Heartland Express
HTLD
154 hedge funds and large institutions have $502M invested in Heartland Express in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 39 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 43
3% less capital invested
Capital invested by funds: $519M → $502M (-$16.7M)
3.43% less ownership
Funds ownership: 54.96% → 51.53% (-3.4%)
8% less funds holding
Funds holding: 168 → 154 (-14)
31% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 39
85% less call options, than puts
Call options by funds: $653K | Put options by funds: $4.32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$5.84M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$5.06M |
| 3 |
3C
325 Capital
New York
|
+$4.24M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.45M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$34M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$7.23M |
| 3 |
Morgan Stanley
New York
|
-$4.24M |
| 4 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
-$3.84M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$3.01M |
HTLD Hedge Fund Activity: Q2 2024 in Review
154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q2 2024, worth a combined $502M — down 3.2% from $519M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of HTLD and 27 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 63 added.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $5.84M. The largest seller was American Century Companies, cutting an estimated $34M.
- 154 institutional investors held Heartland Express (HTLD) as of Q2 2024, down from 168 in Q1 2024.
- Funds reported $502M of Heartland Express stock for Q2 2024, down 3.2% quarter-over-quarter.
- 27 funds opened new Heartland Express positions in Q2 2024 and 39 closed out, a net change of -12 holders.
- The largest Heartland Express buyer in Q2 2024 was Jacobs Levy Equity Management, an estimated $5.84M added.
- The largest Heartland Express seller in Q2 2024 was American Century Companies, an estimated $34M sold.
Based on aggregated 13F filings for Q2 2024.