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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.

Q4 2022 vs. Q3 2022

How the institutions holding John Hancock Diversified Income Fund changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of HEQ: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders19221+4
Shares2.08M18.1K2.04M−17.4K (−0.8%)
Value$24.5M$213.2K$23.5M−$782.9K (−3.2%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (6)

Institutions that held John Hancock Diversified Income Fund at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to HEQ in Q4 2022
InstitutionSharesValue% of portfolio
Shaker Financial Services, LLC77,172$887.5K0.42%
Envestnet Asset Management Inc35,221$405.0K0.00%
Wolverine Asset Management LLC10,235$117.7K0.00%
Advisory Services Network, LLC2,227$25.6K0.00%
Money Concepts Capital Corp400$4.60K0.00%
GWM Advisors LLC398$50.00%

Sold out (2)

Institutions that held John Hancock Diversified Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of HEQ in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Csenge Advisory Group13,030$153.0K
Raymond James Financial Services Advisors, Inc.10,863$128.0K

Not filed for Q4 2022 yet (2)

Institutions that held John Hancock Diversified Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HEQ in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Strategic Wealth Advisors Group, LLC18,000$212.0K
American Portfolios Advisors100$1.18K