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Heartland Express
HTLD

Overview Fund Activity

163 hedge funds and large institutions have $697M invested in Heartland Express in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-11
Holders Change %
-6.32%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
45
Reduced
75
Closed
21
Calls
$412K
Puts
$147K
Net Calls
+$265K
Net Calls Change
+$541K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15M
2
American Century Companies
2
American Century Companies
Missouri
$129M
3
Invesco
3
Invesco
Georgia
$10.6M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$2.07M
5
HA
5
Heartland Advisors
Wisconsin
$9.42M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.7M
2
Ameriprise
2
Ameriprise
Minnesota
$16.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.09M
4
BlackRock
4
BlackRock
New York
$122M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$260K – – –
CIM
102
Contravisory Investment Management
Massachusetts
$249K – – –
RC
103
RBF Capital
California
$246K – – –
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$239K -$2.13M -130,103 -90%
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$239K -$14K -855 -6%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$237K +$13.4K +817 +6%
ASRS
107
Arizona State Retirement System
Arizona
$218K -$63K -3,842 -22%
LA
108
LexAurum Advisors
Kansas
$213K – – –
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$209K – – –
YIH
110
Y-Intercept (HK)
Hong Kong
$204K -$11.3K -689 -5%
PA
111
Parallel Advisors
California
$198K -$35K -2,131 -15%
Handelsbanken Fonder
112
Handelsbanken Fonder
Sweden
$194K – – –
ECM
113
Evergreen Capital Management
Washington
$178K -$5.17K -315 -3%
CB
114
Commerce Bank
Missouri
$166K -$2.46K -150 -1%
SG Americas Securities
115
SG Americas Securities
New York
$127K -$341K -20,847 -73%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$123K +$12.3K +747 +11%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$122K – – –
CMF
118
Counterpoint Mutual Funds
California
$108K +$108K +6,563 New
Amundi
119
Amundi
France
$101K -$3.89K -236 -4%
SOW
120
State of Wyoming
Wyoming
$76.9K -$118K -7,218 -61%
QCG
121
Quadrant Capital Group
Ohio
$75.1K -$1.59K -97 -2%
S
122
SignatureFD
Georgia
$71.4K -$19.6K -1,197 -22%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$70K +$8.54K +517 +14%
KBC Group
124
KBC Group
Belgium
$69K – – –
AIP
125
Ameritas Investment Partners
Nebraska
$63.8K – – –
3 4
5
6 7