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John Hancock Diversified Income Fund

HEQ
Exchange
NYSE
SEC CIK
0001496749

In the last 90 days, John Hancock Diversified Income Fund insiders filed 1 open-market purchase and 0 sales; 36 institutions reported holding it in 13F filings for Q2 2026, worth $41.1M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in John Hancock Diversified Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
26
No complete 13F data for Q4 2020
Shares held
3.16M
No complete 13F data for Q4 2020
Total value
$38.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting HEQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 26 institutions
Q1 2021: 26 institutionsQ2 2021: 25 institutionsQ3 2021: 26 institutionsQ4 2021: 19 institutionsQ1 2022: 18 institutionsQ2 2022: 22 institutionsQ3 2022: 19 institutionsQ4 2022: 21 institutionsQ1 2023: 19 institutionsQ2 2023: 22 institutionsQ3 2023: 25 institutionsQ4 2023: 31 institutionsQ1 2024: 32 institutionsQ2 2024: 35 institutionsQ3 2024: 34 institutionsQ4 2024: 34 institutionsQ1 2025: 32 institutionsQ2 2025: 32 institutionsQ3 2025: 34 institutionsQ4 2025: 35 institutionsQ1 2026: 33 institutionsQ2 2026: 36 institutions
Value heldQ1 2021: $38.0M
Q1 2021: $38.0MQ2 2021: $33.1MQ3 2021: $28.7MQ4 2021: $30.6MQ1 2022: $27.4MQ2 2022: $24.3MQ3 2022: $24.5MQ4 2022: $23.5MQ1 2023: $23.8MQ2 2023: $24.8MQ3 2023: $22.7MQ4 2023: $27.5MQ1 2024: $28.3MQ2 2024: $27.7MQ3 2024: $29.7MQ4 2024: $27.8MQ1 2025: $29.1MQ2 2025: $29.5MQ3 2025: $30.7MQ4 2025: $34.4MQ1 2026: $37.5MQ2 2026: $41.1M
Institutions holding HEQ and their total value by quarter
QuarterHoldersValue
Q2 202636$41.1M
Q1 202633$37.5M
Q4 202535$34.4M
Q3 202534$30.7M
Q2 202532$29.5M
Q1 202532$29.1M
Q4 202434$27.8M
Q3 202434$29.7M
Q2 202435$27.7M
Q1 202432$28.3M
Q4 202331$27.5M
Q3 202325$22.7M
Q2 202322$24.8M
Q1 202319$23.8M
Q4 202221$23.5M
Q3 202219$24.5M
Q2 202222$24.3M
Q1 202218$27.4M
Q4 202119$30.6M
Q3 202126$28.7M
Q2 202125$33.1M
Q1 202126$38.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HEQ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,647,202$19.8M0.00%––
Guggenheim Capital LLC213,050$2.57M0.02%––
Invesco Ltd.212,397$2.56M0.00%––
Advisor Group Holdings, Inc.184,635$2.23M0.01%––
Bank of America Corp174,515$2.10M0.00%––
Advisors Asset Management, Inc.127,255$1.53M0.02%––
Wolverine Asset Management LLC120,069$1.45M0.01%––
Commonwealth Equity Services, LLC106,770$1.29M0.00%––
UBS Group AG96,922$1.17M0.00%––
Wells Fargo & Company73,275$883.0K0.00%––
Shaker Financial Services, LLC57,474$693.0K0.28%––
Mid Atlantic Financial Management Inc34,800$419.0K0.03%––
Cetera Advisor Networks LLC27,500$331.0K0.01%––
National Asset Management, Inc.15,386$186.0K0.01%––
Raymond James & Associates15,265$184.0K0.00%––
Raymond James Financial Services Advisors, Inc.13,264$160.0K0.00%––
Capital Investment Advisors, LLC11,000$133.0K0.01%––
Quantedge Capital Pte Ltd10,400$125.0K0.10%––
Royal Bank of Canada8,130$98.0K0.00%––
Pinnacle Bancorp, Inc.2,450$30.0K0.01%––
Sowell Financial Services LLC2,028$25.0K0.00%––
Harbour Investments, Inc.1,100$13.0K0.00%––
Citigroup Inc1,050$13.0K0.00%––
Patriot Financial Group Insurance Agency, LLC900$11.0K0.00%––
American Portfolios Advisors100$1.21K0.00%––
Arkadios Wealth Advisors111$1.00K0.00%––