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Heartland Express

163 hedge funds and large institutions have $490M invested in Heartland Express in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $361K | Put options by funds: $52K

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

6% more funds holding

Funds holding: 154163 (+9)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.73% less ownership

Funds ownership: 51.53%50.8% (-0.73%)

3% less capital invested

Capital invested by funds: $502M → $490M (-$12.6M)

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
59
Reduced
55
Closed
14
Calls
$361K
Puts
$52K
Net Calls
+$309K
Net Calls Change
+$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$3.76M -$3.24M -264,396 -46%
EF
27
Empowered Funds
Pennsylvania
$3.15M +$159K +12,998 +5%
SL
28
SIB LLC
New York
$3.01M
Ameriprise
29
Ameriprise
Minnesota
$2.65M -$1.45M -118,270 -35%
DCM
30
Dean Capital Management
Kansas
$2.65M +$462K +37,654 +21%
Principal Financial Group
31
Principal Financial Group
Iowa
$2.51M -$278K -22,628 -10%
First Trust Advisors
32
First Trust Advisors
Illinois
$2.36M -$1.13M -92,225 -32%
KTA
33
Keeley-Teton Advisors
Illinois
$2.23M -$81.1K -6,611 -4%
AQR Capital Management
34
AQR Capital Management
Connecticut
$2.17M -$520K -42,402 -19%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.8M +$2.98K +243 +0.2%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.72M +$32.3K +2,631 +2%
LCM
37
Legato Capital Management
California
$1.6M -$592K -48,263 -27%
Citadel Advisors
38
Citadel Advisors
Florida
$1.59M +$505K +41,123 +47%
UBS Group
39
UBS Group
Switzerland
$1.57M +$545K +44,424 +53%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.56M +$960K +78,237 +160%
Legal & General Group
41
Legal & General Group
United Kingdom
$1.45M -$85K -6,931 -6%
LSC
42
Lesa Sroufe & Co
Washington
$1.38M +$3.72K +303 +0.3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.33M +$180K +14,700 +16%
MAWA
44
Moss Adams Wealth Advisors
Washington
$1.28M -$3.72M -303,159 -74%
Jane Street
45
Jane Street
New York
$1.28M +$814K +66,311 +176%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$1.22M +$924K +75,291 +310%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.13M -$114K -9,300 -9%
GCP
48
GSA Capital Partners
United Kingdom
$1.1M -$46K -3,749 -4%
NRS
49
Neville Rodie & Shaw
New York
$1.1M
Renaissance Technologies
50
Renaissance Technologies
New York
$1.08M -$177K -14,387 -14%

HTLD Hedge Fund Activity: Q3 2024 in Review

163 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2024, worth a combined $490M — down 2.5% from $502M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTLD positions and 14 closed out — a net gain of 10 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $6.63M. The largest seller was American Century Companies, cutting an estimated $10.6M.

  • 163 institutional investors held Heartland Express (HTLD) as of Q3 2024, up from 154 in Q2 2024.
  • Funds reported $490M of Heartland Express stock for Q3 2024, down 2.5% quarter-over-quarter.
  • 24 funds opened new Heartland Express positions in Q3 2024 and 14 closed out, a net change of +10 holders.
  • The largest Heartland Express buyer in Q3 2024 was Weiss Asset Management, an estimated $6.63M added.
  • The largest Heartland Express seller in Q3 2024 was American Century Companies, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.