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Heartland Express
HTLD

161 hedge funds and large institutions have $606M invested in Heartland Express in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 54

0.03% more ownership

Funds ownership: 55.13% → 55.16% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less capital invested

Capital invested by funds: $612M → $606M (-$6.66M)

2% less funds holding

Funds holding: 165 → 161 (-4)

76% less call options, than puts

Call options by funds: $391K | Put options by funds: $1.63M

Holders
161
Holders Change
-4
Holders Change %
-2.42%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
64
Reduced
54
Closed
19
Calls
$391K
Puts
$1.63M
Net Calls
-$1.24M
Net Calls Change
-$36K

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.48M
2
Morgan Stanley
Morgan Stanley
New York
+$2.37M
3
BlackRock
BlackRock
New York
+$2.24M
4
Goldman Sachs
Goldman Sachs
New York
+$2.14M
5
American Century Companies
American Century Companies
Missouri
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.73M
2
Norges Bank
Norges Bank
Norway
-$2.6M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.65M
4
State Street
State Street
Massachusetts
-$1.42M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$3.59M -$728K -52,739 -17%
SL
27
SIB LLC
New York
$3.41M – – –
DCM
28
Dean Capital Management
Kansas
$3.37M +$376K +27,211 +13%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$3.12M +$569K +41,200 +23%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$2.85M +$37.4K +2,709 +1%
KTA
31
Keeley-Teton Advisors
Illinois
$2.64M +$662K +47,902 +34%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$2.56M +$718K +51,999 +39%
RA
33
Royce & Associates
New York
$2.54M +$640K +46,356 +34%
First Eagle Investment Management
34
First Eagle Investment Management
New York
$2.42M +$884K +63,996 +58%
N
35
Nuveen
North Carolina
$2.42M +$11K +794 +0.5%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$2.32M -$167K -12,068 -7%
Legal & General Group
37
Legal & General Group
United Kingdom
$1.99M +$25.5K +1,849 +1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.94M +$253K +18,300 +15%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$1.55M – – –
NRS
40
Neville Rodie & Shaw
New York
$1.49M – – –
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.43M -$333K -24,103 -19%
M2MC
42
Matthew 25 Management Corp
Pennsylvania
$1.39M +$1.38M +100,000 New
SGI
43
Summit Global Investments
Utah
$1.36M +$88.4K +6,402 +7%
Two Sigma Investments
44
Two Sigma Investments
New York
$1.35M +$1.34M +96,909 New
ZCM
45
Ziegler Capital Management
Illinois
$1.32M +$39.8K +2,880 +3%
ETC
46
Exchange Traded Concepts
Oklahoma
$1.31M +$38.6K +2,798 +3%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.2M -$12.8K -929 -1%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$1.14M +$424K +30,700 +60%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$1.02M +$420K +30,427 +71%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$979K +$90.3K +6,539 +10%
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HTLD Hedge Fund Activity: Q2 2022 in Review

161 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q2 2022, worth a combined $606M — down 1.1% from $612M a quarter earlier.

Fund positioning in HTLD was balanced in Q2 2022: 19 funds opened new positions, 19 closed out, 64 added to existing stakes and 54 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.48M. The largest seller was Invesco, cutting an estimated $2.73M.

  • 161 institutional investors held Heartland Express (HTLD) as of Q2 2022, down from 165 in Q1 2022.
  • Funds reported $606M of Heartland Express stock for Q2 2022, down 1.1% quarter-over-quarter.
  • 19 funds opened new Heartland Express positions in Q2 2022 and 19 closed out, a net change of 0 holders.
  • The largest Heartland Express buyer in Q2 2022 was Dimensional Fund Advisors, an estimated $2.48M added.
  • The largest Heartland Express seller in Q2 2022 was Invesco, an estimated $2.73M sold.

Based on aggregated 13F filings for Q2 2022.