HEQ JOHN HANCOCK DIVERSIFIED INC
FollowCOM (fund), issuer CIK 1496749
33 managers (33 13F filers) reported a position in HEQ shares at 2025-03-31, 2,801,483 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 33
- 13F filers
- 33
- New
- 2
- Added
- 13
- Reduced
- 12
- Sold out
- 4
- Shares held by filers
- 2,801,483
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MORGAN STANLEYin group MORGAN STANLEY | 424,376 | $4.41M | <0.01% | -5,434 | 13F-HRTimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 258,179 | $2.69M | <0.01% | +3,355 | 13F-HRTimelineGroup |
| Shaker Financial Services, LLC | 244,857 | $2.55M | 0.99% | -4,749 | 13F-HRTimeline |
| Saba Capital Management, L.P.in group Saba Capital Management, L.P. | 212,009 | $2.2M | 0.06% | 0 | 13F-HRTimelineGroup |
| COMMONWEALTH EQUITY SERVICES, LLC | 153,537 | $1.6M | <0.01% | -375 | 13F-HRTimeline |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 149,241 | $1.52M | 0.03% | 0 | 13F-HRTimelineGroup |
| 1607 Capital Partners, LLC | 143,675 | $1.49M | 0.12% | +43,173 | 13F-HRTimeline |
| AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC | 134,107 | $1.39M | 0.03% | -4,975 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 130,522 | $1.36M | <0.01% | -1,299 | 13F-HRTimelineGroup |
| GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC | 100,570 | $1.05M | 0.01% | -25,235 | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 98,594 | $1.03M | <0.01% | +15,884 | 13F-HRTimelineGroup |
| WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC | 88,582 | $921K | 0.02% | +61,665 | 13F-HRTimelineGroup |
| Advisors Asset Management, Inc. | 65,374 | $680K | 0.01% | 0 | 13F-HR/ATimeline |
| Pathstone Holdings, LLCin group Pathstone Holdings, LLC | 64,742 | $673K | <0.01% | -4,631 | 13F-HRTimelineGroup |
| AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC | 60,076 | $625K | <0.01% | +10,841 | 13F-HRTimelineGroup |
| Invesco Ltd.in group Invesco Ltd. | 58,187 | $605K | <0.01% | +8,704 | 13F-HRTimelineGroup |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 52,124 | $542K | 0.1% | +10,475 | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 46,500 | $484K | <0.01% | -764 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 43,595 | $453K | <0.01% | +22,547 | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 43,140 | $449K | <0.01% | +8,558 | 13F-HR/ATimelineGroup |
| ROBINSON CAPITAL MANAGEMENT, LLC | 30,308 | $315K | 0.13% | 0 | 13F-HRTimeline |
| LPL Financial LLC | 29,364 | $305K | <0.01% | -3,123 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 26,638 | $277K | <0.01% | -20,328 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 26,073 | $271K | <0.01% | +4,097 | 13F-HRTimelineGroup |
| Karpus Management, Inc. | 22,593 | $235K | 0.01% | -450 | 13F-HRTimeline |
| NWF Advisory Services Inc. | 19,200 | $200K | 0.03% | new | 13F-HRTimeline |
| AVANTAX ADVISORY SERVICES, INC. | 17,510 | $182K | <0.01% | +153 | 13F-HRTimeline |
| Kovack Advisors, Inc. | 16,987 | $177K | 0.02% | +2,128 | 13F-HRTimeline |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,… | 13,948 | $145K | 0.01% | -4,628 | 13F-HRTimelineGroup |
| Almitas Capital LLC | 12,667 | $132K | 0.04% | new | 13F-HRTimeline |
| SILVERLAKE WEALTH MANAGEMENT LLC | 10,208 | $106K | 0.04% | 0 | 13F-HRTimeline |
| COMERICA BANK | 4,000 | $41.6K | <0.01% | +93 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |