John Hancock Diversified Income Fund

HEQ · NYSE

$11.25−$0.07 (−0.62%)TodayMarket closed ·
Prev close $11.32

Who owns HEQ

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 32.3% of HEQ’s shares.

  • First Trust Advisors L.P.9.0%
  • Karpus Investment Management7.6%
  • Bulldog Investors, LLP4.6%
  • BofA Global Research (US)2.6%
  • Next 6 largest institutions8.5%
  • All other shareholders67.7%
Top institutional holders of HEQ
HolderShares% of shares
First Trust Advisors L.P.1.07M9.00%
Karpus Investment Management909.62K7.62%
Bulldog Investors, LLP550.97K4.62%
BofA Global Research (US)306.65K2.57%
Pathstone232.24K1.95%
Commonwealth Financial Network171.82K1.44%
Invesco Advisers, Inc.159.13K1.33%
Envestnet Asset Management, Inc.154.33K1.29%
Principal Securities Inc153.38K1.29%
Morgan Stanley Smith Barney LLC142.94K1.20%

Largest mutual fund holders

Top mutual fund holders of HEQ
HolderShares% of shares
High Income Securities Fund186.19K1.56%
Robinson Opportunistic Income Fd14.58K0.12%
AQR UCITS Funds-AQR Corporate Arbitrage UCITS Fund5.31K0.04%
Guggenheim Variable Trust - Multi-Hedge Strategies Fund1940.00%
Rydex Guggenheim Multi-Hedge Strategies Fund660.00%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders bought $15.53K (4 trades) of HEQ on the open market, with no sales.

Latest HEQ insider transactions
InsiderTypeSharesValue
Bacic William KBuy308$3.54K
Hurtsellers ChristineBuy2$23
Hurtsellers ChristineBuy835$9.66K
Hurtsellers ChristineBuy200$2.31K

Short interest

Settled Sep 30, 2026

Shares short
25.70K
Days to cover
1.07
% of shares outstanding
0.22%
Average daily volume
23.98K
Change since last report
+540.8%

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