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Heartland Express
HTLD

169 hedge funds and large institutions have $1.03B invested in Heartland Express in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

60.91% more ownership

Funds ownership: 0% → 60.91% (+61%)

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $954M → $1.03B (+$77.7M)

5% more funds holding

Funds holding: 161 → 169 (+8)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
4.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
26
Increased
57
Reduced
47
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
+$27.6M
2
NI
Nuance Investments
Missouri
+$12.8M
3
BFA
BlackRock Fund Advisors
California
+$8.04M
4
AAM
Aberdeen Asset Management
United Kingdom
+$7.04M
5
State Street
State Street
Massachusetts
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
RCI
Redwood Capital Investments
Maryland
-$35.5M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$15.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$6.47M
5
GKIM
GW&K Investment Management
Massachusetts
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$6.47M +$86K +4,282 +1%
Charles Schwab
27
Charles Schwab
California
$5.46M +$309K +15,392 +6%
SL
28
SIB LLC
New York
$5.24M – – –
Norges Bank
29
Norges Bank
Norway
$4.69M +$136K +6,788 +3%
BIM
30
BlackRock Investment Management
Delaware
$4.67M +$753K +37,465 +20%
NRS
31
Neville Rodie & Shaw
New York
$4.64M -$68.9K -3,429 -1%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$3.55M +$2.39M +119,097 +216%
Goldman Sachs
33
Goldman Sachs
New York
$3.4M +$295K +14,660 +10%
PPA
34
Parametric Portfolio Associates
Washington
$3.37M -$484K -24,099 -13%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$3.28M -$195K -9,700 -6%
Bank of America
36
Bank of America
North Carolina
$3.24M +$462K +22,976 +17%
CC
37
Cipher Capital
New York
$3.21M -$15.8K -784 -0.5%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$3.1M -$32.1K -1,600 -1%
Morgan Stanley
39
Morgan Stanley
New York
$3.03M +$2.76M +137,532 +1,198%
GAM
40
Gotham Asset Management
New York
$3M +$480K +23,874 +19%
ClearBridge Investments
41
ClearBridge Investments
New York
$2.73M – – –
TCIM
42
TIAA CREF Investment Management
New York
$2.44M -$523K -26,048 -18%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$2.44M +$2.4M +119,600 New
JP Morgan Chase
44
JP Morgan Chase
New York
$2.35M +$1.36M +67,818 +143%
SIM
45
Sprucegrove Investment Management
Ontario, Canada
$2.2M -$538K -26,773 -20%
Deutsche Bank
46
Deutsche Bank
Germany
$2.09M +$358K +17,795 +21%
BG
47
BlackRock Group
United Kingdom
$2.06M +$585K +29,132 +41%
Two Sigma Investments
48
Two Sigma Investments
New York
$2.04M +$2.01M +100,003 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.99M +$44.2K +2,198 +2%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.93M -$50.2K -2,500 -3%
1
2
3 4 5

HTLD Hedge Fund Activity: Q4 2016 in Review

169 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2016, worth a combined $1.03B — up 8.2% from $954M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTLD positions and 16 closed out — a net gain of 10 holders — while 57 added to existing stakes and 47 trimmed.

The largest buyer was Perkins Investment Management, adding an estimated $27.6M. The largest seller was Redwood Capital Investments, cutting an estimated $35.5M.

  • 169 institutional investors held Heartland Express (HTLD) as of Q4 2016, up from 161 in Q3 2016.
  • Funds reported $1.03B of Heartland Express stock for Q4 2016, up 8.2% quarter-over-quarter.
  • 26 funds opened new Heartland Express positions in Q4 2016 and 16 closed out, a net change of +10 holders.
  • The largest Heartland Express buyer in Q4 2016 was Perkins Investment Management, an estimated $27.6M added.
  • The largest Heartland Express seller in Q4 2016 was Redwood Capital Investments, an estimated $35.5M sold.

Based on aggregated 13F filings for Q4 2016.