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Heartland Express

163 hedge funds and large institutions have $490M invested in Heartland Express in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $361K | Put options by funds: $52K

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

6% more funds holding

Funds holding: 154163 (+9)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.73% less ownership

Funds ownership: 51.53%50.8% (-0.73%)

3% less capital invested

Capital invested by funds: $502M → $490M (-$12.6M)

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
59
Reduced
55
Closed
14
Calls
$361K
Puts
$52K
Net Calls
+$309K
Net Calls Change
+$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
151
UMB Bank
Missouri
$1.45K +$847 +69 +141%
SCM
152
Sterling Capital Management
North Carolina
$1.33K +$1.32K +108 New
MG
153
Mather Group
Illinois
$1.04K -$1.1K -90 -51%
BTI
154
Blue Trust Inc
Georgia
$863 +$859 +70 New
GWM
155
Geneos Wealth Management
Colorado
$737 +$736 +60 New
VCM
156
Versant Capital Management
Arizona
$393
AF
157
Allworth Financial
California
$381
RIL
158
Rothschild Investment LLC
Illinois
$246 +$123 +10 +100%
AWM
159
Abound Wealth Management
Tennessee
$197 -$98 -8 -33%
HNB
160
Huntington National Bank
Ohio
$172 -$736 -60 -81%
MFG
161
Mendota Financial Group
Wisconsin
$50 +$49 +4 New
FFA
162
Farther Finance Advisors
California
$12
Hotchkis & Wiley Capital Management
163
Hotchkis & Wiley Capital Management
California
-$10M -814,060 Closed
Marshall Wace
164
Marshall Wace
United Kingdom
-$1.76M -142,774 Closed
SEI Investments
165
SEI Investments
Pennsylvania
-$1M -81,228 Closed
Norges Bank
166
Norges Bank
Norway
-$864K -70,067 Closed
HSA
167
Hussman Strategic Advisors
Maryland
-$518K -42,000 Closed
UM
168
UniSuper Management
Australia
-$360K -29,182 Closed
DC
169
Diametric Capital
Massachusetts
-$326K -26,479 Closed
FRM
170
Fox Run Management
Connecticut
-$179K -14,531 Closed
HSBC Holdings
171
HSBC Holdings
United Kingdom
-$166K -13,426 Closed
ACM
172
Aquatic Capital Management
Illinois
-$77.7K -6,300 Closed
IC
173
Innealta Capital
Texas
-$13.4K -1,087 Closed
AssetMark Inc
174
AssetMark Inc
California
-$11.2K -905 Closed
CFM
175
Catalyst Funds Management
Australia
-$7.4K -600 Closed

HTLD Hedge Fund Activity: Q3 2024 in Review

163 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2024, worth a combined $490M — down 2.5% from $502M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTLD positions and 14 closed out — a net gain of 10 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $6.63M. The largest seller was American Century Companies, cutting an estimated $10.6M.

  • 163 institutional investors held Heartland Express (HTLD) as of Q3 2024, up from 154 in Q2 2024.
  • Funds reported $490M of Heartland Express stock for Q3 2024, down 2.5% quarter-over-quarter.
  • 24 funds opened new Heartland Express positions in Q3 2024 and 14 closed out, a net change of +10 holders.
  • The largest Heartland Express buyer in Q3 2024 was Weiss Asset Management, an estimated $6.63M added.
  • The largest Heartland Express seller in Q3 2024 was American Century Companies, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.