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Heartland Express
HTLD

Overview Fund Activity

155 hedge funds and large institutions have $503M invested in Heartland Express in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-13
Holders Change %
-7.74%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
27
Increased
63
Reduced
44
Closed
38
Calls
$653K
Puts
$4.32M
Net Calls
-$3.66M
Net Calls Change
-$2.77M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$6.94M
2
BAM
Burgundy Asset Management
Ontario, Canada
$5.58M
3
3C
325 Capital
New York
$11.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
$2.7M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$2.42M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$38.2M
2
RJA
Raymond James & Associates
Florida
$0
3
Morgan Stanley
Morgan Stanley
New York
$4.29M
4
EA
Ellsworth Advisors
Ohio
$0
5
SEI Investments
SEI Investments
Pennsylvania
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$389 +$389 +31 New
AWM
152
Abound Wealth Management
Tennessee
$296 – – –
RIL
153
Rothschild Investment LLC
Illinois
$123 +$123 +10 New
FFA
154
Farther Finance Advisors
California
$12 -$168 -14 -93%
RJA
155
Raymond James & Associates
Florida
– -$7.23M -605,175 Closed
EA
156
Ellsworth Advisors
Ohio
– -$3.84M -352,557 Closed
SSA
157
Schonfeld Strategic Advisors
New York
– -$1.17M -97,850 Closed
CM
158
Capula Management
Cayman Islands
– -$784K -65,637 Closed
ECM
159
ExodusPoint Capital Management
New York
– -$706K -59,146 Closed
CCMINC
160
Cardinal Capital Management Inc (North Carolina)
North Carolina
– -$694K -58,015 Closed
CIA
161
Concurrent Investment Advisors
Florida
– -$673K -56,327 Closed
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
– -$599K -50,131 Closed
OQS
163
Occudo Quantitative Strategies
Florida
– -$505K -42,316 Closed
SI
164
Stephens Inc
Arkansas
– -$486K -40,704 Closed
MM
165
MQS Management
New York
– -$376K -31,512 Closed
NYLIM
166
New York Life Investment Management
New York
– -$371K -31,034 Closed
DTL
167
Dynamic Technology Lab
Singapore
– -$309K -25,845 Closed
AIG
168
American International Group
New York
– -$301K -25,229 Closed
VI
169
Vestcor Inc
New Brunswick, Canada
– -$260K -21,801 Closed
Mirae Asset Global Investments
170
Mirae Asset Global Investments
South Korea
– -$314K -20,219 Closed
Point72 Asset Management
171
Point72 Asset Management
Connecticut
– -$216K -18,100 Closed
LPL Financial
172
LPL Financial
California
– -$156K -13,032 Closed
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
– -$147K -12,300 Closed
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
– -$143K -12,001 Closed
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
– -$141K -11,816 Closed
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