Heartland Express
HTLD
168 hedge funds and large institutions have $519M invested in Heartland Express in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 22 closing their positions.
45% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 22
6% more funds holding
Funds holding: 158 → 168 (+10)
7% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 58
1.6% less ownership
Funds ownership: 56.56% → 54.96% (-1.6%)
19% less capital invested
Capital invested by funds: $638M → $519M (-$119M)
66% less call options, than puts
Call options by funds: $452K | Put options by funds: $1.35M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
+$5.18M |
| 2 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
+$4.48M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.11M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.95M |
| 5 |
Renaissance Technologies
New York
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$18.9M |
| 2 |
Morgan Stanley
New York
|
-$9.51M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$5.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$2.31M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.08M |
HTLD Hedge Fund Activity: Q1 2024 in Review
168 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2024, worth a combined $519M — down 19% from $638M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new HTLD positions and 22 closed out — a net gain of 10 holders — while 54 added to existing stakes and 58 trimmed.
The largest buyer was Moss Adams Wealth Advisors, opening a new position worth an estimated $5.18M. The largest seller was American Century Companies, cutting an estimated $18.9M.
- 168 institutional investors held Heartland Express (HTLD) as of Q1 2024, up from 158 in Q4 2023.
- Funds reported $519M of Heartland Express stock for Q1 2024, down 19% quarter-over-quarter.
- 32 funds opened new Heartland Express positions in Q1 2024 and 22 closed out, a net change of +10 holders.
- The largest Heartland Express buyer in Q1 2024 was Moss Adams Wealth Advisors, an estimated $5.18M added.
- The largest Heartland Express seller in Q1 2024 was American Century Companies, an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2024.