Hancock John Invs Tr (JHI): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of JHI (all 13F filers)
- SIT Investment Associates782 KType not verified+157 K
- 1607 Capital Partners350 KType not verified−165 K
- Advisors Asset Management232 KType not verified+28 K
- Guggenheim Capital158 KType not verified+1,410
- Morgan Stanley137 KBank or trading desk−1,965
- Shaker Financial Services131 KType not verified+9,694
- Invesco127 KInvestment firm−2,766
- Capital Investment Advisors122 KType not verified−1,359
- Osaic Holdings104 KWealth adviser+48 K
- LPL Financial95 KWealth adviser−4,787
- Shares
- 782 K
- Change
- +157 K
See more
- Type
- Type not verified
- Value
- $10.4M
- Shares
- 350 K
- Change
- −165 K
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- Type
- Type not verified
- Value
- $4.7M
- Shares
- 232 K
- Change
- +28 K
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- Type
- Type not verified
- Value
- $3.1M
- Shares
- 158 K
- Change
- +1,410
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- Type
- Type not verified
- Value
- $2.1M
- Shares
- 137 K
- Change
- −1,965
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- Type
- Bank or trading desk
- Value
- $1.8M
- Shaker Financial Services
- Shares
- 131 K
- Change
- +9,694
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- Type
- Type not verified
- Value
- $1.7M
- Shares
- 127 K
- Change
- −2,766
See more
- Type
- Investment firm
- Value
- $1.7M
- Shares
- 122 K
- Change
- −1,359
See more
- Type
- Type not verified
- Value
- $1.6M
- Shares
- 104 K
- Change
- +48 K
See more
- Type
- Wealth adviser
- Value
- $1.4M
- Shares
- 95 K
- Change
- −4,787
See more
- Type
- Wealth adviser
- Value
- $1.3M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- SIT Investment Associates10.2%13G · amendmentfiling ↗Event: Oct 30, 2026 · filed: Nov 5, 2026
- 1607 Capital Partners4.01%(fell below 5%)13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Aug 14, 2026
- First Trust Portfolios4.79%(fell below 5%)13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 30, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗