Heartland Express
HTLD
161 hedge funds and large institutions have $954M invested in Heartland Express in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 72 reducing their positions, and 13 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
7% more capital invested
Capital invested by funds: $891M → $954M (+$62.9M)
5% more funds holding
Funds holding: 154 → 161 (+7)
44% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$17.4M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$12.2M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$11.7M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$6.83M |
| 5 |
FHAM
Folger Hill Asset Management
New York
|
+$6.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$13.9M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$8.57M |
| 3 |
JP Morgan Chase
New York
|
-$7.02M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$5.31M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$4.87M |
HTLD Hedge Fund Activity: Q3 2016 in Review
161 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2016, worth a combined $954M — up 7.1% from $891M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HTLD positions and 13 closed out — a net gain of 7 holders — while 40 added to existing stakes and 72 trimmed.
The largest buyer was Aberdeen Asset Management, opening a new position worth an estimated $17.4M. The largest seller was Jennison Associates, exiting entirely with an estimated $13.9M sold.
- 161 institutional investors held Heartland Express (HTLD) as of Q3 2016, up from 154 in Q2 2016.
- Funds reported $954M of Heartland Express stock for Q3 2016, up 7.1% quarter-over-quarter.
- 20 funds opened new Heartland Express positions in Q3 2016 and 13 closed out, a net change of +7 holders.
- The largest Heartland Express buyer in Q3 2016 was Aberdeen Asset Management, an estimated $17.4M added.
- The largest Heartland Express seller in Q3 2016 was Jennison Associates, an estimated $13.9M sold.
Based on aggregated 13F filings for Q3 2016.