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Heartland Express
HTLD

Overview Fund Activity

157 hedge funds and large institutions have $901M invested in Heartland Express in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-6
Holders Change %
-3.68%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
49
Reduced
47
Closed
26
Calls
$1K
Puts
$18K
Net Calls
-$17K
Net Calls Change
-$21K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$46.5M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$144M
3
DIA
3
Dean Investment Associates
Ohio
$6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$55.3M
5
BlackRock
5
BlackRock
New York
$127M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$19M
2
Millennium Management
2
Millennium Management
New York
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$25.4M
5
Ameriprise
5
Ameriprise
Minnesota
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$27K -$15.9K -873 -37%
MOACM
127
Mutual of America Capital Management
New York
$22K +$5.12K +275 +30%
AG
128
Advisor Group
Arizona
$20K +$6.97K +372 +54%
IDBONY
129
Israel Discount Bank of New York
New York
$19K +$448 +25 +2%
Bessemer Group
130
Bessemer Group
New Jersey
$19K +$1.31K +70 +7%
FHA
131
First Horizon Advisors
Tennessee
$16K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
IA
133
IFP Advisors
Florida
$11K -$672 -36 -6%
QCG
134
Quadrant Capital Group
Ohio
$9K -$429 -27 -5%
TIM
135
Tortoise Investment Management
New York
$9K – – –
LTFS
136
Ladenburg Thalmann Financial Services
Florida
$9K – – –
JA
137
JOYN Advisors
Georgia
$7K -$12.1K -656 -63%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$7K – – –
ASN
139
Advisory Services Network
Georgia
$6K +$6K +335 New
AQA
140
Alpha Quant Advisors
Texas
$5K +$5K +249 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$4K – – –
BAM
142
Bruderman Asset Management
New York
$4K +$18 +1 +0.5%
QI
143
QS Investors
New York
$3K – – –
CFA
144
Carroll Financial Associates
North Carolina
$3K – – –
NWM
145
Northwest Wealth Management
Iowa
$3K – – –
WAM
146
Wealthspire Advisors (Maryland)
Maryland
$3K +$412 +21 +16%
PA
147
Parallel Advisors
California
$2K – – –
PCG
148
Private Capital Group
Connecticut
$2K +$2K +85 New
FHB
149
First Hawaiian Bank
Hawaii
$2K +$1.92K +97 +2,425%
NFG
150
Next Financial Group
Texas
$1K – – –
4 5
6
7 8