We are live on ! Find out more
HTLD icon

Heartland Express

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

89% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $537K

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

8% more funds holding

Funds holding: 163176 (+13)

0.28% less ownership

Funds ownership: 50.8%50.51% (-0.28%)

9% less capital invested

Capital invested by funds: $490M → $445M (-$44.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.32%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
151
Arax Advisory Partners
Colorado
$5.6K -$8.49K -722 -59%
HCA
152
Harbor Capital Advisors
Illinois
$5K +$1.03K +88 +22%
ACM
153
Aster Capital Management
United Arab Emirates
$4.35K -$2.25K -191 -33%
QL
154
Quarry LP
New York
$4.09K -$3.08K -262 -42%
EWA
155
EverSource Wealth Advisors
Alabama
$3.24K -$2.26K -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
$2.77K -$517 -44 -15%
TWD
159
True Wealth Design
Ohio
$2.1K +$2.2K +187 New
LC
160
Lindbrook Capital
California
$2.08K -$10.1K -863 -82%
IA
161
IFP Advisors
Florida
$2K +$447 +38 +27%
PWMG
162
Private Wealth Management Group
New Jersey
$1.94K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$1.79K
S
164
SignatureFD
Georgia
$1.46K -$553 -47 -27%
RIL
165
Rothschild Investment LLC
Illinois
$1.12K +$941 +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 -$1.01K -86 -73%
LFG
170
Larson Financial Group
Missouri
$314 +$329 +28 New
T
171
Transce3nd
Texas
$293 +$306 +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

HTLD Hedge Fund Activity: Q4 2024 in Review

176 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2024, worth a combined $445M — down 9.1% from $490M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HTLD positions and 16 closed out — a net gain of 14 holders — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Invesco, adding an estimated $3.36M. The largest seller was American Century Companies, cutting an estimated $8.27M.

  • 176 institutional investors held Heartland Express (HTLD) as of Q4 2024, up from 163 in Q3 2024.
  • Funds reported $445M of Heartland Express stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 30 funds opened new Heartland Express positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest Heartland Express buyer in Q4 2024 was Invesco, an estimated $3.36M added.
  • The largest Heartland Express seller in Q4 2024 was American Century Companies, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.