montgomery Scott LLC 0.01% 91,117 $2K
24 Kennebec Savings Bank 0.00% 200 $5K
25 PRIVATE TRUST CO NA 0.00% 2,000 $50K
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 — HANCOCK JOHN TAX-ADVANTAGED (HTD)

What does the Smart Money Trend signal show for HTD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HTD 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 HTD?

Slight buying edge — 51% buying: Last quarter: 42 funds bought or added vs 41 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 HTD holders?

Elite ownership — 58% AUM from top-100 funds: 12 of 88 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in HTD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HTD?

61% of holders stayed for 2+ years: 54 out of 88 hedge funds have held HTD 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.