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Heartland Express
HTLD

Overview Fund Activity

165 hedge funds and large institutions have $914M invested in Heartland Express in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+8
Holders Change %
+5.1%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
55
Reduced
54
Closed
21
Calls
$287K
Puts
–
Net Calls
+$287K
Net Calls Change
+$1.15M

Top Buyers

1
BlackRock
1
BlackRock
New York
$158M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$6.71M
3
MWNA
3
Marshall Wace North America
New York
$6.59M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$5.7M
5
MAM
5
Martingale Asset Management
Massachusetts
$4.93M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$144M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$66.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Invesco
4
Invesco
Georgia
$14.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$9K – – –
RCA
152
Ranch Capital Advisors
Florida
$8K -$1.2K -60 -13%
S
153
SignatureFD
Georgia
$7K +$3.5K +170 +100%
VCM
154
Versant Capital Management
Arizona
$6K +$3.73K +209 +165%
SWM
155
Sugarloaf Wealth Management
Georgia
$3K – – –
EI
156
Ellevest Inc
New York
$3K +$2.6K +138 +657%
GAM
157
Gemmer Asset Management
California
$2K – – –
LC
158
Lindbrook Capital
California
$2K – – –
BCA
159
Berman Capital Advisors
Georgia
$2K +$2K +118 New
MAM
160
Meeder Asset Management
Ohio
$1K -$30.5K -1,249 -97%
TFO
161
Tarbox Family Office
California
$1K – – –
SFS
162
Sowell Financial Services
Arkansas
$1K – – –
OPS
163
Orion Portfolio Solutions
Nebraska
$1K +$1K +51 New
UFF
164
USA Financial Formulas
Michigan
$1K +$1K +59 New
Wellington Management Group
165
Wellington Management Group
Massachusetts
– -$8.29M -446,315 Closed
SAM
166
Scopus Asset Management
New York
– -$3.48M -187,423 Closed
Fisher Asset Management
167
Fisher Asset Management
Washington
– -$1.39M -75,000 Closed
ACM
168
AlphaCrest Capital Management
New York
– -$819K -44,096 Closed
SIM
169
Spark Investment Management
New York
– -$735K -39,600 Closed
GC
170
Guggenheim Capital
Illinois
– -$479K -25,790 Closed
Capital Fund Management (CFM)
171
Capital Fund Management (CFM)
France
– -$448K -24,137 Closed
MERSOM
172
Municipal Employees' Retirement System of Michigan
Michigan
– -$266K -14,300 Closed
M&T Bank
173
M&T Bank
New York
– -$223K -12,016 Closed
Stifel Financial
174
Stifel Financial
Missouri
– -$207K -10,966 Closed
FC
175
FORA Capital
Florida
– -$89K -4,789 Closed
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