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HEQ

John Hancock Diversified Income Fund

Company with tickers: HEQ

CIK
1496749
CUSIP
47804L102
Shares Outstanding
12,058,852
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 33
Total Value: $33,540,515
Total Shares: 3,120,049

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 33 13F filers · Δ vs Sep 30, 2025
Top Holder
12.2%
−4.3 pts
Top 5
48.4%
+0.6 pts
Top 10
70.7%
+1.0 pts
HHI
636
Broadly held −55

Quarterly Activity

vs Sep 30, 2025
New
6
Increased
13
Decreased
12
Sold Out
6
Unchanged
2
Holder count: 0
Institutional value: +21.7%
Shares held: +20.6%

Top Buyers

vs Sep 30, 2025
Institution Added Now Holds
Large Pathstone Holdings, LLC +172,554 247,659
Mid Saba Capital Management, L.P. +27,958 281,328
Mega Invesco Ltd. +26,747 119,455
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC +18,067 97,987
Mega LPL Financial LLC +11,284 43,983

Top Sellers

vs Sep 30, 2025
Institution Sold Now Holds
Mega MORGAN STANLEY −122,647 305,817
Small Shaker Financial Services, LLC −114,103 133,072
Mid Advisors Asset Management, Inc. −42,150 22,424
Mid WOLVERINE ASSET MANAGEMENT LLC −41,792 47,578
Mid CNH PARTNERS LLC −39,837 76,020

Top New Positions

vs Sep 30, 2025
Institution Acquired Value (USD)
Small Bulldog Investors, LLC 381,764 $4,103,963
Mega BANK OF AMERICA CORP /DE/ 292,614 $3,145,600
Small SAX WEALTH ADVISORS, LLC 33,953 $364,994
Large WILEY BROS.-AINTREE CAPITAL, LLC 16,232 $174,494
Mid XTX Topco Ltd 13,350 $143,512

Top Sold-Out Positions

vs Sep 30, 2025
Institution Previously Held Last Value (USD)
Large Guggenheim Capital LLC 30,834 $328,381
Small Kovack Advisors, Inc. 23,060 $245,589
Small NWF Advisory Services Inc. 18,400 $195,960
Mid Karpus Management, Inc. 10,713 $114,093
Mid Advisory Services Network, LLC 1,409 $15,005
33 of 33 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Small Bulldog Investors, LLC $4,103,963 12.24% 381,764 View
Mega MORGAN STANLEY $3,287,532 9.80% 305,817 View
Mega BANK OF AMERICA CORP /DE/ $3,145,600 9.38% 292,614 View
Mid Saba Capital Management, L.P. $3,024,276 9.02% 281,328 View
Large Pathstone Holdings, LLC $2,662,334 7.94% 247,659 View
Large COMMONWEALTH EQUITY SERVICES, LLC $1,617,219 4.82% 150,439 View
Mid PRINCIPAL SECURITIES, INC. $1,584,238 4.72% 147,371 View
Mega ENVESTNET ASSET MANAGEMENT INC $1,462,924 4.36% 136,086 View
Small Shaker Financial Services, LLC $1,430,524 4.27% 133,072 View
Small 1607 Capital Partners, LLC $1,395,156 4.16% 129,782 View
Mega Invesco Ltd. $1,284,141 3.83% 119,455 View
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,053,360 3.14% 97,987 View
Mega AMERIPRISE FINANCIAL INC $824,148 2.46% 76,665 View
Mid CNH PARTNERS LLC $817,215 2.44% 76,020 View
Mega WELLS FARGO & COMPANY/MN $731,859 2.18% 68,080 View
Mid WOLVERINE ASSET MANAGEMENT LLC $511,463 1.52% 47,578 View
Mega ROYAL BANK OF CANADA $498,939 1.49% 46,413 View
Large Kestra Advisory Services, LLC $477,160 1.42% 44,387 View
Mega LPL Financial LLC $472,817 1.41% 43,983 View
Large Verition Fund Management LLC $393,009 1.17% 36,559 View
Small SAX WEALTH ADVISORS, LLC $364,994 1.09% 33,953 View
Small Robinson Capital Management, LLC $363,124 1.08% 33,779 View
Large TWO SIGMA INVESTMENTS, LP $294,163 0.88% 27,364 View
Large Advisor Group Holdings, Inc. $292,744 0.87% 27,232 View
Mega RAYMOND JAMES FINANCIAL INC $282,456 0.84% 26,275 View
Mid Advisors Asset Management, Inc. $241,058 0.72% 22,424 View
Large Cetera Investment Advisers $200,326 0.60% 18,635 View
Mega UBS Group AG $182,782 0.54% 17,003 View
Large WILEY BROS.-AINTREE CAPITAL, LLC $174,494 0.52% 16,232 View
Mid National Asset Management, Inc. $170,591 0.51% 15,869 View
Mid XTX Topco Ltd $143,512 0.43% 13,350 View
Large COMERICA BANK $46,063 0.14% 4,285 View
Micro Motiv8 Investments LLC $6,331 0.02% 589 View

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