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Heartland Express
HTLD

Overview Fund Activity

169 hedge funds and large institutions have $1.03B invested in Heartland Express in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
4.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
26
Increased
57
Reduced
47
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
PIM
1
Perkins Investment Management
Illinois
$40.7M
2
NI
2
Nuance Investments
Missouri
$60.3M
3
BFA
3
BlackRock Fund Advisors
California
$70M
4
AAM
4
Aberdeen Asset Management
United Kingdom
$26.1M
5
State Street
5
State Street
Massachusetts
$27.5M

Top Sellers

1
RCI
1
Redwood Capital Investments
Maryland
$43.1M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$81.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$12M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$384K
5
GKIM
5
GW&K Investment Management
Massachusetts
$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$17K – – –
TIM
152
Tortoise Investment Management
New York
$10K – – –
QCG
153
Quadrant Capital Group
Ohio
$10K – – –
IA
154
IFP Advisors
Florida
$9K – – –
TRCT
155
Tower Research Capital (TRC)
New York
$6K -$22.2K -1,076 -79%
VCM
156
Versant Capital Management
Arizona
$6K – – –
LF
157
Lee Financial
Texas
$6K +$6K +290 New
MCM
158
MV Capital Management
Maryland
$5K – – –
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$5K +$2.09K +90 +72%
PMFA
160
Plante Moran Financial Advisors
Michigan
$3K – – –
WTC
161
WhitTier Trust Company
Nevada
$3K +$3K +135 New
PA
162
Parallel Advisors
California
$3K +$3K +144 New
GWM
163
Geneos Wealth Management
Colorado
$2K -$929 -65 -32%
QI
164
QS Investors
New York
$1K – – –
ACS
165
Archford Capital Strategies
Illinois
$1K – – –
NFG
166
Next Financial Group
Texas
$1K – – –
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +49 New
ESCM
168
Echo Street Capital Management
New York
– -$3.05M -161,560 Closed
RQS
169
Ramsey Quantitative Systems
Kentucky
– -$676K -35,792 Closed
BCM
170
BlueCrest Capital Management
Jersey
– -$571K -30,239 Closed
OAC
171
OMERS Administration Corp
Ontario, Canada
– -$557K -29,500 Closed
SAM
172
Symphony Asset Management
California
– -$528K -27,950 Closed
Kayne Anderson Rudnick Investment Management
173
Kayne Anderson Rudnick Investment Management
California
– -$493K -26,081 Closed
LP
174
LMR Partners
United Kingdom
– -$380K -20,144 Closed
MF
175
Magnetar Financial
Illinois
– -$357K -18,912 Closed
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