Heartland Express
HTLD
154 hedge funds and large institutions have $972M invested in Heartland Express in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more funds holding
Funds holding: 140 → 154 (+14)
4% more capital invested
Capital invested by funds: $930M → $972M (+$41.8M)
4% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$10.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.8M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$2.6M |
| 4 |
JP Morgan Chase
New York
|
+$2.58M |
| 5 |
ClearBridge Investments
New York
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$14.7M |
| 2 |
GAM
Gotham Asset Management
New York
|
-$13.5M |
| 3 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$12.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.6M |
| 5 |
Bank of New York Mellon
New York
|
-$7.02M |
HTLD Hedge Fund Activity: Q1 2016 in Review
154 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2016, worth a combined $972M — up 4.5% from $930M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new HTLD positions and 13 closed out — a net gain of 14 holders — while 49 added to existing stakes and 51 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $10.1M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $14.7M.
- 154 institutional investors held Heartland Express (HTLD) as of Q1 2016, up from 140 in Q4 2015.
- Funds reported $972M of Heartland Express stock for Q1 2016, up 4.5% quarter-over-quarter.
- 27 funds opened new Heartland Express positions in Q1 2016 and 13 closed out, a net change of +14 holders.
- The largest Heartland Express buyer in Q1 2016 was ArrowMark Colorado Holdings, an estimated $10.1M added.
- The largest Heartland Express seller in Q1 2016 was Columbia Wanger Asset Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2016.