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Heartland Express
HTLD

158 hedge funds and large institutions have $1.11B invested in Heartland Express in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

16% more capital invested

Capital invested by funds: $951M → $1.11B (+$156M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more funds holding

Funds holding: 157 → 158 (+1)

7% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 58

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
4.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
15
Increased
54
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
+$39M
2
American Century Companies
American Century Companies
Missouri
+$22M
3
CWAM
Columbia Wanger Asset Management
Illinois
+$9.25M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.2M
5
SAM
Scopus Asset Management
New York
+$6.78M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$14.8M
2
Ameriprise
Ameriprise
Minnesota
-$8.13M
3
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$6.21M
4
SCM
Sandler Capital Management
New York
-$5.65M
5
BPIM
Brant Point Investment Management
New York
-$4.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
51
Denver Investment Advisors
Colorado
$2.8M -$30.3K -1,308 -1%
WA
52
Whitebox Advisors
Minnesota
$2.71M -$1.78M -76,904 -40%
SCM
53
Suffolk Capital Management
New York
$2.57M -$493K -21,300 -17%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.49M -$136K -5,900 -5%
USAA
55
United Services Automobile Association
Texas
$2.44M +$199K +8,600 +9%
RCG
56
Ruane, Cunniff & Goldfarb
New York
$2.42M – – –
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$2.4M +$27.1K +1,170 +1%
TAM
58
Telemark Asset Management
Massachusetts
$2.4M +$2.31M +100,000 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$2.34M -$117K -5,048 -5%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$2.31M -$264K -11,400 -11%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.95M -$358K -15,465 -16%
MCM
62
McKinley Capital Management
Alaska
$1.91M +$1.84M +79,673 New
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.9M -$231K -9,975 -11%
TA
64
Teachers Advisors
New York
$1.83M – – –
First Trust Advisors
65
First Trust Advisors
Illinois
$1.76M -$330K -14,254 -16%
BPIM
66
Brant Point Investment Management
New York
$1.7M -$4.03M -174,400 -71%
AQR Capital Management
67
AQR Capital Management
Connecticut
$1.69M +$23.1K +1,000 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
68
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.56M +$1.22M +52,618 +424%
EI
69
EAM Investors
California
$1.55M -$76.4K -3,302 -5%
Deutsche Bank
70
Deutsche Bank
Germany
$1.51M -$261K -11,266 -15%
Swiss National Bank
71
Swiss National Bank
Switzerland
$1.39M -$20.8K -900 -2%
RA
72
Royce & Associates
New York
$1.35M – – –
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$1.35M -$4.33K -187 -0.3%
U
74
UBS
Switzerland
$1.35M -$35.9K -1,552 -3%
Comerica Bank
75
Comerica Bank
Texas
$1.31M +$128K +5,534 +11%
1 2
3
4 5

HTLD Hedge Fund Activity: Q3 2014 in Review

158 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2014, worth a combined $1.11B — up 16% from $951M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HTLD positions and 14 closed out — a net gain of 1 holder — while 54 added to existing stakes and 58 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $39M. The largest seller was Norges Bank, cutting an estimated $14.8M.

  • 158 institutional investors held Heartland Express (HTLD) as of Q3 2014, up from 157 in Q2 2014.
  • Funds reported $1.11B of Heartland Express stock for Q3 2014, up 16% quarter-over-quarter.
  • 15 funds opened new Heartland Express positions in Q3 2014 and 14 closed out, a net change of +1 holder.
  • The largest Heartland Express buyer in Q3 2014 was ArrowMark Colorado Holdings, an estimated $39M added.
  • The largest Heartland Express seller in Q3 2014 was Norges Bank, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2014.