Heartland Express
HTLD
157 hedge funds and large institutions have $960M invested in Heartland Express in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 59 reducing their positions, and 28 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.31% less ownership
Funds ownership: 55.9% → 55.59% (-0.31%)
3% less capital invested
Capital invested by funds: $986M → $960M (-$26.1M)
9% less funds holding
Funds holding: 172 → 157 (-15)
25% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 59
36% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$22.3M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$7.04M |
| 3 |
BlackRock
New York
|
+$6.79M |
| 4 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$5.28M |
| 5 |
Aviva
London,
United Kingdom
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$11.2M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$5.48M |
| 3 |
Goldman Sachs
New York
|
-$5.17M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.11M |
| 5 |
Man Group
London,
United Kingdom
|
-$3.25M |
HTLD Hedge Fund Activity: Q4 2019 in Review
157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2019, worth a combined $960M — down 2.7% from $986M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of HTLD and 18 opened new positions — a net loss of 10 holders — while 59 trimmed existing stakes and 44 added.
The largest buyer was UBS Group, adding an estimated $22.3M. The largest seller was American Century Companies, cutting an estimated $11.2M.
- 157 institutional investors held Heartland Express (HTLD) as of Q4 2019, down from 172 in Q3 2019.
- Funds reported $960M of Heartland Express stock for Q4 2019, down 2.7% quarter-over-quarter.
- 18 funds opened new Heartland Express positions in Q4 2019 and 28 closed out, a net change of -10 holders.
- The largest Heartland Express buyer in Q4 2019 was UBS Group, an estimated $22.3M added.
- The largest Heartland Express seller in Q4 2019 was American Century Companies, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2019.