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Heartland Express
HTLD

161 hedge funds and large institutions have $954M invested in Heartland Express in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $891M → $954M (+$62.9M)

5% more funds holding

Funds holding: 154 → 161 (+7)

44% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 72

Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
20
Increased
40
Reduced
72
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Aberdeen Asset Management
United Kingdom
+$17.4M
2
NI
Nuance Investments
Missouri
+$12.2M
3
PIM
Perkins Investment Management
Illinois
+$11.7M
4
BA
BlackRock Advisors
Delaware
+$6.83M
5
FHAM
Folger Hill Asset Management
New York
+$6.07M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$13.9M
2
BFA
BlackRock Fund Advisors
California
-$8.57M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.02M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$5.31M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$4.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$5.92M -$1.92M -102,525 -25%
Citadel Advisors
27
Citadel Advisors
Florida
$5.53M +$5.49M +293,091 New
SL
28
SIB LLC
New York
$4.86M – – –
Charles Schwab
29
Charles Schwab
California
$4.77M -$63.8K -3,405 -1%
NRS
30
Neville Rodie & Shaw
New York
$4.37M -$71.5K -3,816 -2%
Norges Bank
31
Norges Bank
Norway
$4.03M -$1.77M -94,203 -30%
BIM
32
BlackRock Investment Management
Delaware
$3.62M -$131K -7,004 -4%
PPA
33
Parametric Portfolio Associates
Washington
$3.58M +$122K +6,528 +4%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$3.23M -$289K -15,400 -8%
ESCM
35
Echo Street Capital Management
New York
$3.05M +$3.03M +161,560 New
CC
36
Cipher Capital
New York
$2.99M +$703K +37,503 +31%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$2.9M -$224K -11,939 -7%
Goldman Sachs
38
Goldman Sachs
New York
$2.88M +$1.17M +62,338 +69%
Bank of America
39
Bank of America
North Carolina
$2.58M -$2.27M -121,037 -47%
SIM
40
Sprucegrove Investment Management
Ontario, Canada
$2.54M +$61.8K +3,300 +3%
ClearBridge Investments
41
ClearBridge Investments
New York
$2.53M – – –
GAM
42
Gotham Asset Management
New York
$2.33M -$916K -48,856 -28%
Millennium Management
43
Millennium Management
New York
$2.32M +$1.67M +88,944 +260%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.84M +$16.9K +900 +0.9%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.81M +$101K +5,370 +6%
Deutsche Bank
46
Deutsche Bank
Germany
$1.6M -$1.16M -61,961 -42%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.54M +$168K +8,964 +12%
Prudential Financial
48
Prudential Financial
New Jersey
$1.53M -$1.24M -65,910 -45%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.52M -$45K -2,400 -3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.44M -$93.7K -5,000 -6%
1
2
3 4 5

HTLD Hedge Fund Activity: Q3 2016 in Review

161 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2016, worth a combined $954M — up 7.1% from $891M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HTLD positions and 13 closed out — a net gain of 7 holders — while 40 added to existing stakes and 72 trimmed.

The largest buyer was Aberdeen Asset Management, opening a new position worth an estimated $17.4M. The largest seller was Jennison Associates, exiting entirely with an estimated $13.9M sold.

  • 161 institutional investors held Heartland Express (HTLD) as of Q3 2016, up from 154 in Q2 2016.
  • Funds reported $954M of Heartland Express stock for Q3 2016, up 7.1% quarter-over-quarter.
  • 20 funds opened new Heartland Express positions in Q3 2016 and 13 closed out, a net change of +7 holders.
  • The largest Heartland Express buyer in Q3 2016 was Aberdeen Asset Management, an estimated $17.4M added.
  • The largest Heartland Express seller in Q3 2016 was Jennison Associates, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2016.