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Heartland Express
HTLD

Overview Fund Activity

163 hedge funds and large institutions have $697M invested in Heartland Express in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-11
Holders Change %
-6.32%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
45
Reduced
75
Closed
21
Calls
$412K
Puts
$147K
Net Calls
+$265K
Net Calls Change
+$541K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$15M
2
American Century Companies
American Century Companies
Missouri
$129M
3
Invesco
Invesco
Georgia
$10.6M
4
WMSA
Weiss Multi-Strategy Advisers
New York
$2.07M
5
HA
Heartland Advisors
Wisconsin
$9.42M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.7M
2
Ameriprise
Ameriprise
Minnesota
$16.7M
3
Citadel Advisors
Citadel Advisors
Florida
$1.09M
4
BlackRock
BlackRock
New York
$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$40.5K – – –
HIIFS
127
Harel Insurance Investments & Financial Services
Israel
$28K -$1.03K -63 -4%
RTC
128
Riverview Trust Company
Washington
$28K – – –
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$24.3K – – –
ACM
130
Aquatic Capital Management
Illinois
$23K +$23K +1,400 New
TRCT
131
Tower Research Capital (TRC)
New York
$22.3K +$1.3K +79 +6%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K -$1.1K -66 -5%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$20.6K +$4.56K +278 +28%
US Bancorp
134
US Bancorp
Minnesota
$19.4K -$263 -16 -1%
UBS Group
135
UBS Group
Switzerland
$16.4K -$351K -21,376 -96%
AssetMark Inc
136
AssetMark Inc
California
$14.9K – – –
Simplex Trading
137
Simplex Trading
Illinois
$14K +$14K +895 New
QL
138
Quarry LP
New York
$11.3K +$11.3K +686 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$11.2K -$689 -42 -6%
FHA
140
First Horizon Advisors
Tennessee
$10.8K +$213 +13 +2%
EWA
141
EverSource Wealth Advisors
Alabama
$7.86K – – –
Osaic Holdings
142
Osaic Holdings
Arizona
$7.3K -$213 -13 -3%
RCM
143
Raleigh Capital Management
North Carolina
$5.74K +$2.04K +124 +55%
GRP
144
Global Retirement Partners
California
$5.43K – – –
HNB
145
Huntington National Bank
Ohio
$5.23K -$1.72K -105 -25%
AWM
146
Avior Wealth Management
Nebraska
$3.71K – – –
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$3.5K +$328 +20 +10%
LC
148
Lindbrook Capital
California
$3.43K -$525 -32 -13%
VCM
149
Versant Capital Management
Arizona
$2.61K +$279 +17 +12%
SWM
150
Sugarloaf Wealth Management
Georgia
$1.99K – – –
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6
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