John Hancock Diversified Income Fund(HEQ)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- Exchange
- XNYS
- Market Cap
- $0.1B
John Hancock Hedged Equity & Income Fund is a closed-end management investment company. Its investment objective is to provide total return, with a focus on current income and gains, and to include long-term capital appreciation. It invests in various sectors such as financials, consumer discretionary, information technology, energy, healthcare, materials, real estate, consumer staples, short-term investments, and others.
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +0.18% | 6 |
| Feb | +1.08% | 6 |
| Mar | -1.28% | 6 |
| Apr | -0.35% | 6 |
| May | +1.83% | 6 |
| Jun | -2.04% | 6 |
| Jul | +1.47% | 5 |
| Aug | +0.33% | 5 |
| Sep | -3.52% | 5 |
| Oct | -1.56% | 5 |
| Nov | +3.89% | 5 |
| Dec | -3.41% | 5 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR25 and BF25 from the live options chain. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Enter a ticker to render the implied volatility surface.
- Beta (1Y vs SPY)
- 0.52
- Correlation (SPY)
- 55.3%
- R²
- 0.31
- Ann. Volatility
- 11.5%
- SPY Volatility
- 12.3%
Low volatility - stock moves less than market
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-05-07 | Christine Hurtsellers | Director | Buy (P) | +1,037 | $11.57 | $12.0K | EDGAR |
| 2026-01-27 | Kenneth J Phelan | Director | Buy (P) | +905 | $11.10 | $10.0K | EDGAR |
| 2025-04-09 | Thomas Rowe Wright | Director | Buy (P) | +1,139 | $9.70 | $11.0K | EDGAR |
| 2025-01-15 | William K Bacic | Buy (P) | +986 | $10.33 | $10.2K | EDGAR | |
| 2024-12-26 | Noni L Ellison | Buy (P) | +1,070 | $10.54 | $11.3K | EDGAR | |
| 2024-01-04 | Dean Garfield | Director | Buy (P) | +1,381 | $11.63 | $16.1K | EDGAR |
| 2023-10-16 | Noni L Ellison | Director | Buy (P) | +1,153 | $9.56 | $11.0K | EDGAR |
| 2022-08-09 | STEVEN R PRUCHANSKY | Sell (S) | −2,014 | $12.57 | -$25.3K | EDGAR | |
| 2020-11-18 | FRANCES G RATHKE | Buy (P) | +910 | $10.98 | $10.0K | EDGAR | |
| 2016-10-03 | HASSELL H MCCLELLAN | Sell (S) | −64 | $16.05 | -$1.0K | EDGAR | |
| 2016-01-04 | James Boyle | Buy (P) | +1,060 | $14.16 | $15.0K | EDGAR | |
| 2014-01-09 | STEVEN R PRUCHANSKY | Buy (P) | +300 | $17.53 | $5.3K | EDGAR | |
| 2013-11-12 | GRACE K FEY | Sell (S) | −39 | $17.00 | -$663 | EDGAR | |
| 2013-11-07 | HASSELL H MCCLELLAN | Buy (P) | +648 | $16.93 | $11.0K | EDGAR | |
| 2013-04-09 | Charles L Bardelis | Buy (P) | +100 | $16.40 | $1.6K | EDGAR |
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Noni Ellison McKee | Director | 2,252 | $25.8K | $22.3K | 2 | 2024-12-26 |
| 2 | Dean Garfield | Director | 1,381 | $15.8K | $16.1K | 1 | 2024-01-04 |
| 3 | Craig Bromley | 1,250 | $14.3K | $21.0K | 1 | 2013-04-02 | |
| 4 | Thomas Rowe Wright | Director | 1,139 | $13.1K | $11.0K | 1 | 2025-04-09 |
| 5 | CHARLES L LADNER | 1,100 | $12.6K | $19.8K | 1 | 2011-08-18 | |
| 6 | James Boyle | 1,060 | $12.1K | $15.0K | 1 | 2016-01-04 | |
| 7 | Christine Hurtsellers | Director | 1,035 | $11.9K | $12.0K | 1 | 2026-05-07 |
| 8 | William K Bacic | 986 | $11.3K | $10.2K | 1 | 2025-01-15 | |
| 9 | FRANCES G RATHKE | 910 | $10.4K | $10.0K | 1 | 2020-11-18 | |
| 10 | Kenneth J Phelan | Director | 905 | $10.4K | $10.0K | 1 | 2026-01-27 |
| 11 | John G Vrysen | 900 | $10.3K | $15.5K | 3 | 2011-10-04 | |
| 12 | Gregory A Russo | 811 | $9.3K | $15.0K | 2 | 2013-01-17 | |
| 13 | HASSELL H MCCLELLAN | 808 | $9.3K | $9.9K | 2 | 2016-10-03 | |
| 14 | Charles L Bardelis | 714 | $8.2K | $6.6K | 2 | 2013-04-09 | |
| 15 | Deborah C Jackson | 670 | $7.7K | $10.3K | 2 | 2011-11-02 | |
| 16 | WILLIAM H DR CUNNINGHAM | 636 | $7.3K | $10.0K | 2 | 2012-10-25 | |
| 17 | GRACE K FEY | 621 | $7.1K | -$663 | 1 | 2013-11-12 | |
| 18 | STEVEN R PRUCHANSKY | 589 | $6.8K | -$5.0K | 4 | 2022-08-09 | |
| 19 | PETER S BURGESS | 585 | $6.7K | $12.0K | 1 | 2012-12-26 | |
| 20 | JOHN A /MA/ MOORE | 250 | $2.9K | $5.0K | 1 | 2011-06-29 | |
| 21 | Stanley Martin | 200 | $2.3K | $3.3K | 1 | 2012-02-09 |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.