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Heartland Express
HTLD

Overview Fund Activity

176 hedge funds and large institutions have $445M invested in Heartland Express in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
53
Reduced
60
Closed
16
Calls
$1.02M
Puts
$537K
Net Calls
+$480K
Net Calls Change
+$171K

Top Buyers

1
Invesco
1
Invesco
Georgia
$6.64M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$2.69M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$6.29M
4
GCCM
4
Gate City Capital Management
Illinois
$6.63M
5
KTA
5
Keeley-Teton Advisors
Illinois
$4.1M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$17.2M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
WAM
3
Weiss Asset Management
Massachusetts
$1.21M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$9.95M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
151
Arax Advisory Partners
Colorado
$5.6K -$8.1K -722 -59%
HCA
152
Harbor Capital Advisors
Illinois
$5K +$898 +88 +22%
ACM
153
Aster Capital Management
United Arab Emirates
$4.35K -$2.14K -191 -33%
QL
154
Quarry LP
New York
$4.1K -$2.94K -262 -42%
EWA
155
EverSource Wealth Advisors
Alabama
$3.24K -$2.15K -192 -40%
Bessemer Group
156
Bessemer Group
New Jersey
$3K – – –
Jones Financial Companies
157
Jones Financial Companies
Missouri
$2.85K – – –
SAM
158
Smartleaf Asset Management
Massachusetts
$2.78K -$488 -44 -15%
TWD
159
True Wealth Design
Ohio
$2.1K +$2.1K +187 New
LC
160
Lindbrook Capital
California
$2.08K -$9.68K -863 -82%
IA
161
IFP Advisors
Florida
$2K +$426 +38 +27%
PWMG
162
Private Wealth Management Group
New Jersey
$1.94K – – –
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$1.8K – – –
S
164
SignatureFD
Georgia
$1.46K -$527 -47 -27%
RIL
165
Rothschild Investment LLC
Illinois
$1.12K +$898 +80 +400%
MG
166
Mather Group
Illinois
$954 – – –
GWM
167
Geneos Wealth Management
Colorado
$673 – – –
AF
168
Allworth Financial
California
$361 – – –
UB
169
UMB Bank
Missouri
$359 -$965 -86 -73%
LFG
170
Larson Financial Group
Missouri
$314 +$314 +28 New
T
171
Transce3nd
Texas
$293 +$293 +26 New
AWM
172
Abound Wealth Management
Tennessee
$180 – – –
HNB
173
Huntington National Bank
Ohio
$157 – – –
FFA
174
Farther Finance Advisors
California
$11 – – –
BAM
175
Burgundy Asset Management
Ontario, Canada
– -$5.68M -462,781 Closed
4 5 6
7
8