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Heartland Express
HTLD

Overview Fund Activity

153 hedge funds and large institutions have $972M invested in Heartland Express in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+13
Holders Change %
+9.29%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
26
Increased
49
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$76.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$26.2M
3
NI
3
Nuance Investments
Missouri
$3.55M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.46M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$2.49M

Top Sellers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$62.5M
2
GAM
2
Gotham Asset Management
New York
$5.62M
3
SIM
3
Sprucegrove Investment Management
Ontario, Canada
$2.39M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$72.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$62K -$1.6K -86 -3%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$62K +$16.1K +867 +35%
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$56K – – –
PAM
129
Panagora Asset Management
Massachusetts
$55K – – –
Victory Capital Management
130
Victory Capital Management
Texas
$47K -$41.7K -2,254 -47%
BAM
131
Bruderman Asset Management
New York
$42K – – –
LIA
132
LS Investment Advisors
Michigan
$40K – – –
AssetMark Inc
133
AssetMark Inc
California
$36K +$1.22K +65 +4%
Creative Planning
134
Creative Planning
Kansas
$35K – – –
SWA
135
Sutton Wealth Advisors
Florida
$31.7K +$31.7K +1,711 New
CPIG
136
Chicago Partners Investment Group
Illinois
$26K – – –
VCM
137
Versant Capital Management
Arizona
$25K +$23.8K +1,295 +1,992%
First Manhattan
138
First Manhattan
New York
$23K – – –
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$21K – – –
FHA
140
First Horizon Advisors
Tennessee
$16K -$866 -50 -5%
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$12K – – –
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$11K -$2.11K -119 -16%
QCG
143
Quadrant Capital Group
Ohio
$10K +$10K +573 New
TFA
144
Transamerica Financial Advisors
Florida
$8K – – –
Geode Capital Management
145
Geode Capital Management
Massachusetts
$7.76K +$118 +6,352 +2%
IA
146
IFP Advisors
Florida
$6K -$3.82K -179 -39%
MCM
147
MV Capital Management
Maryland
$4K – – –
GWM
148
Geneos Wealth Management
Colorado
$2K +$2K +127 New
PMFA
149
Plante Moran Financial Advisors
Michigan
$2K +$2K +133 New
QI
150
QS Investors
New York
$1K – – –
3 4 5
6
7