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Heartland Express
HTLD

157 hedge funds and large institutions have $901M invested in Heartland Express in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

0.68% less ownership

Funds ownership: 60.77% → 60.09% (-0.68%)

4% less funds holding

Funds holding: 163 → 157 (-6)

8% less capital invested

Capital invested by funds: $982M → $901M (-$81.3M)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

94% less call options, than puts

Call options by funds: $1K | Put options by funds: $18K

Holders
157
Holders Change
-6
Holders Change %
-3.68%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
49
Reduced
47
Closed
26
Calls
$1K
Puts
$18K
Net Calls
-$17K
Net Calls Change
-$21K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$10.7M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$2.42M
3
DIA
Dean Investment Associates
Ohio
+$1.73M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.48M
5
BlackRock
BlackRock
New York
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$11.8M
2
Millennium Management
Millennium Management
New York
-$8.41M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.66M
4
State Street
State Street
Massachusetts
-$1.49M
5
Ameriprise
Ameriprise
Minnesota
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$3.15M – – –
Two Sigma Advisers
27
Two Sigma Advisers
New York
$2.61M +$236K +12,400 +10%
New York State Teachers Retirement System (NYSTRS)
28
New York State Teachers Retirement System (NYSTRS)
New York
$2.55M -$55.3K -2,900 -2%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$2.47M +$444K +23,293 +21%
DCM
30
Dean Capital Management
Kansas
$2.46M +$756K +39,685 +42%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$2.2M -$190K -9,986 -8%
Invesco
32
Invesco
Georgia
$2.1M +$2.34K +123 +0.1%
Legal & General Group
33
Legal & General Group
United Kingdom
$2.09M +$92.1K +4,832 +4%
First Trust Advisors
34
First Trust Advisors
Illinois
$1.91M -$456K -23,908 -19%
Morgan Stanley
35
Morgan Stanley
New York
$1.88M -$68.2K -3,577 -3%
SIM
36
Sprucegrove Investment Management
Ontario, Canada
$1.85M – – –
TA
37
Teachers Advisors
New York
$1.79M +$71K +3,724 +4%
ClearBridge Investments
38
ClearBridge Investments
New York
$1.74M -$1.64K -86 -0.1%
TCIM
39
TIAA CREF Investment Management
New York
$1.72M -$46.7K -2,453 -3%
Deutsche Bank
40
Deutsche Bank
Germany
$1.62M -$800K -41,963 -32%
HBT
41
Hills Bank & Trust
Iowa
$1.55M – – –
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$1.54M -$95.3K -5,000 -6%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.46M – – –
Prudential Financial
44
Prudential Financial
New Jersey
$1.44M -$14.4K -755 -1%
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.39M – – –
Wells Fargo
46
Wells Fargo
California
$1.38M +$843K +44,258 +144%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.35M +$40.7K +2,136 +3%
ASRS
48
Arizona State Retirement System
Arizona
$1.34M +$80.9K +4,246 +6%
Renaissance Technologies
49
Renaissance Technologies
New York
$1.24M +$1.29M +67,733 New
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$1.13M +$923K +48,434 +371%
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HTLD Hedge Fund Activity: Q4 2018 in Review

157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2018, worth a combined $901M — down 8.3% from $982M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of HTLD and 20 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 49 added.

The largest buyer was Franklin Resources, adding an estimated $10.7M. The largest seller was Aberdeen Group, cutting an estimated $11.8M.

  • 157 institutional investors held Heartland Express (HTLD) as of Q4 2018, down from 163 in Q3 2018.
  • Funds reported $901M of Heartland Express stock for Q4 2018, down 8.3% quarter-over-quarter.
  • 20 funds opened new Heartland Express positions in Q4 2018 and 26 closed out, a net change of -6 holders.
  • The largest Heartland Express buyer in Q4 2018 was Franklin Resources, an estimated $10.7M added.
  • The largest Heartland Express seller in Q4 2018 was Aberdeen Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2018.