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Heartland Express
HTLD

Overview Fund Activity

155 hedge funds and large institutions have $503M invested in Heartland Express in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
27
Increased
63
Reduced
44
Closed
38
Calls
$653K
Puts
$4.32M
Net Calls
-$3.66M
Net Calls Change
-$2.77M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$6.94M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$5.58M
3
3C
3
325 Capital
New York
$11.1M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$2.7M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$2.42M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$38.2M
2
RJA
2
Raymond James & Associates
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$4.29M
4
EA
4
Ellsworth Advisors
Ohio
$0
5
SEI Investments
5
SEI Investments
Pennsylvania
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
Inspire Advisors
Idaho
$203K +$21.4K +1,732 +12%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$201K – – –
FMII
103
Farmers & Merchants Investments Inc
Nebraska
$199K – – –
MSRPS
104
Maryland State Retirement & Pension System
Maryland
$197K -$11.1K -897 -5%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$192K +$132K +10,734 +222%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$183K -$103K -8,387 -36%
FRM
107
Fox Run Management
Connecticut
$179K +$179K +14,531 New
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$178K – – –
HSBC Holdings
109
HSBC Holdings
United Kingdom
$166K +$166K +13,426 New
AB
110
Amalgamated Bank
New York
$165K -$18.6K -1,512 -10%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$165K -$1.51M -122,814 -90%
ASRS
112
Arizona State Retirement System
Arizona
$164K +$3.02K +245 +2%
LA
113
LexAurum Advisors
Kansas
$160K – – –
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$157K – – –
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$137K -$13.6K -1,100 -9%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$135K +$44.4K +3,575 +49%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$120K – – –
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$91.8K – – –
ACM
119
Aquatic Capital Management
Illinois
$77.7K -$53K -4,300 -41%
TRCT
120
Tower Research Capital (TRC)
New York
$57.6K +$54.3K +4,406 +1,675%
AIP
121
Ameritas Investment Partners
Nebraska
$57K – – –
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$34K +$24.7K +1,984 +266%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$31.7K +$12.4K +1,007 +65%
SOW
124
State of Wyoming
Wyoming
$22.2K +$2.38K +193 +12%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$17.1K +$15.6K +1,261 +1,001%
3 4
5
6 7