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Heartland Express
HTLD

Overview Fund Activity

155 hedge funds and large institutions have $503M invested in Heartland Express in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
27
Increased
63
Reduced
44
Closed
38
Calls
$653K
Puts
$4.32M
Net Calls
-$3.66M
Net Calls Change
-$2.77M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$6.94M
2
BAM
Burgundy Asset Management
Ontario, Canada
$5.58M
3
3C
325 Capital
New York
$11.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
$2.7M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$2.42M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$38.2M
2
RJA
Raymond James & Associates
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$4.29M
4
EA
Ellsworth Advisors
Ohio
$0
5
SEI Investments
SEI Investments
Pennsylvania
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
126
Arax Advisory Partners
Colorado
$15.3K +$15.1K +1,221 +5,550%
QCG
127
Quadrant Capital Group
Ohio
$14.6K +$14.4K +1,171 +6,888%
IC
128
Innealta Capital
Texas
$13.4K +$13.4K +1,087 New
LC
129
Lindbrook Capital
California
$11.5K +$11.5K +931 New
AssetMark Inc
130
AssetMark Inc
California
$11.2K – – –
FHA
131
First Horizon Advisors
Tennessee
$10.8K – – –
HIIFS
132
Harel Insurance Investments & Financial Services
Israel
$10K -$3.01K -254 -23%
GI
133
GAMMA Investing
California
$9.19K +$9.19K +745 New
CFM
134
Catalyst Funds Management
Australia
$7.4K +$4.93K +400 +200%
EWA
135
EverSource Wealth Advisors
Alabama
$6.24K +$4.53K +349 +264%
PA
136
Parallel Advisors
California
$5.98K +$5.98K +485 New
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$5.84K +$5.6K +454 +2,270%
S
138
SignatureFD
Georgia
$4.81K +$2.18K +177 +83%
Bessemer Group
139
Bessemer Group
New Jersey
$3K +$3K +265 New
Osaic Holdings
140
Osaic Holdings
Arizona
$2.8K -$12.1K -984 -81%
PWMG
141
Private Wealth Management Group
New Jersey
$2.13K +$2.13K +173 New
MG
142
Mather Group
Illinois
$2.09K – – –
AF
143
Advisornet Financial
Minnesota
$1.73K +$1.15K +93 +198%
IA
144
IFP Advisors
Florida
$1.73K +$1.73K +140 New
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$1.69K +$1.69K +137 New
SAM
146
Smartleaf Asset Management
Massachusetts
$1.43K +$1.43K +118 New
ATPW
147
Ashton Thomas Private Wealth
Arizona
$1.36K +$1.36K +110 New
HNB
148
Huntington National Bank
Ohio
$912 -$136 -11 -13%
UB
149
UMB Bank
Missouri
$604 +$604 +49 New
VCM
150
Versant Capital Management
Arizona
$395 – – –
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