Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hancock John Invs Tr (JHI)

38 + Investors. Track Smart Money conviction in JHI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — JHI

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JHI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
34 funds currently hold this stock — 85% of the 3.0-year high of 40 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JHI is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

15 buying15 selling
Last quarter: 15 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 15% new
24 out of 34 hedge funds have held JHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -28%

Value
-27%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~4 new funds/quarter

1 → 3 → 3 → 7 → 4 new funds/Q
New funds entering each quarter: 3 → 3 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 34 holders: 24 (71%) are 2+ year veterans, 4 entered 1–2 years ago, and 6 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
8 of 34 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JHI

In 2026 Q1, 15 hedge funds were net buyers of JHI (4 opened a new position, 11 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 23% of total institutional value in JHI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 34.

Hedge Fund Ownership: JHI

How many hedge funds hold JHI — quarterly history vs. share price
Quarterly hedge fund ownership of JHI vs. share price

Market Analysis: JHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: JHI
38 + Investors

Track Smart Money conviction in JHI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 34 11.76%
13F Shares 3M 3M 5.41%
Total Value $26M $26M 2.77%
New Positions 5 4 +1
Increased Positions 10 11 -1
Closed Positions 1 5 -4
Reduced Positions 11 10 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

38 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JHI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JHI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 0.55% 131,272 $1.7M
2 1607 Capital Partners, LLC 0.41% 350,331 $4.7M
3 Morey & Quinn Wealth Partners, LLC 0.36% 41,477 $552K
4 Robinson Capital Management, LLC 0.17% 28,109 $374K
5 Hoertkorn Richard Charles 0.12% 14,000 $186K
6 Noble Wealth Management PBC 0.11% 18,850 $251K
7 Aviance Capital Partners, LLC 0.05% 36,714 $489K
8 Advisors Asset Management, Inc. 0.05% 231,613 $3.1M
9 Logan Stone Capital, LLC 0.03% 11,969 $159K
10 Capital Investment Advisors, LLC 0.02% 121,797 $1.6M
11 Riverbridge Partners LLC 0.02% 49,133 $654K
12 Guggenheim Capital LLC 0.01% 157,801 $2.1M
13 Invictus Private Wealth, LLC 0.01% 18,029 $240K
14 Stratos Wealth Partners, LTD. 0.01% 45,953 $612K
15 World Investment Advisors 0.00% 23,191 $299K
16 Integrated Wealth Concepts LLC 0.00% 73,973 $985K
17 Hennion & Walsh Asset Management, Inc. 0.00% 10,321 $137K
18 Osaic Holdings, INC. 0.00% 104,254 $1.4M
19 Wolverine Asset Management LLC 0.00% 13,613 $181K
20 NewEdge Advisors, LLC 0.00% 32,554 $434K
21 SHP Wealth Management 0.00% 1,007 $13K
22 Highline Wealth Partners LLC 0.00% 300 $4K
23 IFP Advisors, Inc 0.00% 2,409 $32K
24 Hoey Investments, Inc 0.00% 222 $3K
25 LPL Financial LLC 0.00% 95,077 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hancock John Invs Tr (JHI)

What does the Smart Money Trend signal show for JHI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JHI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JHI?

Slight buying edge — 50% buying: Last quarter: 15 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JHI holders?

Strong quality — 23% AUM from major funds: 8 of 34 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JHI?

71% of holders stayed for 2+ years: 24 out of 34 hedge funds have held JHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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