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Heartland Express
HTLD

169 hedge funds and large institutions have $1.03B invested in Heartland Express in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

60.91% more ownership

Funds ownership: 0% → 60.91% (+61%)

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $954M → $1.03B (+$77.7M)

5% more funds holding

Funds holding: 161 → 169 (+8)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
4.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
26
Increased
57
Reduced
47
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
+$27.6M
2
NI
Nuance Investments
Missouri
+$12.8M
3
BFA
BlackRock Fund Advisors
California
+$8.04M
4
AAM
Aberdeen Asset Management
United Kingdom
+$7.04M
5
State Street
State Street
Massachusetts
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
RCI
Redwood Capital Investments
Maryland
-$35.5M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$15.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$6.47M
5
GKIM
GW&K Investment Management
Massachusetts
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$1.86M +$679K +33,812 +59%
First Trust Advisors
52
First Trust Advisors
Illinois
$1.7M +$30.8K +1,535 +2%
QIM
53
Quantitative Investment Management
Virginia
$1.7M +$1.67M +83,300 New
AllianceBernstein
54
AllianceBernstein
Tennessee
$1.64M – – –
Citigroup
55
Citigroup
New York
$1.61M +$677K +33,693 +74%
Prudential Financial
56
Prudential Financial
New Jersey
$1.6M -$57.9K -2,880 -4%
TA
57
Teachers Advisors
New York
$1.57M +$73.5K +3,658 +5%
Legal & General Group
58
Legal & General Group
United Kingdom
$1.56M +$703K +34,988 +84%
Swiss National Bank
59
Swiss National Bank
Switzerland
$1.55M – – –
Invesco
60
Invesco
Georgia
$1.48M +$77.4K +3,851 +6%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.48M +$1.46M +72,589 New
Two Sigma Advisers
62
Two Sigma Advisers
New York
$1.46M +$964K +48,000 +202%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$1.32M – – –
Canada Life
64
Canada Life
Manitoba, Canada
$1.21M – – –
CS
65
Credit Suisse
Switzerland
$1.09M -$339K -16,876 -24%
AIM
66
Alambic Investment Management
California
$1.08M +$563K +28,000 +112%
Comerica Bank
67
Comerica Bank
Texas
$971K +$50.7K +2,521 +6%
Millennium Management
68
Millennium Management
New York
$968K -$1.52M -75,540 -61%
RJA
69
Raymond James & Associates
Florida
$959K +$43.1K +2,146 +5%
UBS Group
70
UBS Group
Switzerland
$937K +$30.7K +1,528 +3%
SCA
71
Secor Capital Advisors
New York
$852K +$841K +41,863 New
VKH
72
Virtu KCG Holdings
New York
$839K +$179K +8,887 +28%
Citadel Advisors
73
Citadel Advisors
Florida
$826K -$5.07M -252,519 -86%
Wells Fargo
74
Wells Fargo
California
$771K +$333K +16,561 +78%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$764K – – –
1 2
3
4 5

HTLD Hedge Fund Activity: Q4 2016 in Review

169 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2016, worth a combined $1.03B — up 8.2% from $954M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTLD positions and 16 closed out — a net gain of 10 holders — while 57 added to existing stakes and 47 trimmed.

The largest buyer was Perkins Investment Management, adding an estimated $27.6M. The largest seller was Redwood Capital Investments, cutting an estimated $35.5M.

  • 169 institutional investors held Heartland Express (HTLD) as of Q4 2016, up from 161 in Q3 2016.
  • Funds reported $1.03B of Heartland Express stock for Q4 2016, up 8.2% quarter-over-quarter.
  • 26 funds opened new Heartland Express positions in Q4 2016 and 16 closed out, a net change of +10 holders.
  • The largest Heartland Express buyer in Q4 2016 was Perkins Investment Management, an estimated $27.6M added.
  • The largest Heartland Express seller in Q4 2016 was Redwood Capital Investments, an estimated $35.5M sold.

Based on aggregated 13F filings for Q4 2016.