Heartland Express
HTLD
163 hedge funds and large institutions have $931M invested in Heartland Express in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 17 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 52
0.55% more ownership
Funds ownership: 61.55% → 62.11% (+0.55%)
2% less funds holding
Funds holding: 167 → 163 (-4)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
19% less call options, than puts
Call options by funds: $1.06M | Put options by funds: $1.31M
22% less capital invested
Capital invested by funds: $1.2B → $931M (-$266M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$25.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19.6M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$6.32M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$5.58M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$16.7M |
| 2 |
O
OppenheimerFunds
New York
|
-$14.7M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$12.9M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$8.25M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$3.66M |
HTLD Hedge Fund Activity: Q1 2018 in Review
163 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2018, worth a combined $931M — down 22% from $1.2B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HTLD and 15 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 65 added.
The largest buyer was American Century Companies, adding an estimated $25.7M. The largest seller was Intrinsic Edge Capital Management, cutting an estimated $16.7M.
- 163 institutional investors held Heartland Express (HTLD) as of Q1 2018, down from 167 in Q4 2017.
- Funds reported $931M of Heartland Express stock for Q1 2018, down 22% quarter-over-quarter.
- 15 funds opened new Heartland Express positions in Q1 2018 and 17 closed out, a net change of -2 holders.
- The largest Heartland Express buyer in Q1 2018 was American Century Companies, an estimated $25.7M added.
- The largest Heartland Express seller in Q1 2018 was Intrinsic Edge Capital Management, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2018.