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Heartland Express
HTLD

Overview Fund Activity

168 hedge funds and large institutions have $519M invested in Heartland Express in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
54
Reduced
58
Closed
22
Calls
$452K
Puts
$1.35M
Net Calls
-$894K
Net Calls Change
-$1.22M

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$4.87M
2
EA
2
Ellsworth Advisors
Ohio
$3.84M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.8M
4
BCM
4
Bridgeway Capital Management
Texas
$5.89M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$73.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.69M
3
HA
3
Heartland Advisors
Wisconsin
$0
4
Norges Bank
4
Norges Bank
Norway
$1.51M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
151
Cubist Systematic Strategies
Connecticut
$2.66K +$2.66K +223 New
S
152
SignatureFD
Georgia
$2.54K -$15.6K -1,304 -86%
MG
153
Mather Group
Illinois
$2.5K +$2.5K +175 New
CFM
154
Catalyst Funds Management
Australia
$2.39K +$2.39K +200 New
Fidelity Investments
155
Fidelity Investments
Massachusetts
$1.5K -$1.36K -114 -48%
SWM
156
Sugarloaf Wealth Management
Georgia
$1.45K – – –
EWA
157
EverSource Wealth Advisors
Alabama
$1.31K +$1.31K +132 New
HNB
158
Huntington National Bank
Ohio
$1.02K +$1K +84 +8,400%
Pacer Advisors
159
Pacer Advisors
Pennsylvania
$716 – – –
AF
160
Advisornet Financial
Minnesota
$561 +$561 +47 New
PPC
161
Park Place Capital
Alabama
$537 – – –
VCM
162
Versant Capital Management
Arizona
$382 – – –
AWM
163
Abound Wealth Management
Tennessee
$287 – – –
AAP
164
Arax Advisory Partners
Colorado
$263 – – –
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$239 -$872 -73 -78%
QCG
166
Quadrant Capital Group
Ohio
$203 -$6.62K -554 -97%
FFA
167
Farther Finance Advisors
California
$170 -$578 -51 -77%
AWM
168
Avior Wealth Management
Nebraska
$143 +$143 +12 New
HA
169
Heartland Advisors
Wisconsin
– -$5.6M -365,269 Closed
TD Asset Management
170
TD Asset Management
Ontario, Canada
– -$1.99M -139,900 Closed
WMSA
171
Weiss Multi-Strategy Advisers
New York
– -$960K -67,326 Closed
TI
172
Trexquant Investment
Connecticut
– -$640K -44,893 Closed
SG Americas Securities
173
SG Americas Securities
New York
– -$623K -43,679 Closed
VI
174
Versor Investments
New York
– -$594K -41,645 Closed
State of Wisconsin Investment Board
175
State of Wisconsin Investment Board
Wisconsin
– -$433K -30,395 Closed
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