HTLD icon

Heartland Express
HTLD

Overview Fund Activity

168 hedge funds and large institutions have $1.13B invested in Heartland Express in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
66
Reduced
51
Closed
19
Calls
$402K
Puts
–
Net Calls
+$402K
Net Calls Change
+$402K

Top Buyers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$70.1M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$15.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.25M
4
American Century Companies
4
American Century Companies
Missouri
$58.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9.01M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$53.9M
2
CM
2
Castleark Management
Illinois
$0
3
PIM
3
Perkins Investment Management
Illinois
$0
4
Invesco
4
Invesco
Georgia
$33.9M
5
SAM
5
Scopus Asset Management
New York
$8.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$30.8K +$30.7K +1,294 +129,400%
First Manhattan
152
First Manhattan
New York
$30K – – –
Lazard Asset Management
153
Lazard Asset Management
New York
$27K -$1.7M -72,828 -98%
FHA
154
First Horizon Advisors
Tennessee
$25K -$114 -5 -0.5%
FNYS
155
First New York Securities
New York
$22.5K +$22.5K +945 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$12K -$2.87K -125 -19%
TFA
157
Transamerica Financial Advisors
Florida
$10K – – –
CTC
158
Central Trust Company
Missouri
$9K – – –
FMT
159
First Mercantile Trust
Tennessee
$7K -$251 -11 -3%
Creative Planning
160
Creative Planning
Kansas
$5K – – –
MCM
161
MV Capital Management
Maryland
$5K – – –
ACS
162
Archford Capital Strategies
Illinois
$2.28K – – –
WA
163
WFG Advisors
Texas
$2K – – –
BPBT
164
Boston Private Bank & Trust
Massachusetts
$2K – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$2K +$2K +99 New
IWM
166
Integrated Wealth Management
California
$1K +$1K +69 New
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$900 +$25 +1,048 +3%
CM
168
Castleark Management
Illinois
– -$17.7M -653,723 Closed
PIM
169
Perkins Investment Management
Illinois
– -$7.55M -279,439 Closed
EI
170
EAM Investors
California
– -$1.87M -69,211 Closed
RA
171
Royce & Associates
New York
– -$1.53M -56,545 Closed
BPIM
172
Brant Point Investment Management
New York
– -$1.39M -51,400 Closed
EAM
173
EverPoint Asset Management
Connecticut
– -$1.18M -43,796 Closed
MLICM
174
Metropolitan Life Insurance Company (MetLife)
New York
– -$1.14M -42,154 Closed
RFC
175
Russell Frank Company
Washington
– -$649K -23,952 Closed
4 5 6
7
8