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Heartland Express
HTLD

158 hedge funds and large institutions have $1.11B invested in Heartland Express in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

16% more capital invested

Capital invested by funds: $951M → $1.11B (+$156M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more funds holding

Funds holding: 157 → 158 (+1)

7% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 58

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
4.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
15
Increased
54
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
+$39M
2
American Century Companies
American Century Companies
Missouri
+$22M
3
CWAM
Columbia Wanger Asset Management
Illinois
+$9.25M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.2M
5
SAM
Scopus Asset Management
New York
+$6.78M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$14.8M
2
Ameriprise
Ameriprise
Minnesota
-$8.13M
3
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$6.21M
4
SCM
Sandler Capital Management
New York
-$5.65M
5
BPIM
Brant Point Investment Management
New York
-$4.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
151
Private Trust Company
Ohio
$5K – – –
Macquarie Group
152
Macquarie Group
Australia
$4K – – –
TCOV
153
Trust Company of Vermont
Vermont
$3K +$3.12K +135 New
ACS
154
Archford Capital Strategies
Illinois
$2K – – –
WA
155
WFG Advisors
Texas
$2K +$1.62K +70 New
GAM
156
Gemmer Asset Management
California
$1K – – –
NFG
157
Next Financial Group
Texas
$1K – – –
Manulife (Manufacturers Life Insurance)
158
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$923 +$16.3K +706 +2%
SCM
159
Sandler Capital Management
New York
– -$5.65M -264,900 Closed
DCM
160
Dupont Capital Management
Delaware
– -$881K -41,281 Closed
DTL
161
Dynamic Technology Lab
Singapore
– -$781K -36,602 Closed
Citadel Advisors
162
Citadel Advisors
Florida
– -$523K -24,516 Closed
SCM
163
Stevens Capital Management
Pennsylvania
– -$522K -24,453 Closed
PP
164
PDT Partners
New York
– -$469K -21,959 Closed
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
– -$350K -16,382 Closed
Jane Street
166
Jane Street
New York
– -$349K -16,344 Closed
PA
167
Profund Advisors
Maryland
– -$245K -11,500 Closed
CSS
168
Cubist Systematic Strategies
Connecticut
– -$243K -11,364 Closed
QT
169
Quantbot Technologies
New York
– -$117K -5,500 Closed
TRCT
170
Tower Research Capital (TRC)
New York
– -$116K -5,458 Closed
Fuller & Thaler Asset Management
171
Fuller & Thaler Asset Management
California
– -$111K -5,200 Closed
VFA
172
Virtus Fund Advisers
Connecticut
– -$99K -4,638 Closed
3 4 5 6
7

HTLD Hedge Fund Activity: Q3 2014 in Review

158 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2014, worth a combined $1.11B — up 16% from $951M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HTLD positions and 14 closed out — a net gain of 1 holder — while 54 added to existing stakes and 58 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $39M. The largest seller was Norges Bank, cutting an estimated $14.8M.

  • 158 institutional investors held Heartland Express (HTLD) as of Q3 2014, up from 157 in Q2 2014.
  • Funds reported $1.11B of Heartland Express stock for Q3 2014, up 16% quarter-over-quarter.
  • 15 funds opened new Heartland Express positions in Q3 2014 and 14 closed out, a net change of +1 holder.
  • The largest Heartland Express buyer in Q3 2014 was ArrowMark Colorado Holdings, an estimated $39M added.
  • The largest Heartland Express seller in Q3 2014 was Norges Bank, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2014.