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Heartland Express

176 hedge funds and large institutions have $445M invested in Heartland Express in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $537K

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

8% more funds holding

Funds holding: 163176 (+13)

0.28% less ownership

Funds ownership: 50.8%50.51% (-0.28%)

9% less capital invested

Capital invested by funds: $490M → $445M (-$44.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
53
Reduced
60
Closed
16
Calls
$1.02M
Puts
$537K
Net Calls
+$480K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$203K -$78.6K -6,685 -27%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201K -$1.19K -101 -0.6%
IA
103
Inspire Advisors
Idaho
$194K +$20.8K +1,770 +11%
YCM
104
Yousif Capital Management
Michigan
$189K
Comerica Bank
105
Comerica Bank
Texas
$183K -$3.79K -322 -2%
FMII
106
Farmers & Merchants Investments Inc
Nebraska
$181K
ASRS
107
Arizona State Retirement System
Arizona
$179K -$129 -11 -0.1%
AC
108
AXQ Capital
New Jersey
$176K +$185K +15,726 New
SPA
109
Sherbrooke Park Advisers
New York
$175K -$407K -34,577 -69%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$174K -$10.9K -924 -6%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$171K +$5.15K +438 +3%
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$171K +$179K +15,263 New
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$164K
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$163K
Hudson Bay Capital Management
115
Hudson Bay Capital Management
Connecticut
$157K -$294K -25,000 -64%
ProShare Advisors
116
ProShare Advisors
Maryland
$157K +$164K +13,984 New
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$150K
IC
118
IEQ Capital
California
$148K +$156K +13,226 New
PCM
119
Polymer Capital Management
New York
$146K +$153K +13,037 New
LA
120
LexAurum Advisors
Kansas
$146K
AB
121
Amalgamated Bank
New York
$144K -$1.35K -115 -0.9%
XT
122
XTX Topco
Cayman Islands
$134K +$141K +11,970 New
DM
123
Deerfield Management
New York
$130K -$662K -56,281 -83%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$129K -$5.92K -503 -4%
PFSRSONJ
125
Police & Firemen's Retirement System of New Jersey
New Jersey
$114K +$120K +10,191 New

HTLD Hedge Fund Activity: Q4 2024 in Review

176 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2024, worth a combined $445M — down 9.1% from $490M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HTLD positions and 16 closed out — a net gain of 14 holders — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Invesco, adding an estimated $3.36M. The largest seller was American Century Companies, cutting an estimated $8.27M.

  • 176 institutional investors held Heartland Express (HTLD) as of Q4 2024, up from 163 in Q3 2024.
  • Funds reported $445M of Heartland Express stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 30 funds opened new Heartland Express positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest Heartland Express buyer in Q4 2024 was Invesco, an estimated $3.36M added.
  • The largest Heartland Express seller in Q4 2024 was American Century Companies, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.