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Heartland Express

163 hedge funds and large institutions have $490M invested in Heartland Express in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $361K | Put options by funds: $52K

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

6% more funds holding

Funds holding: 154163 (+9)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.73% less ownership

Funds ownership: 51.53%50.8% (-0.73%)

3% less capital invested

Capital invested by funds: $502M → $490M (-$12.6M)

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
59
Reduced
55
Closed
14
Calls
$361K
Puts
$52K
Net Calls
+$309K
Net Calls Change
+$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
Paloma Partners
Connecticut
$202K +$202K +16,434 New
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$199K
ASRS
103
Arizona State Retirement System
Arizona
$196K +$32.6K +2,657 +20%
IA
104
Inspire Advisors
Idaho
$191K -$11.1K -907 -6%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$182K -$9.1K -742 -5%
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$179K -$17.3K -1,407 -9%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$177K
SC
108
Savant Capital
Illinois
$167K -$77.6K -6,323 -32%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$164K
GAM
110
Gotham Asset Management
New York
$160K +$160K +13,027 New
LA
111
LexAurum Advisors
Kansas
$160K
AB
112
Amalgamated Bank
New York
$159K -$6.05K -493 -4%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$147K -$9.03K -736 -6%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$136K +$2.48K +202 +2%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$125K -$12.3K -1,000 -9%
IIM
116
INTECH Investment Management
Florida
$124K +$124K +10,113 New
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$119K
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$118K -$103K -8,400 -47%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$91.5K
A
120
AlphaQuest
New York
$90.7K -$138K -11,234 -60%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$62K +$28.7K +2,340 +86%
AIP
122
Ameritas Investment Partners
Nebraska
$56.8K
Acadian Asset Management
123
Acadian Asset Management
Massachusetts
$42K +$42K +3,422 New
UCI
124
Uncommon Cents Investing
Wisconsin
$36.5K +$36.5K +2,975 New
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$34.5K +$2.92K +238 +9%

HTLD Hedge Fund Activity: Q3 2024 in Review

163 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2024, worth a combined $490M — down 2.5% from $502M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTLD positions and 14 closed out — a net gain of 10 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $6.63M. The largest seller was American Century Companies, cutting an estimated $10.6M.

  • 163 institutional investors held Heartland Express (HTLD) as of Q3 2024, up from 154 in Q2 2024.
  • Funds reported $490M of Heartland Express stock for Q3 2024, down 2.5% quarter-over-quarter.
  • 24 funds opened new Heartland Express positions in Q3 2024 and 14 closed out, a net change of +10 holders.
  • The largest Heartland Express buyer in Q3 2024 was Weiss Asset Management, an estimated $6.63M added.
  • The largest Heartland Express seller in Q3 2024 was American Century Companies, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.