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Heartland Express
HTLD

157 hedge funds and large institutions have $814M invested in Heartland Express in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0% more funds holding

Funds holding: 157 → 157 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.18% less ownership

Funds ownership: 55.59% → 53.41% (-2.2%)

15% less capital invested

Capital invested by funds: $960M → $814M (-$146M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $863K

Holders
157
Holders Change
–
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
58
Reduced
45
Closed
27
Calls
–
Puts
$863K
Net Calls
-$863K
Net Calls Change
-$10.3M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.48M
2
HA
Heartland Advisors
Wisconsin
+$7.54M
3
American Century Companies
American Century Companies
Missouri
+$5.68M
4
Millennium Management
Millennium Management
New York
+$5.29M
5
SAM
Scopus Asset Management
New York
+$3.56M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$36.5M
2
UBS Group
UBS Group
Switzerland
-$20.4M
3
CAM
ClariVest Asset Management
California
-$7.68M
4
BlackRock
BlackRock
New York
-$2.63M
5
Man Group
Man Group
United Kingdom
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$3.48M +$219K +11,551 +7%
SAM
27
Scopus Asset Management
New York
$3.48M +$3.56M +187,423 New
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$3.11M +$119K +6,244 +4%
GIP
29
Granite Investment Partners
California
$2.92M +$107K +5,613 +4%
PPA
30
Parametric Portfolio Associates
Washington
$2.82M +$135K +7,128 +5%
Morgan Stanley
31
Morgan Stanley
New York
$2.75M -$1.86M -97,829 -40%
NRS
32
Neville Rodie & Shaw
New York
$2.54M -$234K -12,300 -8%
DIA
33
Dean Investment Associates
Ohio
$2.52M -$597K -31,395 -19%
Legal & General Group
34
Legal & General Group
United Kingdom
$2.49M +$27.8K +1,465 +1%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$2.41M -$15.2K -800 -0.6%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$2.4M +$907K +47,711 +59%
Franklin Resources
37
Franklin Resources
California
$2.08M -$20.1K -1,059 -0.9%
Wells Fargo
38
Wells Fargo
California
$1.95M +$181K +9,511 +10%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.94M – – –
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.9M -$428K -22,500 -18%
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$1.88M – – –
SG Americas Securities
42
SG Americas Securities
New York
$1.64M +$202K +10,621 +14%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.62M +$20.9K +1,100 +1%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.54M +$107K +5,632 +7%
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.53M -$59.6K -3,138 -4%
HBT
46
Hills Bank & Trust
Iowa
$1.5M -$57K -3,000 -4%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.42M +$539K +28,373 +59%
Fisher Asset Management
48
Fisher Asset Management
Washington
$1.39M +$1.43M +75,000 New
Citadel Advisors
49
Citadel Advisors
Florida
$1.38M +$1.23M +64,742 +660%
Prudential Financial
50
Prudential Financial
New Jersey
$1.36M -$7.41K -390 -0.5%
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HTLD Hedge Fund Activity: Q1 2020 in Review

157 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2020, worth a combined $814M — down 15% from $960M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HTLD positions and 27 closed out — a net gain of 1 holder — while 58 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $8.48M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $36.5M.

  • 157 institutional investors held Heartland Express (HTLD) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $814M of Heartland Express stock for Q1 2020, down 15% quarter-over-quarter.
  • 28 funds opened new Heartland Express positions in Q1 2020 and 27 closed out, a net change of +1 holder.
  • The largest Heartland Express buyer in Q1 2020 was Wellington Management Group, an estimated $8.48M added.
  • The largest Heartland Express seller in Q1 2020 was ArrowMark Colorado Holdings, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2020.