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Heartland Express
HTLD

Overview Fund Activity

161 hedge funds and large institutions have $726M invested in Heartland Express in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
49
Reduced
64
Closed
19
Calls
$1.09M
Puts
$11.1M
Net Calls
-$10M
Net Calls Change
-$9.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.35M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$44.4M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$4.91M
4
Goldman Sachs
4
Goldman Sachs
New York
$10.3M
5
State Street
5
State Street
Massachusetts
$35.5M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.26M
2
GKIM
2
GW&K Investment Management
Massachusetts
$12.7M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.7M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
126
Harel Insurance Investments & Financial Services
Israel
$55K +$12.1K +715 +28%
SOW
127
State of Wyoming
Wyoming
$36K -$900 -53 -2%
AssetMark Inc
128
AssetMark Inc
California
$28K -$2.03K -120 -7%
S
129
SignatureFD
Georgia
$26K +$4.77K +285 +22%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$25K +$1.5K +90 +6%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$19K -$53.2K -3,500 -74%
SWA
132
Sutton Wealth Advisors
Florida
$18.5K – – –
US Bancorp
133
US Bancorp
Minnesota
$15K -$27.8K -1,603 -65%
TRCT
134
Tower Research Capital (TRC)
New York
$13K -$8K -493 -38%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +747 New
QCG
136
Quadrant Capital Group
Ohio
$11K -$7.62K -454 -41%
AWM
137
Accel Wealth Management
Iowa
$11K +$350 +20 +3%
Osaic Holdings
138
Osaic Holdings
Arizona
$10K -$1.06K -62 -10%
Macquarie Group
139
Macquarie Group
Australia
$10K – – –
FHA
140
First Horizon Advisors
Tennessee
$8K – – –
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$6K +$606 +38 +11%
C
142
Covestor
United Kingdom
$6K +$6K +328 New
FPS
143
Fieldpoint Private Securities
Connecticut
$6K +$6K +340 New
TWA
144
TCI Wealth Advisors
Arizona
$4K – – –
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$3K -$4.76K -260 -61%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$3K -$597 -40 -17%
EWA
147
EverSource Wealth Advisors
Alabama
$3K +$3K +194 New
ACM
148
Aquatic Capital Management
Illinois
$3K +$3K +200 New
Group One Trading
149
Group One Trading
Illinois
$2K -$6K -300 -75%
LC
150
Lindbrook Capital
California
$2K -$2.44K -179 -55%
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