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Heartland Express
HTLD

172 hedge funds and large institutions have $903M invested in Heartland Express in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

10% more funds holding

Funds holding: 157 → 172 (+15)

0% more capital invested

Capital invested by funds: $901M → $903M (+$2.33M)

2.91% less ownership

Funds ownership: 60.09% → 57.18% (-2.9%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

73% less call options, than puts

Call options by funds: $156K | Put options by funds: $582K

Holders
172
Holders Change
+15
Holders Change %
+9.55%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
56
Reduced
41
Closed
16
Calls
$156K
Puts
$582K
Net Calls
-$426K
Net Calls Change
-$409K

Top Buyers

Rank Fund Capital Flow
1
TA
Teachers Advisors
New York
+$7.03M
2
MC
Maverick Capital
Texas
+$6.94M
3
BlackRock
BlackRock
New York
+$5.74M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.54M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.65M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$32M
2
Franklin Resources
Franklin Resources
California
-$23.6M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$19M
4
PFC
Phocas Financial Corp
California
-$9.77M
5
American Century Companies
American Century Companies
Missouri
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$3.57M -$435K -21,898 -11%
LM
27
Luminus Management
Texas
$3.44M +$3.54M +178,244 New
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$3.13M +$2M +100,836 +164%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$3.03M +$288K +14,500 +10%
NRS
30
Neville Rodie & Shaw
New York
$2.99M -$463K -23,293 -13%
SEI Investments
31
SEI Investments
Pennsylvania
$2.84M -$246K -12,362 -8%
New York State Teachers Retirement System (NYSTRS)
32
New York State Teachers Retirement System (NYSTRS)
New York
$2.68M -$7.95K -400 -0.3%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.61M +$6.4K +322 +0.2%
Legal & General Group
34
Legal & General Group
United Kingdom
$2.41M +$207K +10,433 +9%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$2.26M -$62.5K -3,147 -3%
Wells Fargo
36
Wells Fargo
California
$2.08M +$652K +32,809 +44%
Morgan Stanley
37
Morgan Stanley
New York
$2.01M +$35.9K +1,806 +2%
SIM
38
Sprucegrove Investment Management
Ontario, Canada
$1.95M – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$1.87M +$1.61M +81,272 +515%
ClearBridge Investments
40
ClearBridge Investments
New York
$1.83M +$874 +44 +0%
GC
41
Guggenheim Capital
Illinois
$1.77M +$694K +34,935 +61%
TCIM
42
TIAA CREF Investment Management
New York
$1.75M -$60.8K -3,062 -3%
Invesco
43
Invesco
Georgia
$1.75M -$473K -23,801 -21%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.71M -$307K -15,469 -15%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.67M +$894K +45,000 +108%
HBT
46
Hills Bank & Trust
Iowa
$1.63M – – –
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.58M +$45.7K +2,300 +3%
Prudential Financial
48
Prudential Financial
New Jersey
$1.58M +$65.4K +3,294 +4%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.47M – – –
Two Sigma Investments
50
Two Sigma Investments
New York
$1.42M +$1.46M +73,578 New
1
2
3 4 5

HTLD Hedge Fund Activity: Q1 2019 in Review

172 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2019, worth a combined $903M — up 0.26% from $901M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HTLD positions and 16 closed out — a net gain of 16 holders — while 56 added to existing stakes and 41 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $7.03M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $32M.

  • 172 institutional investors held Heartland Express (HTLD) as of Q1 2019, up from 157 in Q4 2018.
  • Funds reported $903M of Heartland Express stock for Q1 2019, up 0.26% quarter-over-quarter.
  • 32 funds opened new Heartland Express positions in Q1 2019 and 16 closed out, a net change of +16 holders.
  • The largest Heartland Express buyer in Q1 2019 was Teachers Advisors, an estimated $7.03M added.
  • The largest Heartland Express seller in Q1 2019 was ArrowMark Colorado Holdings, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2019.