discover our different approach. john hancock investments is a premier asset manager representing one of america’s most trusted brands, with a heritage of financial stewardship dating back to 1862. as a manager of managers, we search the world to find proven portfolio teams with specialized expertise for every fund we offer, then apply vigorous investment oversight to ensure they continue to meet our uncompromising standards. our unique approach to asset management has led to a diverse set of investments deeply rooted in investor needs, along with strong risk-adjusted returns across asset classes. we think it’s a better way to invest. • more than $148 billion in assets under management • 27 distinct asset managers (26 unaffiliated with john hancock) • 71 proven portfolio teams, each with a distinct philosophy and approach • 114 different investment strategies* *includes direct sold and underlying strategies, including etfs • 45 funds rated 4 or 5 stars by morningstar at the highest-rat
Company profile
Ticker
HEQ
Exchange
Employees
Incorporated
Location
Fiscal year end
SEC CIK
HEQ stock data
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
14 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
29 Feb 24
DEF 14A
Definitive proxy
14 Dec 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
24 Aug 23
N-PX
Annual report of proxy voting record
23 Aug 23
N-CEN
Annual report (registered investment company)
13 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
22 Feb 23
DEF 14A
Definitive proxy
15 Dec 22
N-PX
Annual report of proxy voting record
24 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
12 Aug 22
Latest ownership filings
NPORT-P
John Hancock Hedged Equity & Income Fund (Dec 2023 report)
28 Feb 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
19 Jan 24
4
Dean Garfield
4 Jan 24
3
John Scott I St
3 Jan 24
3
Carl Dirk Enderlein
3 Jan 24
3
John E. Butler
3 Jan 24
3
Niraj D Bhagwat
3 Jan 24
3
Steven C Angeli
3 Jan 24
SC 13G/A
MORGAN STANLEY
8 Dec 23
NPORT-P
John Hancock Hedged Equity & Income Fund (Sep 2023 report)
28 Nov 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
John Hancock Hedged Equity & Income Fund | – | 0.65 | -2.30 | -7.36 | 136.65 mm | 492 | Sep 2023 |
Institutional ownership, Q3 2023
37.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 25 |
Opened positions | 5 |
Closed positions | 2 |
Increased positions | 11 |
Reduced positions | 6 |
13F shares | Current |
---|---|
Total value | 21.16 bn |
Total shares | 4.57 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
First Trust Portfolios | 2.22 mm | $0.00 |
MS Morgan Stanley | 567.07 k | $5.43 bn |
IVZ Invesco | 282.82 k | $2.71 bn |
Shaker Financial Services | 244.61 k | $2.34 bn |
Wolverine Asset Management | 160.70 k | $1.54 bn |
BAC Bank Of America | 153.96 k | $1.47 bn |
WFC Wells Fargo & Co. | 137.96 k | $1.32 bn |
Commonwealth Equity Services | 136.23 k | $1.30 mm |
Advisor | 106.82 k | $1.02 bn |
Guggenheim Capital | 84.06 k | $804.44 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
2 Jan 24 | Dean Garfield | Common Shares of Beneficial Interest | Buy | Acquire P | No | No | 11.63 | 1,381.252 | 16.06 k | 1,381.252 |