HEQ — John Hancock Diversified Income Fund
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on HEQ
| date | signal | measured base rate |
|---|---|---|
| 2026-03-31 | Short volume far above its own normal short | -0.76% over 21 days · t = -2.79 · n = 5,897 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-07-22 | Bacic William K | Open-market purchase | 308 | 11.48 | 3.5K |
| 2026-05-06 | Hurtsellers Christine Director | Open-market purchase | 835 | 11.57 | 9.7K |
| 2026-05-06 | Hurtsellers Christine Director | Open-market purchase | 200 | 11.56 | 2.3K |
| 2026-05-06 | Hurtsellers Christine Director | Open-market purchase | 2 | 11.61 | 23 |
| 2026-05-06 | Hurtsellers Christine Director | Open-market purchase | 0 | 11.61 | 5 |
| 2026-01-27 | Phelan Kenneth J Director | Open-market purchase | 905 | 11.10 | 10.0K |
| 2025-04-08 | Wright Thomas Rowe Director | Open-market purchase | 1.1K | 9.70 | 11.0K |
| 2025-01-14 | Bacic William K | Open-market purchase | 986 | 10.33 | 10.2K |
| 2024-12-23 | Ellison Noni L | Open-market purchase | 1.1K | 10.54 | 11.3K |
| 2024-01-02 | Garfield Dean Director | Open-market purchase | 1.4K | 11.63 | 16.1K |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| Bulldog Investors, LLP | 6.1M | 558.3K |
| Pathstone Holdings, LLC | 5.7M | 522.0K |
| Karpus Management, Inc. | 5.6M | 518.5K |
| BANK OF AMERICA CORP /DE/ | 3.3M | 304.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.7M | 154.1K |
| MORGAN STANLEY | 1.6M | 147.7K |
| PRINCIPAL SECURITIES, INC. | 1.6M | 147.3K |
| ENVESTNET ASSET MANAGEMENT INC | 1.5M | 137.5K |
| 1607 Capital Partners, LLC | 1.5M | 133.9K |
| Invesco Ltd. | 1.4M | 130.7K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| SCHEDULE 13G | 2026-08-14 | — | on EDGAR ↗ |
| N-PX | 2026-08-05 | 2026-06-30 | on EDGAR ↗ |
| 4 | 2026-07-22 | 2026-07-22 | on EDGAR ↗ |
| SCHEDULE 13G/A | 2026-07-14 | — | on EDGAR ↗ |
| 3 | 2026-07-10 | 2026-07-01 | on EDGAR ↗ |
| 3 | 2026-07-08 | 2026-07-01 | on EDGAR ↗ |
| NPORT-P | 2026-05-29 | 2026-03-31 | on EDGAR ↗ |
| 4 | 2026-05-07 | 2026-05-06 | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
Recent headlines
- John Hancock Diversified Income Fund (HEQ) filed form SCHEDULE 13G · 2026-08-14 · SEC EDGAR
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