Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Invt Tr II (JHI)

34 + Investors. Track Smart Money conviction in JHI. 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
50%

Smart Money Signals — JHI

Based on 34 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 JHI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
34 funds currently hold this stock — 85% of the 3.0-year high of 40 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JHI is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

15 buying15 selling
Last quarter: 15 funds bought or added vs 15 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 15% new
24 out of 34 hedge funds have held JHI 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.
💎

Buying through price weakness — shares +3%, value -28%

Value
-27%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~4 new funds/quarter

1 → 3 → 3 → 7 → 4 new funds/Q
New funds entering each quarter: 3 → 3 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 12% 1-2yr ■ 18% new
Of 34 current holders: 24 (71%) 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.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
8 of 34 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — JHI

In 2026 Q1, 15 hedge funds were net buyers of JHI (4 opened a new position, 11 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 23% of total institutional value in JHI 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: 34.

Hedge Fund Ownership: JHI

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

Market Analysis: JHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHI

-- --

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

Is It Too Late to Buy Hancock John Invt Tr II (JHI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JHI 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 · 81d ago
JHI
nan%
XLF
+8.5%

JHI outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
JHI
nan%
XLF
+4.8%

Since the filing became public, JHI outperformed XLF by nan% .

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
0.3
/ 10
conviction
Hedge Fund Positioning: JHI
34 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 35 -2.86%
13F Shares 3M 3M 3.41%
Total Value $26M $35M -27.57%
New Positions 4 7 -3
Increased Positions 11 7 +4
Closed Positions 5 3 +2
Reduced Positions 10 14 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

34 + investors

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

QUARTER:
Top 25 JHI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 0.55% 121,578 $1.6M
2 1607 Capital Partners, LLC 0.48% 514,942 $6.6M
3 Morey & Quinn Wealth Partners, LLC 0.38% 41,477 $535K
4 Robinson Capital Management, LLC 0.16% 28,109 $376K
5 Hoertkorn Richard Charles 0.15% 14,000 $181K
6 Noble Wealth Management PBC 0.14% 21,450 $277K
7 Aviance Capital Partners, LLC 0.05% 35,844 $463K
8 Advisors Asset Management, Inc. 0.04% 203,815 $2.6M
9 Capital Investment Advisors, LLC 0.03% 123,156 $1.6M
10 Guggenheim Capital LLC 0.02% 156,391 $2.0M
11 Riverbridge Partners LLC 0.02% 47,763 $617K
12 Integrated Wealth Concepts LLC 0.01% 74,091 $957K
13 Stratos Wealth Partners, LTD. 0.01% 45,754 $591K
14 World Investment Advisors 0.00% 23,191 $299K
15 Hennion & Walsh Asset Management, Inc. 0.00% 10,331 $133K
16 Osaic Holdings, INC. 0.00% 55,922 $722K
17 Highline Wealth Partners LLC 0.00% 300 $4K
18 SHP Wealth Management 0.00% 1,007 $13K
19 Hoey Investments, Inc 0.00% 222 $3K
20 LPL Financial LLC 0.00% 99,864 $1.3M
21 Wolverine Asset Management LLC 0.00% 1,812 $23K
22 Morgan Stanley 0.00% 139,065 $1.8M
23 Advisory Services Network, LLC 0.00% 621 $8K
24 Ameriprise Financial Inc 0.00% 23,998 $310K
25 Bank of America Corp /de/ 0.00% 33,545 $433K
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 Invt Tr II (JHI)

What does the Smart Money Trend signal show for JHI?

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

Slight buying edge — 50% buying: Last quarter: 15 funds bought or added vs 15 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 JHI holders?

Strong quality — 23% AUM from major funds: 8 of 34 holders rank in the top 100 by AUM, accounting for 23% 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 JHI?

71% of holders stayed for 2+ years: 24 out of 34 hedge funds have held JHI 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 Hancock John Invt Tr II (JHI) following the 2026 Q1 hedge fund 13F filings?

As of today, JHI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), JHI has gained nan% vs +8.5% 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.

Full history →