# HANCOCK JOHN INVT TR (HTY)

> Institutional ownership reported to the SEC as of Q1 2024, from Form 13F filings. Source: https://holderbook.com/stocks/HTY/

- Reporting holders: 28
- Reported value: $13.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Almitas Capital LLC](https://holderbook.com/funds/1596468-almitas-capital-llc/) | $2.8M | 538,822 | 1.2% | 2 |
| [1607 Capital Partners, LLC](https://holderbook.com/funds/1436866-1607-capital-partners-llc/) | $1.6M | 312,903 | 0.1% | 7 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $1.6M | 297,354 | 0.0% | 26 |
| [SIT INVESTMENT ASSOCIATES INC](https://holderbook.com/funds/769317-sit-investment-associates-inc/) | $1.5M | 294,649 | 0.0% | 2 |
| [ABSOLUTE INVESTMENT ADVISERS, LLC](https://holderbook.com/funds/1316187-absolute-investment-advisers-llc/) | $1.5M | 287,333 | 0.2% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $487.0K | 92,997 | 0.0% | 17 |
| [Yakira Capital Management, Inc.](https://holderbook.com/funds/1584639-yakira-capital-management-inc/) | $429.8K | 82,101 | 0.1% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $407.8K | 77,896 | 0.0% | 22 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $404.4K | 77,258 | 0.0% | 22 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $355.0K | 67,807 | 0.0% | 12 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1447578-rivernorth-capital-management-llc/) | $342.7K | 65,409 | 0.0% | 2 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $203.0K | 38,766 | 0.0% | 22 |
| [NWF Advisory Services Inc.](https://holderbook.com/funds/2045735-nwf-advisory-services-inc/) | $195.3K | 37,300 | 0.0% | 5 |
| [GUGGENHEIM CAPITAL LLC](https://holderbook.com/funds/1283072-guggenheim-capital-llc/) | $173.7K | 33,148 | 0.0% | 6 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $151.4K | 28,915 | 0.0% | 22 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $140.8K | 26,900 | 0.0% | 1 |
| [AlphaMark Advisors, LLC](https://holderbook.com/funds/1348183-alphamark-advisors-llc/) | $127.0K | 24,250 | 0.0% | 15 |
| [AVANTAX ADVISORY SERVICES, INC.](https://holderbook.com/funds/1303042-avantax-advisory-services-inc/) | $104.2K | 19,912 | 0.0% | 5 |
| [Epoch Investment Partners, Inc.](https://holderbook.com/funds/1305841-epoch-investment-partners-inc/) | $102.5K | 19,577 | 0.0% | 9 |
| [Atomi Financial Group, Inc.](https://holderbook.com/funds/1978879-atomi-financial-group-inc/) | $89.5K | 17,098 | 0.0% | 5 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $78.0K | 14,900 | 0.0% | 10 |
| [Atria Wealth Solutions, Inc.](https://holderbook.com/funds/1927543-atria-wealth-solutions-inc/) | $54.9K | 10,488 | 0.0% | 3 |
| [Samalin Investment Counsel, LLC](https://holderbook.com/funds/1544366-samalin-investment-counsel-llc/) | $54.3K | 10,371 | 0.0% | 18 |
| [Cornerstone Advisors, LLC](https://holderbook.com/funds/1775446-cornerstone-advisors-llc/) | $50.9K | 9,732 | 0.0% | 4 |
| [CIBC Private Wealth Group, LLC](https://holderbook.com/funds/1298088-cibc-private-wealth-group-llc/) | $39.1K | 7,500 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2024 | 28 | $13.1M |
| Q4 2023 | 31 | $10.3M |
| Q3 2023 | 28 | $7.6M |
| Q2 2023 | 30 | $8.1M |
| Q1 2023 | 30 | $7.3M |
| Q4 2022 | 25 | $6.8M |
| Q3 2022 | 24 | $4.3M |
| Q2 2022 | 23 | $4.1M |
| Q1 2022 | 19 | $4.5M |
| Q4 2021 | 17 | $4.7M |
| Q3 2021 | 18 | $6.6M |
| Q2 2021 | 22 | $14.1M |