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Heartland Express
HTLD

Overview Fund Activity

174 hedge funds and large institutions have $687M invested in Heartland Express in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
48
Reduced
72
Closed
19
Calls
$20K
Puts
$296K
Net Calls
-$276K
Net Calls Change
+$2.57M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$19.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.2M
3
HA
3
Heartland Advisors
Wisconsin
$7.88M
4
Millennium Management
4
Millennium Management
New York
$1.74M
5
SDIC
5
South Dakota Investment Council
South Dakota
$820K

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$123M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$35.9M
3
RA
3
Royce & Associates
New York
$0
4
BlackRock
4
BlackRock
New York
$121M
5
Invesco
5
Invesco
Georgia
$8.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
151
Allspring Global Investments
North Carolina
$5.01K +$5.01K +315 New
GRP
152
Global Retirement Partners
California
$4.95K – – –
BAM
153
Belpointe Asset Management
Nevada
$4.3K -$159 -10 -4%
BTI
154
Blue Trust Inc
Georgia
$4K +$4K +243 New
AAS
155
Ameritas Advisory Services
Nebraska
$3.88K +$3.88K +249 New
LC
156
Lindbrook Capital
California
$3.84K -$2.39K -150 -38%
RCM
157
Raleigh Capital Management
North Carolina
$3.6K +$366 +23 +11%
AWM
158
Avior Wealth Management
Nebraska
$3.6K +$3.6K +226 New
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$3.07K – – –
VCM
160
Versant Capital Management
Arizona
$2.22K – – –
IA
161
IFP Advisors
Florida
$1.94K -$3.62K -190 -65%
SWM
162
Sugarloaf Wealth Management
Georgia
$1.93K – – –
PTC
163
Private Trust Company
Ohio
$1.75K – – –
DFCM
164
Dark Forest Capital Management
Puerto Rico
$1.54K -$20.2K -1,269 -93%
AF
165
Allworth Financial
California
$1.35K – – –
C
166
Covestor
United Kingdom
$1K -$229 -8 -19%
Pacer Advisors
167
Pacer Advisors
Pennsylvania
$764 -$96 -6 -11%
PPC
168
Park Place Capital
Alabama
$716 – – –
ASN
169
Advisory Services Network
Georgia
$700 – – –
FFA
170
Farther Finance Advisors
California
$685 – – –
PFBT
171
Parkside Financial Bank & Trust
Missouri
$478 – – –
AAP
172
Arax Advisory Partners
Colorado
$351 – – –
BAAM
173
Baker Avenue Asset Management
California
$334 – – –
GWS
174
Glassman Wealth Services
Virginia
$239 – – –
RA
175
Royce & Associates
New York
– -$3.93M -255,880 Closed
4 5 6
7
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