JHHY vs FDHY overlap
JHHY and FDHY overlap 13.7% by weight, across 90 shared holdings.
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Top shared holdings
| Holding | JHHY | FDHY | Overlap |
|---|---|---|---|
| 1261229 BC Ltd.BHCCN | 0.52% | 0.95% | 0.52% |
| Suncoke EnergySXC | 0.40% | 0.43% | 0.40% |
| Citigroup IncC | 0.57% | 0.39% | 0.39% |
| TGNR IntermediatRCKENE | 0.39% | 0.49% | 0.39% |
| Coreweave Inc.CRWV | 0.43% | 0.38% | 0.38% |
| Danaos Corp.DAC | 0.35% | 0.61% | 0.35% |
| Aptiv Swiss HOLDAPTV | 0.35% | 0.77% | 0.35% |
| Transdigm Inc.TDG | 0.33% | 0.72% | 0.33% |
| Core ScientificCORZ | 0.29% | 0.35% | 0.29% |
| Ithaca Energy NIAECN | 0.47% | 0.29% | 0.29% |
| Talen Energy SUPTLN | 0.29% | 0.53% | 0.29% |
| Novelis Corp.HNDLIN | 0.26% | 0.87% | 0.26% |
| CACI Intl Inc.CACI | 0.26% | 0.26% | 0.26% |
| CVR Partners LPUAN | 0.24% | 0.79% | 0.24% |
| MOSS Creek RESMSSCRK | 0.24% | 0.95% | 0.24% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JHHY, SEC Form N-PORT, June 30, 2026; FDHY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JHHY | FDHY |
|---|---|---|
| Envestnet Asset Management Inc. | $7.9M | $1.0M |
| JPMorgan Chase & Co | $4.7M | $2.0M |
| Jane Street Group, LLC | $1.6M | $704K |
| NewEdge Advisors, LLC | $2.1M | $29K |
| Cetera Investment Advisers | $251K | $1.5M |
| AE Wealth Management LLC | $684 | $59K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: JHHY institutional holders, FDHY institutional holders.
Frequently asked questions
How much do JHHY and FDHY overlap?
13.7% by weight, with 90 holdings in common, using holdings for JHHY as of June 30, 2026 and FDHY as of May 31, 2026. The largest shared position is BHCCN.
Do institutions hold both JHHY and FDHY?
6 Form 13F filers report positions in both, out of 88 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.