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Heartland Express
HTLD

Overview Fund Activity

174 hedge funds and large institutions have $687M invested in Heartland Express in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
48
Reduced
72
Closed
19
Calls
$20K
Puts
$296K
Net Calls
-$276K
Net Calls Change
+$2.57M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$19.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.2M
3
HA
3
Heartland Advisors
Wisconsin
$7.88M
4
Millennium Management
4
Millennium Management
New York
$1.74M
5
SDIC
5
South Dakota Investment Council
South Dakota
$820K

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$123M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$35.9M
3
RA
3
Royce & Associates
New York
$0
4
BlackRock
4
BlackRock
New York
$121M
5
Invesco
5
Invesco
Georgia
$8.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
126
Lazard Asset Management
New York
$117K +$68.9K +4,349 +143%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$107K -$4.95K -311 -4%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$102K +$102K +144,684 New
Amundi
129
Amundi
France
$96.3K +$96.3K +6,338 New
S
130
SignatureFD
Georgia
$88.3K +$10.2K +639 +13%
QCG
131
Quadrant Capital Group
Ohio
$74.4K -$13.3K -833 -15%
KBC Group
132
KBC Group
Belgium
$67K +$14.6K +913 +28%
AIP
133
Ameritas Investment Partners
Nebraska
$61.9K – – –
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$59K +$7.13K +450 +14%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$39.3K -$6.67K -419 -15%
HIIFS
136
Harel Insurance Investments & Financial Services
Israel
$28K -$1.27K -81 -4%
RTC
137
Riverview Trust Company
Washington
$27.2K – – –
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$24K – – –
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K -$537 -34 -2%
TRCT
140
Tower Research Capital (TRC)
New York
$20K -$224K -14,330 -92%
US Bancorp
141
US Bancorp
Minnesota
$19.1K -$860 -54 -4%
TWA
142
TCI Wealth Advisors
Arizona
$17K – – –
Fidelity Investments
143
Fidelity Investments
Massachusetts
$15.5K +$3.06K +192 +24%
AssetMark Inc
144
AssetMark Inc
California
$14.4K – – –
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$11.5K -$1.02K -64 -8%
FHA
146
First Horizon Advisors
Tennessee
$10.3K +$127 +8 +1%
AWM
147
Accel Wealth Management
Iowa
$10.1K – – –
EWA
148
EverSource Wealth Advisors
Alabama
$7.63K -$3.22K -202 -30%
Osaic Holdings
149
Osaic Holdings
Arizona
$7.3K +$572 +36 +9%
HNB
150
Huntington National Bank
Ohio
$6.75K +$5.73K +360 +563%
4 5
6
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