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Heartland Express

176 hedge funds and large institutions have $445M invested in Heartland Express in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $537K

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

8% more funds holding

Funds holding: 163176 (+13)

0.28% less ownership

Funds ownership: 50.8%50.51% (-0.28%)

9% less capital invested

Capital invested by funds: $490M → $445M (-$44.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
53
Reduced
60
Closed
16
Calls
$1.02M
Puts
$537K
Net Calls
+$480K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$114K
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$109K
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$108K
KK
129
KLP Kapitalforvaltning
Norway
$105K +$109K +9,300 New
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$88K -$38K -3,230 -29%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$83.6K
MAM
132
Meeder Asset Management
Ohio
$79.4K +$83.3K +7,081 New
RS
133
R Squared
Hong Kong
$75.1K +$78.7K +6,690 New
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$55K -$2.07K -176 -3%
TRCT
135
Tower Research Capital (TRC)
New York
$52K -$296K -25,158 -84%
AIP
136
Ameritas Investment Partners
Nebraska
$51.9K
HT
137
Headlands Technologies
Illinois
$42.4K +$44.5K +3,780 New
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$30.1K -$1.44K -122 -4%
QCG
139
Quadrant Capital Group
Ohio
$28.8K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$23.4K +$5.48K +466 +29%
Osaic Holdings
141
Osaic Holdings
Arizona
$20.5K +$19.1K +1,627 +814%
VCM
142
Versant Capital Management
Arizona
$13K +$13.3K +1,127 +3,522%
GKIM
143
GW&K Investment Management
Massachusetts
$13K -$318 -27 -2%
PA
144
Parallel Advisors
California
$11.1K -$1.98K -168 -14%
ETC
145
Exchange Traded Concepts
Oklahoma
$10.3K +$10.8K +916 New
SCM
146
Sterling Capital Management
North Carolina
$10.1K +$9.36K +796 +737%
GI
147
GAMMA Investing
California
$8.71K -$2.09K -178 -19%
FHA
148
First Horizon Advisors
Tennessee
$7.82K +$1.2K +102 +17%
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$7.05K +$1.81K +154 +32%
HIIFS
150
Harel Insurance Investments & Financial Services
Israel
$6K -$2.96K -252 -32%

HTLD Hedge Fund Activity: Q4 2024 in Review

176 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2024, worth a combined $445M — down 9.1% from $490M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HTLD positions and 16 closed out — a net gain of 14 holders — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Invesco, adding an estimated $3.36M. The largest seller was American Century Companies, cutting an estimated $8.27M.

  • 176 institutional investors held Heartland Express (HTLD) as of Q4 2024, up from 163 in Q3 2024.
  • Funds reported $445M of Heartland Express stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 30 funds opened new Heartland Express positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest Heartland Express buyer in Q4 2024 was Invesco, an estimated $3.36M added.
  • The largest Heartland Express seller in Q4 2024 was American Century Companies, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.