John Hancock Divers Inc Fund
$11.36+0.3%
+$1.6M
Net Activity
+3.87% total shares
Institutions Holding
36
Popularity Rank
#7027
Avg Weight
0.06%
Total Value
$41.1M
36 institutions currently hold HEQ, with 20 net buyers and 14 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
14
Net Buying Institutions
20
Top 5 by Value
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Across its top 20 institutional holders, HEQ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 28/100).
HEQ ranks #7027 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
36 institutions disclose a position in HEQ, but none treat it as a major bet — even Bulldog Investors, LLP, its most concentrated holder, allocates just 1.4% of its own portfolio to it.
Sax Wealth Advisors, LLC has added to its HEQ position for two straight quarters, increasing it by $13.6K to reach $378.6K today.
NWF Advisory Services Inc. has trimmed its HEQ position for two straight quarters, cutting it by $28.1K while still holding $171.7K.
HEQ is up 0.3% today, and institutions have been net buyers of $1.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$7.8M
Total Buy Value
$5.3M
Total Sell Value
20
Net Buyers
14
Net Sellers
HEQ
Q2 2026
Top 5 Institutional Movers
+$4.8M
-$3.0M
-$542.6K
+$407.8K
+$298.9K
HEQ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| First Trust Portfolios L.P. | 13G/A | 2026-07-14 | 8.9% |
No Form 8-K filings for this ticker
47804L102
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Access HEQ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HEQCLI
npx alphasmo stocks get HEQ