Vault-13

HANCOCK JOHN INVT TR

TAX ADV GLB SH · CUSIP 41013P749

0 institutional holders -29 vs Q1 2024
—reported value*
0 new 0 added 0 reduced 29 sold out net sold ≈ $13.1m (-2.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 26Q4 22: 26Q1 23: 31Q2 23: 31Q3 23: 29Q4 23: 32Q1 24: 29Q2 24: 00Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202226
Q4 202226
Q1 202331
Q2 202331
Q3 202329
Q4 202332
Q1 202429
Q2 20240

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 14 bought or addedQ4 22: 10 cut or sold outQ4 22Q1 23: 14 bought or addedQ1 23: 7 cut or sold outQ2 23: 21 bought or addedQ2 23: 11 cut or sold outQ2 23Q3 23: 10 bought or addedQ3 23: 17 cut or sold outQ4 23: 11 bought or addedQ4 23: 16 cut or sold outQ4 23Q1 24: 14 bought or addedQ1 24: 13 cut or sold outQ2 24: 0 bought or addedQ2 24: 29 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221410
Q1 2023147
Q2 20232111
Q3 20231017
Q4 20231116
Q1 20241413
Q2 2024029

Biggest buyers

None

Biggest sellers

Almitas Capital LLC Sold out -538,822-538.8k
1607 Capital Partners, LLC Sold out -312,903-312.9k
MORGAN STANLEY Sold out -297,354-297.4k
SIT INVESTMENT ASSOCIATES INC Sold out -294,649-294.6k
ABSOLUTE INVESTMENT ADVISERS, LLC Sold out -287,333-287.3k
OSAIC HOLDINGS, INC. Sold out -92,997-93.0k
Yakira Capital Management, Inc. Sold out -82,101-82.1k
LPL Financial LLC Sold out -77,896-77.9k
UBS Group AG Sold out -77,258-77.3k
HARBOUR INVESTMENTS, INC. Sold out -67,807-67.8k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change