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Heartland Express
HTLD

Overview Fund Activity

158 hedge funds and large institutions have $638M invested in Heartland Express in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
–
Holders Change %
0%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
49
Reduced
64
Closed
18
Calls
$371K
Puts
$43K
Net Calls
+$328K
Net Calls Change
+$963K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$45.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$21M
3
RJA
3
Raymond James & Associates
Florida
$8.56M
4
3C
4
325 Capital
New York
$7.46M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$74.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.2M
2
American Century Companies
2
American Century Companies
Missouri
$109M
3
Millennium Management
3
Millennium Management
New York
$381K
4
HA
4
Heartland Advisors
Wisconsin
$5.6M
5
Invesco
5
Invesco
Georgia
$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
151
Lindbrook Capital
California
$385 -$2.6K -182 -87%
AWM
152
Abound Wealth Management
Tennessee
$343 -$57 -4 -14%
AAP
153
Arax Advisory Partners
Colorado
$314 – – –
GI
154
GAMMA Investing
California
$311 +$311 +24 New
GWS
155
Glassman Wealth Services
Virginia
$214 – – –
AF
156
Allworth Financial
California
$143 +$143 +10 New
HNB
157
Huntington National Bank
Ohio
$14 -$1.93K -138 -99%
MSWM
158
McGlone Suttner Wealth Management
Wisconsin
$9 +$9 +1 New
CCM
159
CAAS Capital Management
New York
– -$1.44M -98,167 Closed
HF
160
HRT Financial
New York
– -$1.07M -72,579 Closed
MAM
161
Martingale Asset Management
Massachusetts
– -$887K -60,398 Closed
Jane Street
162
Jane Street
New York
– -$531K -36,134 Closed
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$450K -30,643 Closed
JF
164
Jump Financial
Illinois
– -$363K -24,713 Closed
Connor, Clark & Lunn Investment Management (CC&L)
165
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$361K -24,600 Closed
ECM
166
ExodusPoint Capital Management
New York
– -$276K -18,778 Closed
DFCM
167
Dark Forest Capital Management
Puerto Rico
– -$258K -17,533 Closed
GCM
168
Graham Capital Management
Connecticut
– -$244K -16,580 Closed
RTC
169
Riverview Trust Company
Washington
– -$25.1K -1,706 Closed
EWA
170
EverSource Wealth Advisors
Alabama
– -$7.04K -479 Closed
GRP
171
Global Retirement Partners
California
– -$4.97K -344 Closed
PTC
172
Private Trust Company
Ohio
– -$1.62K -110 Closed
PFBT
173
Parkside Financial Bank & Trust
Missouri
– -$441 -30 Closed
BAAM
174
Baker Avenue Asset Management
California
– -$308 -21 Closed
RCM
175
Raleigh Capital Management
North Carolina
– -$18 -1 Closed
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