HEQ on NYSE

John Hancock Diversified Income Fund

John Hancock Diversified Income Fund is a fund registered in the United States, based in Boston, active since 2011.2 Its shares trade on NYSE under the symbol HEQ.2

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Last updated Oct 21, 2026.

Overview

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  • TickerHEQ on NYSE2
  • HeadquartersBoston, United States2
  • Incorporated inMA3
  • Business addressC/O John Hancock Funds, 200 Berkeley Street, Boston, Ma 021163
  • Legal formFund2
  • Kind of organizationFund2
  • LEITXPTLN9B34V0S0MTR0712
  • StatusActive2
  • LEI statusIssued and current2
  • Registered address601 CONGRESS ST., 02210 Boston, United States2
  • Registered withSecurities and Exchange Commission, 00014967492

Corporate structure

John Hancock Diversified Income Fund sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of John Hancock Diversified Income Fund

  • Karpus Management, Inc. Filed SCHEDULE 13G on John Hancock Diversified Income Fund, latest Aug 14, 2026
  • FIRST TRUST PORTFOLIOS LP Filed SCHEDULE 13G/A on John Hancock Diversified Income Fund, latest Jul 14, 2026 (7 filings since Jan 24, 2022)
  • Morgan Stanley Filed SC 13G/A on John Hancock Diversified Income Fund, latest Dec 8, 2023 (3 filings since Feb 10, 2022)
  • John Hancock Diversified Income Fund Boston, Massachusetts, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led John Hancock Diversified Income Fund, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (92)

Former names

  • John Hancock Hedged Equity & Income FundJul 16, 2010 to Mar 11, 20253

Timeline

  1. May 23, 2023New chief executive Kristie Feinberg becomes CEO4
  2. May 26, 2011Founded John Hancock Diversified Income Fund is founded2
  3. May 24, 2011New chief executive Keith F. Hartstein becomes CEO5

Filings

104 filings to the SEC since October 2021: 42 insider forms, 11 large holders, 51 other. The latest 20:

  1. Oct 13, 20263 PRIMARY DOCUMENT EDGAR
  2. Sep 28, 20263 PRIMARY DOCUMENT EDGAR
  3. Aug 27, 2026NPORT-P EDGAR
  4. Aug 24, 2026N-CSRS EDGAR
  5. Aug 14, 2026SCHEDULE 13G EDGAR
  6. Aug 5, 2026N-PX EDGAR
  7. Jul 22, 20264 PRIMARY DOCUMENT EDGAR
  8. Jul 14, 2026SCHEDULE 13G/A EDGAR
  9. Jul 10, 20263 PRIMARY DOCUMENT EDGAR
  10. Jul 8, 20263 PRIMARY DOCUMENT EDGAR
  11. May 29, 2026NPORT-P EDGAR
  12. May 7, 20264 PRIMARY DOCUMENT EDGAR
  13. May 1, 202640-17G JOHN HANCOCK DIVERSIFIED INCOME FUND EDGAR
  14. Apr 14, 2026SCHEDULE 13G/A EDGAR
  15. Mar 11, 2026N-CEN EDGAR
  16. Feb 27, 2026NPORT-P EDGAR
  17. Feb 26, 2026N-CSR EDGAR
  18. Jan 27, 20264 PRIMARY DOCUMENT EDGAR
  19. Jan 22, 20263 PRIMARY DOCUMENT EDGAR
  20. Jan 22, 20263 PRIMARY DOCUMENT EDGAR

The 104 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

9 open-market trades by officers, directors and large owners since October 2021: 8 buys and 1 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jul 22, 2026Bacic William KBuy308$11.48$3.5KForm 4
May 6, 2026Hurtsellers ChristineDirectorBuy1,037$11.57$12.0KForm 4
Jan 27, 2026Phelan Kenneth JDirectorBuy905$11.10$10.0KForm 4
Apr 8, 2025Wright Thomas RoweDirectorBuy1,139$9.70$11.0KForm 4
Jan 14, 2025Bacic William KBuy986$10.33$10.2KForm 4
Dec 23, 2024Ellison Noni LBuy1,070$10.54$11.3KForm 4
Jan 2, 2024Garfield DeanDirectorBuy1,381$11.63$16.1KForm 4
Oct 12, 2023Ellison Noni LBuy1,153$9.56$11.0KForm 4
Aug 5, 2022PRUCHANSKY STEVEN RSale2,014$12.57$25.3KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 36. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Karpus Management, Inc.909,620$10.4M0.3%+391,119
Bulldog Investors, LLP550,968$6.3M1.4%−7,323
Bank Of America Corp /de/306,653$3.5M0.0%+2,132
Pathstone Holdings, LLC232,244$2.7M0.0%−289,797
Commonwealth Equity Services, LLC171,821$2.0M0.0%+17,711
Invesco Ltd.159,131$1.8M0.0%+28,470
Envestnet Asset Management Inc154,332$1.8M0.0%+16,864
Principal Securities, Inc.153,377$1.8M0.0%+6,100
Morgan Stanley142,939$1.6M0.0%−4,782
Blue Bell Private Wealth Management, LLC109,712$1.3M0.2%+378
1607 Capital Partners, LLC79,413$911.7K0.1%−54,496
Wells Fargo & Company/mn68,337$784.5K0.0%+359
Kovack Advisors, Inc.64,341$739.8K0.0%+3,741
Ameriprise Financial Inc59,744$685.9K0.0%−19,631
Kestra Advisory Services, LLC44,860$515.0K0.0%+6,397
&partners44,498$510.8K0.0%+3,999
Royal Bank Of Canada43,382$498.0K0.0%−2,927
LPL Financial LLC40,936$469.9K0.0%−1,947
Sax Wealth Advisors, LLC33,953$368.7K0.0%No change
Raymond James Financial Inc31,866$365.8K0.0%+203
Osaic Holdings, Inc.27,754$318.6K0.0%+3,576
Dakota Wealth Management25,770$295.8K0.0%New
Shaker Financial Services, LLC25,429$291.9K0.1%−2,552
Cetera Investment Advisers19,431$223.1K0.0%+907
XTX Topco Ltd17,333$199.0K0.0%New

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How John Hancock Diversified Income Fund is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARJohn Hancock Diversified Income Fund1
  • CIK0001496749
  • Incorporated inMassachusetts1
  • Fiscal year endsOctober 311
  • Business addressC/O John Hancock Funds, 200 Berkeley Street, Boston, MA 021161
  • Phone800-344-10291
  • On EDGAR sinceJul 16, 20101
  • Filings401 in all: 3 (140), 4 (55), NPORT-P (28), SC 13G/A (20), N-CSR (16), N-PX (16), 40-17G (15), N-CSRS (15)1
    All 31 form types

    N-Q (15), DEF 14A (14), DEFA14A (9), N-CEN (8), NSAR-B (8), NSAR-A (7), CORRESP (5), 3/A (4), SC 13G (4), SCHEDULE 13G/A (4), 40-17G/A (3), N-2/A (3), NSAR-B/A (2), 144 (1), 497 (1), 8-A12B (1), CERTNYS (1), EFFECT (1), N-2 (1), N-8A (1), NPORT-EX (1), SCHEDULE 13G (1), UPLOAD (1)

  • Latest filingsProxy statement (DEF 14A) Dec 11, 2025

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