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Heartland Express
HTLD

169 hedge funds and large institutions have $1.03B invested in Heartland Express in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

60.91% more ownership

Funds ownership: 0% → 60.91% (+61%)

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $954M → $1.03B (+$77.7M)

5% more funds holding

Funds holding: 161 → 169 (+8)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
4.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
26
Increased
57
Reduced
47
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
+$27.6M
2
NI
Nuance Investments
Missouri
+$12.8M
3
BFA
BlackRock Fund Advisors
California
+$8.04M
4
AAM
Aberdeen Asset Management
United Kingdom
+$7.04M
5
State Street
State Street
Massachusetts
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
RCI
Redwood Capital Investments
Maryland
-$35.5M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$15.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$6.47M
5
GKIM
GW&K Investment Management
Massachusetts
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$110K – – –
Walleye Trading
127
Walleye Trading
New York
$107K +$81.8K +4,071 +349%
SOADOR
128
State of Alaska Department of Revenue
Alaska
$95K +$94.2K +4,690 New
MCIM
129
Meadow Creek Investment Management
Georgia
$82K +$80.6K +4,012 New
BlackRock
130
BlackRock
New York
$76K -$1.77K -88 -2%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$70K -$3.05K -152 -4%
NIT
132
NumerixS Investment Technologies
British Columbia, Canada
$67K -$213K -10,600 -76%
EP
133
Elkfork Partners
Oregon
$67K +$66.4K +3,304 New
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$65K – – –
PAM
135
Panagora Asset Management
Massachusetts
$60K – – –
AG
136
Advisor Group
Arizona
$58K -$4.78K -238 -8%
GHCM
137
Glen Harbor Capital Management
California
$53K +$52.2K +2,596 New
Bessemer Group
138
Bessemer Group
New Jersey
$52K +$40.3K +2,007 +365%
RCM
139
Riverhead Capital Management
Delaware
$43K – – –
IDBONY
140
Israel Discount Bank of New York
New York
$42K +$41.6K +2,070 New
Creative Planning
141
Creative Planning
Kansas
$41K – – –
AssetMark Inc
142
AssetMark Inc
California
$38K -$964 -48 -3%
BAM
143
Bruderman Asset Management
New York
$38K +$60 +3 +0.2%
NA
144
Neuburgh Advisers
California
$38K +$37.9K +1,888 New
QT
145
Quantbot Technologies
New York
$36K +$35.7K +1,776 New
SWA
146
Sutton Wealth Advisors
Florida
$34.8K – – –
LIA
147
LS Investment Advisors
Michigan
$33K – – –
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$30K – – –
CPIG
149
Chicago Partners Investment Group
Illinois
$28K – – –
ECM
150
Elgethun Capital Management
South Dakota
$21K +$20.5K +1,020 New
4 5
6
7 8

HTLD Hedge Fund Activity: Q4 2016 in Review

169 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2016, worth a combined $1.03B — up 8.2% from $954M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTLD positions and 16 closed out — a net gain of 10 holders — while 57 added to existing stakes and 47 trimmed.

The largest buyer was Perkins Investment Management, adding an estimated $27.6M. The largest seller was Redwood Capital Investments, cutting an estimated $35.5M.

  • 169 institutional investors held Heartland Express (HTLD) as of Q4 2016, up from 161 in Q3 2016.
  • Funds reported $1.03B of Heartland Express stock for Q4 2016, up 8.2% quarter-over-quarter.
  • 26 funds opened new Heartland Express positions in Q4 2016 and 16 closed out, a net change of +10 holders.
  • The largest Heartland Express buyer in Q4 2016 was Perkins Investment Management, an estimated $27.6M added.
  • The largest Heartland Express seller in Q4 2016 was Redwood Capital Investments, an estimated $35.5M sold.

Based on aggregated 13F filings for Q4 2016.