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Heartland Express

163 hedge funds and large institutions have $490M invested in Heartland Express in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $361K | Put options by funds: $52K

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

6% more funds holding

Funds holding: 154163 (+9)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.73% less ownership

Funds ownership: 51.53%50.8% (-0.73%)

3% less capital invested

Capital invested by funds: $502M → $490M (-$12.6M)

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
59
Reduced
55
Closed
14
Calls
$361K
Puts
$52K
Net Calls
+$309K
Net Calls Change
+$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
$31.5K +$16.9K +1,378 +116%
SOW
127
State of Wyoming
Wyoming
$24.3K +$2.23K +182 +10%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$19.9K +$2.9K +236 +17%
GKIM
129
GW&K Investment Management
Massachusetts
$15K -$7.8M -635,957 -100%
AAP
130
Arax Advisory Partners
Colorado
$15K -$270 -22 -2%
PA
131
Parallel Advisors
California
$14.3K +$8.29K +676 +139%
LC
132
Lindbrook Capital
California
$12.9K +$1.44K +117 +13%
GI
133
GAMMA Investing
California
$11.7K +$2.56K +209 +28%
HIIFS
134
Harel Insurance Investments & Financial Services
Israel
$10K -$699 -57 -7%
QL
135
Quarry LP
New York
$7.7K +$7.69K +627 New
FHA
136
First Horizon Advisors
Tennessee
$7.3K -$3.5K -285 -32%
ACM
137
Aster Capital Management
United Arab Emirates
$7.11K +$7.1K +579 New
CPA
138
Capital Performance Advisors
California
$6.72K +$6.71K +547 New
EWA
139
EverSource Wealth Advisors
Alabama
$5.91K
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$5.82K
HCA
141
Harbor Capital Advisors
Illinois
$5K +$4.93K +402 New
SAM
142
Smartleaf Asset Management
Massachusetts
$3.55K +$2.16K +176 +149%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$3.07K +$3.12K +254 New
Bessemer Group
144
Bessemer Group
New Jersey
$3K
Osaic Holdings
145
Osaic Holdings
Arizona
$2.46K -$331 -27 -12%
S
146
SignatureFD
Georgia
$2.17K -$2.61K -213 -55%
PWMG
147
Private Wealth Management Group
New Jersey
$2.13K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$1.97K +$282 +23 +17%
AF
149
Advisornet Financial
Minnesota
$1.72K
IA
150
IFP Advisors
Florida
$1.72K

HTLD Hedge Fund Activity: Q3 2024 in Review

163 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2024, worth a combined $490M — down 2.5% from $502M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTLD positions and 14 closed out — a net gain of 10 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $6.63M. The largest seller was American Century Companies, cutting an estimated $10.6M.

  • 163 institutional investors held Heartland Express (HTLD) as of Q3 2024, up from 154 in Q2 2024.
  • Funds reported $490M of Heartland Express stock for Q3 2024, down 2.5% quarter-over-quarter.
  • 24 funds opened new Heartland Express positions in Q3 2024 and 14 closed out, a net change of +10 holders.
  • The largest Heartland Express buyer in Q3 2024 was Weiss Asset Management, an estimated $6.63M added.
  • The largest Heartland Express seller in Q3 2024 was American Century Companies, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.