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Heartland Express
HTLD

158 hedge funds and large institutions have $638M invested in Heartland Express in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more call options, than puts

Call options by funds: $371K | Put options by funds: $43K

2.62% more ownership

Funds ownership: 53.93% → 56.56% (+2.6%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

2% more capital invested

Capital invested by funds: $627M → $638M (+$10.7M)

0% more funds holding

Funds holding: 158 → 158 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

23% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 64

Holders
158
Holders Change
–
Holders Change %
0%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
49
Reduced
64
Closed
18
Calls
$371K
Puts
$43K
Net Calls
+$328K
Net Calls Change
+$963K

Top Buyers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
+$12.4M
2
Morgan Stanley
Morgan Stanley
New York
+$9.49M
3
RJA
Raymond James & Associates
Florida
+$8.21M
4
3C
325 Capital
New York
+$7.16M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.76M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.11M
2
American Century Companies
American Century Companies
Missouri
-$4.35M
3
Millennium Management
Millennium Management
New York
-$4.24M
4
HA
Heartland Advisors
Wisconsin
-$3.2M
5
Invesco
Invesco
Georgia
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$3.41M +$80.7K +5,901 +3%
Ameriprise
27
Ameriprise
Minnesota
$3.2M -$7.11M -519,951 -70%
KTA
28
Keeley-Teton Advisors
Illinois
$2.83M -$175K -12,777 -6%
Two Sigma Investments
29
Two Sigma Investments
New York
$2.15M +$760K +55,555 +58%
DCM
30
Dean Capital Management
Kansas
$2.14M +$256K +18,712 +14%
LCM
31
Legato Capital Management
California
$2.14M +$256K +18,712 +14%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$2.05M +$9.9K +724 +0.5%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$1.99M -$517K -37,800 -21%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.99M +$840K +61,400 +79%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.79M -$22.3K -1,632 -1%
LSC
36
Lesa Sroufe & Co
Washington
$1.57M -$48.9K -3,577 -3%
Bank of America
37
Bank of America
North Carolina
$1.57M -$487K -35,571 -24%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$1.39M -$47.9K -3,504 -3%
EF
39
Empowered Funds
Pennsylvania
$1.38M +$1.33M +96,955 New
NRS
40
Neville Rodie & Shaw
New York
$1.37M -$15.7K -1,150 -1%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.36M +$526K +38,465 +68%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.33M -$146K -10,700 -10%
Goldman Sachs
43
Goldman Sachs
New York
$1.27M -$1.87M -136,974 -61%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.17M +$39.2K +2,867 +4%
Barclays
45
Barclays
United Kingdom
$1.11M +$685K +50,044 +180%
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$1.06M -$156K -11,414 -13%
Renaissance Technologies
47
Renaissance Technologies
New York
$1.03M -$1.75M -127,600 -64%
WMSA
48
Weiss Multi-Strategy Advisers
New York
$960K +$225K +16,481 +32%
SDIC
49
South Dakota Investment Council
South Dakota
$924K – – –
HBT
50
Hills Bank & Trust
Iowa
$900K – – –
1
2
3 4 5

HTLD Hedge Fund Activity: Q4 2023 in Review

158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2023, worth a combined $638M — up 1.7% from $627M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HTLD positions and 18 closed out — a net gain of 1 holder — while 49 added to existing stakes and 64 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $12.4M. The largest seller was Ameriprise, cutting an estimated $7.11M.

  • 158 institutional investors held Heartland Express (HTLD) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $638M of Heartland Express stock for Q4 2023, up 1.7% quarter-over-quarter.
  • 19 funds opened new Heartland Express positions in Q4 2023 and 18 closed out, a net change of +1 holder.
  • The largest Heartland Express buyer in Q4 2023 was ArrowMark Colorado Holdings, an estimated $12.4M added.
  • The largest Heartland Express seller in Q4 2023 was Ameriprise, an estimated $7.11M sold.

Based on aggregated 13F filings for Q4 2023.