We are live on ! Find out more
HTLD icon

Heartland Express

163 hedge funds and large institutions have $490M invested in Heartland Express in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $361K | Put options by funds: $52K

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

6% more funds holding

Funds holding: 154163 (+9)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.73% less ownership

Funds ownership: 51.53%50.8% (-0.73%)

3% less capital invested

Capital invested by funds: $502M → $490M (-$12.6M)

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
59
Reduced
55
Closed
14
Calls
$361K
Puts
$52K
Net Calls
+$309K
Net Calls Change
+$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$1.03M +$788K +64,185 +326%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$1.01M -$90.7K -7,395 -8%
Citigroup
53
Citigroup
New York
$998K +$513K +41,833 +106%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$979K +$89.7K +7,308 +10%
TI
55
Trexquant Investment
Connecticut
$965K +$188K +15,318 +24%
UBS AM
56
UBS AM
Illinois
$936K -$11.9K -969 -1%
HBT
57
Hills Bank & Trust
Iowa
$903K
Bank of America
58
Bank of America
North Carolina
$855K -$361K -29,447 -30%
DM
59
Deerfield Management
New York
$833K +$832K +67,828 New
M&T Bank
60
M&T Bank
New York
$802K +$183K +14,921 +30%
SIM
61
SummerHaven Investment Management
Connecticut
$801K +$800K +65,202 New
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$689K +$1.31K +107 +0.2%
AllianceBernstein
63
AllianceBernstein
Tennessee
$670K
Victory Capital Management
64
Victory Capital Management
Texas
$658K +$264K +21,539 +67%
HF
65
HRT Financial
New York
$643K +$643K +52,384 New
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$635K +$67.5K +5,499 +12%
SPA
67
Sherbrooke Park Advisers
New York
$616K +$616K +50,171 New
Prudential Financial
68
Prudential Financial
New Jersey
$552K -$74.2K -6,050 -12%
Fuller & Thaler Asset Management
69
Fuller & Thaler Asset Management
California
$548K -$1.86M -151,815 -77%
Canada Life
70
Canada Life
Manitoba, Canada
$529K
Hudson Bay Capital Management
71
Hudson Bay Capital Management
Connecticut
$479K +$479K +39,000 New
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$470K
II
73
Inspire Investing
Idaho
$457K +$58.5K +4,771 +15%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$416K -$51K -4,160 -11%
BIA
75
Beacon Investment Advisors
Maryland
$410K +$245 +20 +0.1%

HTLD Hedge Fund Activity: Q3 2024 in Review

163 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2024, worth a combined $490M — down 2.5% from $502M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTLD positions and 14 closed out — a net gain of 10 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $6.63M. The largest seller was American Century Companies, cutting an estimated $10.6M.

  • 163 institutional investors held Heartland Express (HTLD) as of Q3 2024, up from 154 in Q2 2024.
  • Funds reported $490M of Heartland Express stock for Q3 2024, down 2.5% quarter-over-quarter.
  • 24 funds opened new Heartland Express positions in Q3 2024 and 14 closed out, a net change of +10 holders.
  • The largest Heartland Express buyer in Q3 2024 was Weiss Asset Management, an estimated $6.63M added.
  • The largest Heartland Express seller in Q3 2024 was American Century Companies, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.