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Heartland Express
HTLD

Overview Fund Activity

163 hedge funds and large institutions have $697M invested in Heartland Express in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-11
Holders Change %
-6.32%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
45
Reduced
75
Closed
21
Calls
$412K
Puts
$147K
Net Calls
+$265K
Net Calls Change
+$541K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$15M
2
American Century Companies
American Century Companies
Missouri
$129M
3
Invesco
Invesco
Georgia
$10.6M
4
WMSA
Weiss Multi-Strategy Advisers
New York
$2.07M
5
HA
Heartland Advisors
Wisconsin
$9.42M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.7M
2
Ameriprise
Ameriprise
Minnesota
$16.7M
3
Citadel Advisors
Citadel Advisors
Florida
$1.09M
4
BlackRock
BlackRock
New York
$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
151
Private Trust Company
Ohio
$1.81K – – –
IA
152
IFP Advisors
Florida
$1.67K – – –
BTI
153
Blue Trust Inc
Georgia
$1K -$3.5K -189 -78%
C
154
Covestor
United Kingdom
$1K +$300 +15 +43%
Bessemer Group
155
Bessemer Group
New Jersey
$1K +$1K +79 New
Pacer Advisors
156
Pacer Advisors
Pennsylvania
$952 +$164 +10 +21%
PPC
157
Park Place Capital
Alabama
$738 – – –
FFA
158
Farther Finance Advisors
California
$706 – – –
PFBT
159
Parkside Financial Bank & Trust
Missouri
$493 – – –
AWM
160
Abound Wealth Management
Tennessee
$460 +$460 +28 New
AAP
161
Arax Advisory Partners
Colorado
$361 – – –
BAAM
162
Baker Avenue Asset Management
California
$345 – – –
GWS
163
Glassman Wealth Services
Virginia
$246 – – –
DA
164
Denali Advisors
California
– -$1.17M -73,400 Closed
GCM
165
Graham Capital Management
Connecticut
– -$790K -49,616 Closed
GCP
166
GSA Capital Partners
United Kingdom
– -$678K -42,615 Closed
Allianz Asset Management
167
Allianz Asset Management
Germany
– -$444K -27,868 Closed
State of New Jersey Common Pension Fund D
168
State of New Jersey Common Pension Fund D
New Jersey
– -$415K -26,039 Closed
E
169
Ergoteles
New York
– -$400K -25,108 Closed
HF
170
HRT Financial
New York
– -$263K -16,577 Closed
CSS
171
Cubist Systematic Strategies
Connecticut
– -$221K -13,870 Closed
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
– -$199K -12,502 Closed
MM
173
MQS Management
New York
– -$188K -11,830 Closed
DCM
174
DGS Capital Management
New Jersey
– -$188K -11,807 Closed
TI
175
Tidal Investments
Wisconsin
– -$179K -11,261 Closed
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