Heartland Express
HTLD
146 hedge funds and large institutions have $824M invested in Heartland Express in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 24 closing their positions.
35% more capital invested
Capital invested by funds: $609M → $824M (+$215M)
4% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 24
1% more funds holding
Funds holding: 145 → 146 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$15.1M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$10.9M |
| 3 |
SAM
Scopus Asset Management
New York
|
+$8.2M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$7.65M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$43.7M |
| 2 |
Jennison Associates
New York
|
-$16.6M |
| 3 |
RA
Royce & Associates
New York
|
-$5.44M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$5.34M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$3.98M |
HTLD Hedge Fund Activity: Q4 2013 in Review
146 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2013, worth a combined $824M — up 35% from $609M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HTLD positions and 24 closed out — a net gain of 1 holder — while 47 added to existing stakes and 50 trimmed.
The largest buyer was Fisher Asset Management, opening a new position worth an estimated $15.1M. The largest seller was American Century Companies, cutting an estimated $43.7M.
- 146 institutional investors held Heartland Express (HTLD) as of Q4 2013, up from 145 in Q3 2013.
- Funds reported $824M of Heartland Express stock for Q4 2013, up 35% quarter-over-quarter.
- 25 funds opened new Heartland Express positions in Q4 2013 and 24 closed out, a net change of +1 holder.
- The largest Heartland Express buyer in Q4 2013 was Fisher Asset Management, an estimated $15.1M added.
- The largest Heartland Express seller in Q4 2013 was American Century Companies, an estimated $43.7M sold.
Based on aggregated 13F filings for Q4 2013.