Verition Fund Management
HEQ

Verition Fund Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Verition Fund Management’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
2026
Q1 		– Sell
-36,559
Closed -$393K – 2833
2025
Q4 		$393K Buy
36,559
+10,000
+38% +$108K ﹤0.01% 2839
2025
Q3 		$283K Buy
+26,559
New +$282K ﹤0.01% 3326

Other funds holding HEQ

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Verition Fund Management's HEQ Position: Q1 2026 in Review

Verition Fund Management sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2026, closing a stake of 36,559 shares — an estimated $393K sold.

Verition Fund Management first reported a position in HEQ in Q3 2025 and held it in 2 quarters. The position peaked at $393K in Q4 2025. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • Verition Fund Management reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 36,559 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $393K.
  • Verition Fund Management first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2025 and held it in 2 quarters.
  • Verition Fund Management's John Hancock Hedged Equity & Income Fund position peaked at $393K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.