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Heartland Express
HTLD

167 hedge funds and large institutions have $1.2B invested in Heartland Express in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

1.71% more ownership

Funds ownership: 59.84% → 61.55% (+1.7%)

1% more funds holding

Funds holding: 165 → 167 (+2)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $1.25B → $1.2B (-$53.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $945K

Holders
167
Holders Change
+2
Holders Change %
+1.21%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
36
Increased
56
Reduced
48
Closed
33
Calls
–
Puts
$945K
Net Calls
-$945K
Net Calls Change
-$1.11M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.6M
2
IECM
Intrinsic Edge Capital Management
Illinois
+$18.6M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$16.9M
4
1C
1060 Capital
Colorado
+$13.2M
5
GP
GLG Partners
United Kingdom
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$19.3M
2
TA
Teachers Advisors
New York
-$10.1M
3
Norges Bank
Norges Bank
Norway
-$8.97M
4
NFA
Nationwide Fund Advisors
Ohio
-$8.96M
5
SCA
Secor Capital Advisors
New York
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$8.25M +$326K +14,458 +4%
GGHC
27
Gilder Gagnon Howe & Co
New York
$8.25M -$210K -9,314 -3%
Bessemer Group
28
Bessemer Group
New Jersey
$7.92M -$1.25M -55,545 -14%
SL
29
SIB LLC
New York
$6M – – –
NRS
30
Neville Rodie & Shaw
New York
$4.99M -$57.5K -2,550 -1%
Citadel Advisors
31
Citadel Advisors
Florida
$4.9M +$1.02M +44,992 +27%
PPA
32
Parametric Portfolio Associates
Washington
$4.41M +$203K +9,000 +5%
Deutsche Bank
33
Deutsche Bank
Germany
$4.37M +$980K +43,445 +30%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$3.82M +$47.4K +2,100 +1%
PP
35
PDT Partners
New York
$3.8M +$463K +20,504 +14%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$3.32M – – –
Two Sigma Advisers
37
Two Sigma Advisers
New York
$3.19M +$131K +5,800 +4%
Morgan Stanley
38
Morgan Stanley
New York
$2.97M +$842K +37,307 +41%
Millennium Management
39
Millennium Management
New York
$2.8M -$19.3M -854,281 -88%
TCIM
40
TIAA CREF Investment Management
New York
$2.74M -$2.13M -94,517 -45%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.68M +$367K +16,258 +16%
SIM
42
Sprucegrove Investment Management
Ontario, Canada
$2.44M – – –
ZIM
43
Zacks Investment Management
Illinois
$2.33M +$2.25M +99,821 New
Legal & General Group
44
Legal & General Group
United Kingdom
$2.3M -$564 -25 -0%
ClearBridge Investments
45
ClearBridge Investments
New York
$2.24M -$858K -38,000 -28%
SEI Investments
46
SEI Investments
Pennsylvania
$2.24M +$418K +18,527 +24%
TA
47
Teachers Advisors
New York
$2.13M -$10.1M -449,266 -83%
Norges Bank
48
Norges Bank
Norway
$2.07M -$8.97M -397,475 -82%
HBT
49
Hills Bank & Trust
Iowa
$1.97M – – –
ASRS
50
Arizona State Retirement System
Arizona
$1.96M +$1.31M +58,038 +224%
1
2
3 4 5

HTLD Hedge Fund Activity: Q4 2017 in Review

167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2017, worth a combined $1.2B — down 4.3% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HTLD positions and 33 closed out — a net gain of 3 holders — while 56 added to existing stakes and 48 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $18.6M. The largest seller was Millennium Management, cutting an estimated $19.3M.

  • 167 institutional investors held Heartland Express (HTLD) as of Q4 2017, up from 165 in Q3 2017.
  • Funds reported $1.2B of Heartland Express stock for Q4 2017, down 4.3% quarter-over-quarter.
  • 36 funds opened new Heartland Express positions in Q4 2017 and 33 closed out, a net change of +3 holders.
  • The largest Heartland Express buyer in Q4 2017 was Balyasny Asset Management, an estimated $18.6M added.
  • The largest Heartland Express seller in Q4 2017 was Millennium Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2017.