JOHN HANCOCK HDG EQTY & INC (HEQ) Institutional Ownership and Insiders Activity
JOHN HANCOCK HDG EQTY & INC (HEQ) is widely held by institutional investors, with 33 firms reporting positions valued at approximately $43.54M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Karpus Management, Inc. is the largest disclosed holder, reporting approximately $10.44M in HEQ holdings in its latest filing.
Institutional Holders
33
Total Reported Value
$43.54M
Largest Holder
Karpus Management, Inc.
Largest Position
$10.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
3
Top Institutional Owners
View allInvestorReported Balance
- Karpus Management, Inc.$10.44M
- Bulldog Investors, Llp$6.33M
- Pathstone Holdings, Llc$5.67M
- Bank Of America Corp$3.52M
- Commonwealth Equity Services, Llc$1.97M
Related HEQ Institutional Insights:
- HEQ 13F Institutional Holders
- HEQ Top Institutional Shareholders
- HEQ Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HEQ Insider Trading & SEC Form 4 Activity
- HEQ Articles
- Top Institutional Investor Stock Rankings