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Heartland Express

176 hedge funds and large institutions have $445M invested in Heartland Express in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $537K

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

8% more funds holding

Funds holding: 163176 (+13)

0.28% less ownership

Funds ownership: 50.8%50.51% (-0.28%)

9% less capital invested

Capital invested by funds: $490M → $445M (-$44.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
53
Reduced
60
Closed
16
Calls
$1.02M
Puts
$537K
Net Calls
+$480K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$3.04M -$874K -74,354 -22%
SL
27
SIB LLC
New York
$2.75M
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$2.69M +$2.82M +240,080 New
Citadel Advisors
29
Citadel Advisors
Florida
$2.49M +$1.09M +92,492 +71%
Principal Financial Group
30
Principal Financial Group
Iowa
$2.36M +$69.9K +5,946 +3%
Ameriprise
31
Ameriprise
Minnesota
$2.34M -$84.4K -7,181 -3%
AQR Capital Management
32
AQR Capital Management
Connecticut
$2.11M +$129K +10,957 +6%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.01M +$1.78M +151,648 +552%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$1.98M +$352K +29,926 +20%
UBS Group
35
UBS Group
Switzerland
$1.74M +$321K +27,280 +21%
TI
36
Trexquant Investment
Connecticut
$1.69M +$845K +71,848 +91%
CSS
37
Cubist Systematic Strategies
Connecticut
$1.57M +$1.64M +139,548 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.52M -$53.6K -4,561 -3%
DIA
39
Dean Investment Associates
Ohio
$1.46M -$2.37M -201,774 -61%
Legal & General Group
40
Legal & General Group
United Kingdom
$1.45M +$130K +11,074 +9%
GCP
41
GSA Capital Partners
United Kingdom
$1.42M +$432K +36,706 +41%
WAM
42
Weiss Asset Management
Massachusetts
$1.21M -$5.08M -431,976 -80%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.21M +$194K +16,509 +18%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.21M
MAWA
45
Moss Adams Wealth Advisors
Washington
$1.17M
Barclays
46
Barclays
United Kingdom
$1.11M +$180K +15,300 +18%
UBS AM
47
UBS AM
Illinois
$991K +$141K +12,021 +16%
DCM
48
Dean Capital Management
Kansas
$983K -$1.51M -128,244 -59%
NRS
49
Neville Rodie & Shaw
New York
$971K -$33.6K -2,858 -3%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$891K -$31.8K -2,700 -3%

HTLD Hedge Fund Activity: Q4 2024 in Review

176 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2024, worth a combined $445M — down 9.1% from $490M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HTLD positions and 16 closed out — a net gain of 14 holders — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Invesco, adding an estimated $3.36M. The largest seller was American Century Companies, cutting an estimated $8.27M.

  • 176 institutional investors held Heartland Express (HTLD) as of Q4 2024, up from 163 in Q3 2024.
  • Funds reported $445M of Heartland Express stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 30 funds opened new Heartland Express positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest Heartland Express buyer in Q4 2024 was Invesco, an estimated $3.36M added.
  • The largest Heartland Express seller in Q4 2024 was American Century Companies, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.