Heartland Express
HTLD
157 hedge funds and large institutions have $901M invested in Heartland Express in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 26 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 47
0.68% less ownership
Funds ownership: 60.77% → 60.09% (-0.68%)
4% less funds holding
Funds holding: 163 → 157 (-6)
8% less capital invested
Capital invested by funds: $982M → $901M (-$81.3M)
23% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 26
94% less call options, than puts
Call options by funds: $1K | Put options by funds: $18K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$10.7M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.42M |
| 3 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$1.73M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.48M |
| 5 |
BlackRock
New York
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$11.8M |
| 2 |
Millennium Management
New York
|
-$8.41M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.66M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.49M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.17M |
HTLD Hedge Fund Activity: Q4 2018 in Review
157 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2018, worth a combined $901M — down 8.3% from $982M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of HTLD and 20 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 49 added.
The largest buyer was Franklin Resources, adding an estimated $10.7M. The largest seller was Aberdeen Group, cutting an estimated $11.8M.
- 157 institutional investors held Heartland Express (HTLD) as of Q4 2018, down from 163 in Q3 2018.
- Funds reported $901M of Heartland Express stock for Q4 2018, down 8.3% quarter-over-quarter.
- 20 funds opened new Heartland Express positions in Q4 2018 and 26 closed out, a net change of -6 holders.
- The largest Heartland Express buyer in Q4 2018 was Franklin Resources, an estimated $10.7M added.
- The largest Heartland Express seller in Q4 2018 was Aberdeen Group, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2018.