Heartland Express
HTLD
145 hedge funds and large institutions have $609M invested in Heartland Express in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 16 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 51
1% more capital invested
Capital invested by funds: $605M → $609M (+$3.89M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1% less funds holding
Funds holding: 146 → 145 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$17M |
| 2 |
CM
Castleark Management
Chicago,
Illinois
|
+$7.42M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.24M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$3.8M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$3.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$17.4M |
| 2 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$10.5M |
| 3 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$10.3M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$4.68M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$3.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIA
151
Mainstream Investment Advisers
New Albany,
Indiana
| – | -$486K | -35,000 | Closed |
|
152
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$347K | -25,000 | Closed |
|
|
SCM
153
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$297K | -21,438 | Closed |
|
154
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$296K | -21,375 | Closed |
|
155
Two Sigma Advisers
New York
| – | -$280K | -20,106 | Closed |
|
|
PP
156
Paloma Partners
Greenwich,
Connecticut
| – | -$212K | -15,309 | Closed |
|
|
GC
157
Guggenheim Capital
Chicago,
Illinois
| – | -$171K | -12,349 | Closed |
|
|
T
158
TradeWorx
Red Bank,
New Jersey
| – | -$162K | -11,681 | Closed |
|
|
FHB
159
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$70K | -5,020 | Closed |
|
|
OMCS
160
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$11K | -800 | Closed |
|
|
HCC
161
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | +$144 | +10 | New |
|
HTLD Hedge Fund Activity: Q3 2013 in Review
145 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2013, worth a combined $609M — up 0.64% from $605M a quarter earlier.
Fund positioning in HTLD was balanced in Q3 2013: 16 funds opened new positions, 16 closed out, 53 added to existing stakes and 51 trimmed.
The largest buyer was American Century Companies, adding an estimated $17M. The largest seller was Jennison Associates, cutting an estimated $17.4M.
- 145 institutional investors held Heartland Express (HTLD) as of Q3 2013, down from 146 in Q2 2013.
- Funds reported $609M of Heartland Express stock for Q3 2013, up 0.64% quarter-over-quarter.
- 16 funds opened new Heartland Express positions in Q3 2013 and 16 closed out, a net change of 0 holders.
- The largest Heartland Express buyer in Q3 2013 was American Century Companies, an estimated $17M added.
- The largest Heartland Express seller in Q3 2013 was Jennison Associates, an estimated $17.4M sold.
Based on aggregated 13F filings for Q3 2013.