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Heartland Express
HTLD

175 hedge funds and large institutions have $864M invested in Heartland Express in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,033% more call options, than puts

Call options by funds: $124K | Put options by funds: $3K

80% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 41

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

6% more funds holding

Funds holding: 165 → 175 (+10)

3.49% more ownership

Funds ownership: 53.95% → 57.44% (+3.5%)

5% less capital invested

Capital invested by funds: $914M → $864M (-$50.1M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
74
Reduced
41
Closed
19
Calls
$124K
Puts
$3K
Net Calls
+$121K
Net Calls Change
-$166K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$9.11M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$8.09M
3
BlackRock
BlackRock
New York
+$7.66M
4
CCPM
Cooper Creek Partners Management
New York
+$6.29M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.93M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$9.8M
2
American Century Companies
American Century Companies
Missouri
-$4M
3
Morgan Stanley
Morgan Stanley
New York
-$3.4M
4
SG Americas Securities
SG Americas Securities
New York
-$3.24M
5
CM
Castleark Management
Illinois
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.04M +$126K +6,200 +6%
CCM
52
CAAS Capital Management
New York
$2.04M +$2.23M +109,640 New
State of New Jersey Common Pension Fund D
53
State of New Jersey Common Pension Fund D
New Jersey
$1.99M +$167K +8,192 +8%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.99M -$90K -4,421 -4%
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.88M – – –
Barclays
56
Barclays
United Kingdom
$1.7M +$297K +14,597 +19%
MAG
57
Millrace Asset Group
Pennsylvania
$1.58M +$1.73M +85,010 New
TD Asset Management
58
TD Asset Management
Ontario, Canada
$1.56M +$566K +27,800 +50%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.54M +$13.4K +660 +0.8%
HBT
60
Hills Bank & Trust
Iowa
$1.49M – – –
AG
61
Aperio Group
California
$1.46M +$250K +12,259 +18%
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$1.38M +$1.14M +55,754 +305%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.37M +$88K +4,320 +6%
DIA
64
Dean Investment Associates
Ohio
$1.36M -$53.9K -2,645 -3%
PP
65
PDT Partners
New York
$1.21M +$1.09M +53,513 +466%
GCP
66
GSA Capital Partners
United Kingdom
$1.16M +$1.02M +50,140 +412%
ZCM
67
Ziegler Capital Management
Illinois
$1.09M +$1.19M +58,632 New
Prudential Financial
68
Prudential Financial
New Jersey
$1.06M +$51.7K +2,539 +5%
Canada Life
69
Canada Life
Manitoba, Canada
$992K -$102K -5,015 -9%
Comerica Bank
70
Comerica Bank
Texas
$988K +$57.6K +2,827 +6%
Boston Partners
71
Boston Partners
Massachusetts
$981K +$1.07M +52,750 New
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$950K – – –
First Trust Advisors
73
First Trust Advisors
Illinois
$926K +$339K +16,635 +50%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$863K +$55K +2,700 +6%
TPSF
75
Texas Permanent School Fund
Texas
$862K +$198K +9,725 +27%
1 2
3
4 5

HTLD Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2020, worth a combined $864M — down 5.5% from $914M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HTLD positions and 19 closed out — a net gain of 10 holders — while 74 added to existing stakes and 41 trimmed.

The largest buyer was Franklin Resources, adding an estimated $9.11M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $9.8M.

  • 175 institutional investors held Heartland Express (HTLD) as of Q3 2020, up from 165 in Q2 2020.
  • Funds reported $864M of Heartland Express stock for Q3 2020, down 5.5% quarter-over-quarter.
  • 29 funds opened new Heartland Express positions in Q3 2020 and 19 closed out, a net change of +10 holders.
  • The largest Heartland Express buyer in Q3 2020 was Franklin Resources, an estimated $9.11M added.
  • The largest Heartland Express seller in Q3 2020 was ArrowMark Colorado Holdings, an estimated $9.8M sold.

Based on aggregated 13F filings for Q3 2020.