Balyasny Asset Management
HTD

Balyasny Asset Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Balyasny Asset Management’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,984
Closed -$223K – 3294
2025
Q3 		$223K Buy
+8,984
New +$218K ﹤0.01% 2696

Other funds holding HTD

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Invesco
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Balyasny Asset Management's HTD Position: Q4 2025 in Review

Balyasny Asset Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2025, closing a stake of 8,984 shares — an estimated $223K sold.

Balyasny Asset Management first reported a position in HTD in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 94 funds tracked by Wall St. Rank hold HTD as of Q4 2025.

  • Balyasny Asset Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 8,984 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2025, an estimated $223K.
  • Balyasny Asset Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2025 and held it in 1 quarter.
  • Balyasny Asset Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $223K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.