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Heartland Express
HTLD

173 hedge funds and large institutions have $638M invested in Heartland Express in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

1.38% more ownership

Funds ownership: 55.05% → 56.43% (+1.4%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

3% more capital invested

Capital invested by funds: $622M → $638M (+$16.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 174 → 173 (-1)

98% less call options, than puts

Call options by funds: $44K | Put options by funds: $2.89M

Holders
173
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
67
Reduced
47
Closed
23
Calls
$44K
Puts
$2.89M
Net Calls
-$2.85M
Net Calls Change
-$1.21M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$13.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$11.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$3.85M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.22M
5
HA
Heartland Advisors
Wisconsin
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.77M
2
Millennium Management
Millennium Management
New York
-$2.77M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$2.15M
4
M2MC
Matthew 25 Management Corp
Pennsylvania
-$1.43M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$4K – – –
RCM
152
Raleigh Capital Management
North Carolina
$3.12K +$1.5K +97 +92%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$3K -$448 -29 -13%
TC
154
Truvestments Capital
Florida
$2.56K +$2.58K +167 New
VCM
155
Versant Capital Management
Arizona
$2.18K – – –
PTC
156
Private Trust Company
Ohio
$2K – – –
Simplex Trading
157
Simplex Trading
Illinois
$2K +$2.41K +156 New
SWM
158
Sugarloaf Wealth Management
Georgia
$1.86K – – –
AF
159
Allworth Financial
California
$1.3K -$339 -22 -21%
AWM
160
Accurate Wealth Management
Florida
$1.12K +$1.08K +70 New
C
161
Covestor
United Kingdom
$1K -$31 -2 -4%
PPC
162
Park Place Capital
Alabama
$1K +$694 +45 New
HNB
163
Huntington National Bank
Ohio
$981 -$185 -12 -16%
Pacer Advisors
164
Pacer Advisors
Pennsylvania
$828 +$62 +4 +8%
ASN
165
Advisory Services Network
Georgia
$675 +$679 +44 New
SWA
166
Sutton Wealth Advisors
Florida
$660 – – –
FFA
167
Farther Finance Advisors
California
$660 +$664 +43 New
PFBT
168
Parkside Financial Bank & Trust
Missouri
$460 – – –
AAP
169
Arax Advisory Partners
Colorado
$337 +$339 +22 New
BAAM
170
Baker Avenue Asset Management
California
$322 +$324 +21 New
GWS
171
Glassman Wealth Services
Virginia
$230 – – –
State of New Jersey Common Pension Fund D
172
State of New Jersey Common Pension Fund D
New Jersey
– -$2.15M -150,025 Closed
M2MC
173
Matthew 25 Management Corp
Pennsylvania
– -$1.43M -100,000 Closed
Two Sigma Advisers
174
Two Sigma Advisers
New York
– -$1.02M -71,300 Closed
Two Sigma Investments
175
Two Sigma Investments
New York
– -$721K -50,396 Closed
4 5 6
7
8

HTLD Hedge Fund Activity: Q4 2022 in Review

173 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2022, worth a combined $638M — up 2.6% from $622M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HTLD positions and 23 closed out — a net gain of 2 holders — while 67 added to existing stakes and 47 trimmed.

The largest buyer was Ameriprise, adding an estimated $13.1M. The largest seller was Goldman Sachs, cutting an estimated $7.77M.

  • 173 institutional investors held Heartland Express (HTLD) as of Q4 2022, down from 174 in Q3 2022.
  • Funds reported $638M of Heartland Express stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 25 funds opened new Heartland Express positions in Q4 2022 and 23 closed out, a net change of +2 holders.
  • The largest Heartland Express buyer in Q4 2022 was Ameriprise, an estimated $13.1M added.
  • The largest Heartland Express seller in Q4 2022 was Goldman Sachs, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2022.