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Heartland Express
HTLD

Overview Fund Activity

155 hedge funds and large institutions have $503M invested in Heartland Express in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
27
Increased
63
Reduced
44
Closed
38
Calls
$653K
Puts
$4.32M
Net Calls
-$3.66M
Net Calls Change
-$2.77M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$6.94M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$5.58M
3
3C
3
325 Capital
New York
$11.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$2.7M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$2.42M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$38.2M
2
RJA
2
Raymond James & Associates
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$4.29M
4
EA
4
Ellsworth Advisors
Ohio
$0
5
SEI Investments
5
SEI Investments
Pennsylvania
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$1M -$3.31M -268,797 -77%
UBS AM
52
UBS AM
Illinois
$952K +$288K +23,333 +43%
HBT
53
Hills Bank & Trust
Iowa
$907K +$111K +9,000 +14%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$893K +$286K +23,195 +47%
Norges Bank
55
Norges Bank
Norway
$864K -$700K -56,746 -45%
TI
56
Trexquant Investment
Connecticut
$780K +$780K +63,243 New
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$691K +$673K +54,596 +3,786%
SFI
58
Susquehanna Fundamental Investments
Pennsylvania
$687K +$687K +55,756 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$673K – – –
Prudential Financial
60
Prudential Financial
New Jersey
$629K -$11.1K -900 -2%
M&T Bank
61
M&T Bank
New York
$620K +$1.63K +132 +0.3%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$603K -$1.17M -95,147 -66%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$569K -$14.1K -1,141 -2%
Canada Life
64
Canada Life
Manitoba, Canada
$532K +$60.5K +4,903 +13%
HSA
65
Hussman Strategic Advisors
Maryland
$518K – – –
NRD
66
Nebula Research & Development
New York
$497K +$358K +29,034 +257%
Citigroup
67
Citigroup
New York
$486K +$71.7K +5,818 +17%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$472K – – –
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$469K -$21K -1,707 -4%
Jane Street
70
Jane Street
New York
$466K +$207K +16,817 +80%
TPSF
71
Texas Permanent School Fund
Texas
$423K -$71.6K -5,810 -14%
BIA
72
Beacon Investment Advisors
Maryland
$412K -$10K -813 -2%
II
73
Inspire Investing
Idaho
$400K -$12.7K -1,026 -3%
Victory Capital Management
74
Victory Capital Management
Texas
$395K +$114K +9,243 +41%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$395K +$15.1K +1,222 +4%
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3
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