Heartland Express
HTLD
158 hedge funds and large institutions have $627M invested in Heartland Express in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 18 closing their positions.
0.14% more ownership
Funds ownership: 53.79% → 53.93% (+0.14%)
4% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 57
3% less funds holding
Funds holding: 163 → 158 (-5)
10% less capital invested
Capital invested by funds: $697M → $627M (-$70.2M)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
63% less call options, than puts
Call options by funds: $374K | Put options by funds: $1.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$9.47M |
| 2 |
Millennium Management
New York
|
+$4.29M |
| 3 |
First Eagle Investment Management
New York
|
+$3.27M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.9M |
| 5 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$15M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.09M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.24M |
| 4 |
BlackRock
New York
|
-$2.47M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.11M |
HTLD Hedge Fund Activity: Q3 2023 in Review
158 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2023, worth a combined $627M — down 10% from $697M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of HTLD and 13 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 55 added.
The largest buyer was Bank of New York Mellon, adding an estimated $9.47M. The largest seller was Wellington Management Group, exiting entirely with an estimated $15M sold.
- 158 institutional investors held Heartland Express (HTLD) as of Q3 2023, down from 163 in Q2 2023.
- Funds reported $627M of Heartland Express stock for Q3 2023, down 10% quarter-over-quarter.
- 13 funds opened new Heartland Express positions in Q3 2023 and 18 closed out, a net change of -5 holders.
- The largest Heartland Express buyer in Q3 2023 was Bank of New York Mellon, an estimated $9.47M added.
- The largest Heartland Express seller in Q3 2023 was Wellington Management Group, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2023.