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Heartland Express
HTLD

Overview Fund Activity

153 hedge funds and large institutions have $890M invested in Heartland Express in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
50
Reduced
58
Closed
13
Calls
–
Puts
$197K
Net Calls
-$197K
Net Calls Change
-$197K

Top Buyers

1
NI
1
Nuance Investments
Missouri
$29.1M
2
American Century Companies
2
American Century Companies
Missouri
$160M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$77.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.34M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$2.43M

Top Sellers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$0
2
Invesco
2
Invesco
Georgia
$3.45M
3
Jennison Associates
3
Jennison Associates
New York
$13.9M
4
GAM
4
Gotham Asset Management
New York
$2.99M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
126
Panagora Asset Management
Massachusetts
$51K – – –
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$47K -$10.8K -625 -19%
LIA
128
LS Investment Advisors
Michigan
$37K – – –
Creative Planning
129
Creative Planning
Kansas
$35K +$2.34K +135 +7%
AssetMark Inc
130
AssetMark Inc
California
$33K – – –
TRCT
131
Tower Research Capital (TRC)
New York
$33K +$33K +1,910 New
BAM
132
Bruderman Asset Management
New York
$32K -$7.12K -409 -18%
SWA
133
Sutton Wealth Advisors
Florida
$29.8K – – –
CPIG
134
Chicago Partners Investment Group
Illinois
$24K – – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$20K – – –
FHA
136
First Horizon Advisors
Tennessee
$15K -$661 -39 -4%
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$12K – – –
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$10K -$671 -39 -6%
QCG
139
Quadrant Capital Group
Ohio
$8K -$1.08K -68 -12%
IA
140
IFP Advisors
Florida
$8K +$3.11K +179 +64%
Macquarie Group
141
Macquarie Group
Australia
$6K -$1.11M -59,374 -99%
VCM
142
Versant Capital Management
Arizona
$5K -$17.3K -1,055 -78%
TCOV
143
Trust Company of Vermont
Vermont
$5K +$5K +305 New
MCM
144
MV Capital Management
Maryland
$4K – – –
ACS
145
Archford Capital Strategies
Illinois
$4K +$4K +192 New
PMFA
146
Plante Moran Financial Advisors
Michigan
$2K – – –
ASN
147
Advisory Services Network
Georgia
$2K +$2K +103 New
GWM
148
Geneos Wealth Management
Colorado
$1K -$954 -62 -49%
QI
149
QS Investors
New York
$1K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
3 4 5
6
7