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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 2023 vs. Q3 2023

How the institutions holding John Hancock Diversified Income Fund changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of HEQ: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders25131+7
Shares2.37M15.7K2.73M+379.8K (+16.1%)
Value$22.7M$150.0K$27.5M+$4.95M (+22.0%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (7)

Institutions that held John Hancock Diversified Income Fund at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to HEQ in Q4 2023
InstitutionSharesValue% of portfolio
Principal Securities, Inc.116,395$1.17M0.04%
Saba Capital Management, L.P.73,430$738.0K0.02%
Pathstone Holdings, LLC47,348$475.8K0.00%
Marex Group plc40,900$411.0K0.02%
Quantedge Capital Pte Ltd13,274$133.4K0.07%
Blue Bell Private Wealth Management, LLC4,100$41.2K0.01%
Advisory Services Network, LLC1,780$17.9K0.00%

Sold out (0)

Institutions that held John Hancock Diversified Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.

None.

Not filed for Q4 2023 yet (1)

Institutions that held John Hancock Diversified Income Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HEQ in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Advisor Partners II, LLC15,673$150.0K