Who owns JHHY
Which tracked institutional funds hold JHHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JHHY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
6 tracked funds added or opened JHHY while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JHHY’s largest tracked holder by dollar value, MANUFACTURERS LIFE INSURANCE COMPANY, THE, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JHHY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 18 tracked filers holding JHHY, 13 increased or opened the position and 7 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JHHY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- NICOLET BANKSHARES INC$10M
- JANE STREET GROUP, LLC$2M
Full exits 1
- CITADEL ADVISORS LLC$2M
Largest adds
- NewEdge Advisors, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- DAYMARK WEALTH PARTNERS, LLC$795K
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$538K
Largest trims
- Kensington Asset Management, LLC$4M
- MARATHON ASSET MANAGEMENT LP$612K
- JPMORGAN CHASE & CO$510K
- AE Wealth Management LLC$318K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,471,000 | $63M | 56.5% | 2026-Q2 |
| NICOLET BANKSHARES INC new | 408,702 | $10M | 9.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 310,234 | $8M | 7.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 288,616 | $7M | 6.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 181,810 | $5M | 4.2% | 2026-Q2 |
| NewEdge Wealth, LLC added | 171,022 | $4M | 3.9% | 2026-Q2 |
| MARATHON ASSET MANAGEMENT LP trimmed | 100,000 | $3M | 2.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 81,967 | $2M | 1.9% | 2026-Q2 |
| Simplicity Wealth,LLC added | 75,692 | $2M | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 62,673 | $2M | 1.4% | 2026-Q2 |
| &PARTNERS added | 52,301 | $1M | 1.2% | 2026-Q2 |
| Kensington Asset Management, LLC trimmed | 25,281 | $646K | 0.6% | 2026-Q2 |
| CoreCap Advisors, LLC added | 20,938 | $535K | 0.5% | 2026-Q2 |
| SigFig Wealth Management, LLC new | 16,040 | $410K | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 13,434 | $343K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers new | 9,821 | $251K | 0.2% | 2026-Q2 |
| Sunrise Financial Services, LLC new | 78 | $2K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 27 | $684 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 66,635 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 7,872 | $206K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| ORG Partners LLC trimmed | 3,508 | $91K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC | 1,867 | $47K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OSAIC HOLDINGS, INC. trimmed | 291 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 89 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.