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Heartland Express
HTLD

Overview Fund Activity

163 hedge funds and large institutions have $982M invested in Heartland Express in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
3.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
59
Reduced
48
Closed
13
Calls
$5K
Puts
$1K
Net Calls
+$4K
Net Calls Change
+$365K

Top Buyers

1
Franklin Resources
Franklin Resources
California
$39M
2
Millennium Management
Millennium Management
New York
$8.42M
3
ICOM
Investment Counselors of Maryland
Maryland
$22.4M
4
PFC
Phocas Financial Corp
California
$10.8M
5
BlackRock
BlackRock
New York
$135M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$184M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$32.9M
3
Bessemer Group
Bessemer Group
New Jersey
$19K
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.66M
5
Deutsche Bank
Deutsche Bank
Germany
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Sutton Wealth Advisors
Florida
$33.8K – – –
LIA
127
LS Investment Advisors
Michigan
$31K – – –
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$26K – – –
CPIG
129
Chicago Partners Investment Group
Illinois
$26K – – –
UBS Group
130
UBS Group
Switzerland
$25K -$44.5K -2,214 -64%
MPIA
131
Mountain Pacific Investment Advisers
Idaho
$25K +$25K +1,260 New
IDBONY
132
Israel Discount Bank of New York
New York
$20K -$18.1K -935 -47%
JA
133
JOYN Advisors
Georgia
$20K +$2.1K +109 +12%
Bessemer Group
134
Bessemer Group
New Jersey
$19K -$7.04M -350,226 -100%
MOACM
135
Mutual of America Capital Management
New York
$18K +$14.4K +726 +401%
FHA
136
First Horizon Advisors
Tennessee
$17K – – –
AG
137
Advisor Group
Arizona
$14K +$5.16K +256 +58%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.1K +655 +1,424%
IA
139
IFP Advisors
Florida
$12K +$7.49K +390 +166%
QCG
140
Quadrant Capital Group
Ohio
$11K – – –
TIM
141
Tortoise Investment Management
New York
$10K – – –
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$10K +$4.16K +205 +71%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$8K – – –
WIM
144
Westside Investment Management
California
$6.09K +$3.78K +195 +164%
FHA
145
Flagship Harbor Advisors
Massachusetts
$6K – – –
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
$5K +$5K +252 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$4K -$433K -21,208 -99%
CFA
148
Carroll Financial Associates
North Carolina
$4K – – –
BAM
149
Bruderman Asset Management
New York
$4K – – –
RCAG
150
Rehmann Capital Advisory Group
Michigan
$3.94K – – –
3 4 5
6
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