QC
HEQ

Quantedge Capital’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Quantedge Capital’s Portfolio HEQ Stock Details HEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,770
Closed -$130K – 131
2024
Q4 		$130K Sell
12,770
-5,100
-29% -$55K 0.05% 129
2024
Q3 		$196K Buy
17,870
+450
+3% +$4.78K 0.06% 171
2024
Q2 		$181K Buy
17,420
+5,946
+52% +$60.8K 0.07% 172
2024
Q1 		$120K Sell
11,474
-1,800
-14% -$18.3K 0.05% 110
2023
Q4 		$133K Buy
+13,274
New +$128K 0.07% 106
2021
Q2 		– Sell
-10,400
Closed -$125K – 169
2021
Q1 		$125K Buy
+10,400
New +$121K 0.1% 87

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Quantedge Capital's HEQ Position: Q1 2025 in Review

Quantedge Capital sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2025, closing a stake of 12,770 shares — an estimated $130K sold.

Quantedge Capital first reported a position in HEQ in Q1 2021 and held it in 6 quarters. The position peaked at $196K in Q3 2024. 32 funds tracked by Wall St. Rank hold HEQ as of Q1 2025.

  • Quantedge Capital reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2025 after selling out during the quarter.
  • Quantedge Capital sold 12,770 John Hancock Hedged Equity & Income Fund shares in Q1 2025, an estimated $130K.
  • Quantedge Capital first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2021 and held it in 6 quarters.
  • Quantedge Capital's John Hancock Hedged Equity & Income Fund position peaked at $196K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2025.

Based on Quantedge Capital's 13F filing for Q1 2025, filed 15 May 2025.