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Heartland Express

176 hedge funds and large institutions have $445M invested in Heartland Express in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $537K

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

8% more funds holding

Funds holding: 163176 (+13)

0.28% less ownership

Funds ownership: 50.8%50.51% (-0.28%)

9% less capital invested

Capital invested by funds: $490M → $445M (-$44.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
53
Reduced
60
Closed
16
Calls
$1.02M
Puts
$537K
Net Calls
+$480K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$867K -$28.2K -2,401 -3%
HBT
52
Hills Bank & Trust
Iowa
$825K
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$811K -$322K -27,344 -27%
Citigroup
54
Citigroup
New York
$811K -$106K -9,010 -11%
Bank of America
55
Bank of America
North Carolina
$788K +$7.3K +621 +0.9%
CI
56
Cherokee Insurance
Michigan
$740K +$776K +65,985 New
SIM
57
SummerHaven Investment Management
Connecticut
$732K
M&T Bank
58
M&T Bank
New York
$730K -$2.2K -187 -0.3%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$631K +$929 +79 +0.1%
LCM
60
Legato Capital Management
California
$618K -$880K -74,855 -58%
Marshall Wace
61
Marshall Wace
United Kingdom
$610K +$640K +54,406 New
Victory Capital Management
62
Victory Capital Management
Texas
$573K -$29.4K -2,503 -5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$570K -$10.6K -904 -2%
GCM
64
Graham Capital Management
Connecticut
$518K +$287K +24,434 +113%
Prudential Financial
65
Prudential Financial
New Jersey
$504K
Fuller & Thaler Asset Management
66
Fuller & Thaler Asset Management
California
$488K -$12.9K -1,100 -2%
DFCM
67
Dark Forest Capital Management
Puerto Rico
$487K +$510K +43,363 New
PCM
68
Penn Capital Management
Pennsylvania
$486K +$509K +43,301 New
AllianceBernstein
69
AllianceBernstein
Tennessee
$482K -$136K -11,600 -21%
Canada Life
70
Canada Life
Manitoba, Canada
$471K -$13.3K -1,133 -3%
II
71
Inspire Investing
Idaho
$442K +$25.8K +2,196 +6%
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$429K
Deutsche Bank
73
Deutsche Bank
Germany
$412K +$92.2K +7,839 +27%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$395K +$30.9K +2,630 +8%
SFI
75
Susquehanna Fundamental Investments
Pennsylvania
$387K +$406K +34,531 New

HTLD Hedge Fund Activity: Q4 2024 in Review

176 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2024, worth a combined $445M — down 9.1% from $490M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HTLD positions and 16 closed out — a net gain of 14 holders — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Invesco, adding an estimated $3.36M. The largest seller was American Century Companies, cutting an estimated $8.27M.

  • 176 institutional investors held Heartland Express (HTLD) as of Q4 2024, up from 163 in Q3 2024.
  • Funds reported $445M of Heartland Express stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 30 funds opened new Heartland Express positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest Heartland Express buyer in Q4 2024 was Invesco, an estimated $3.36M added.
  • The largest Heartland Express seller in Q4 2024 was American Century Companies, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.