Heartland Express
HTLD
165 hedge funds and large institutions have $1.02B invested in Heartland Express in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 15 closing their positions.
127% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 15
24% more capital invested
Capital invested by funds: $824M → $1.02B (+$196M)
13% more funds holding
Funds holding: 146 → 165 (+19)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$32.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$30.4M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$12.7M |
| 4 |
NAP
New Amsterdam Partners
New York
|
+$12.5M |
| 5 |
Millennium Management
New York
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$58.8M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$12.8M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.39M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$4.43M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
176
HBK Investments
Dallas,
Texas
| – | -$322K | -16,400 | Closed |
|
177
Acadian Asset Management
Boston,
Massachusetts
| – | -$273K | -13,914 | Closed |
|
|
SCM
178
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$230K | -11,698 | Closed |
|
|
QI
179
QS Investors
New York
| – | -$203K | -10,300 | Closed |
|
180
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -69 | Closed |
|
HTLD Hedge Fund Activity: Q1 2014 in Review
165 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2014, worth a combined $1.02B — up 24% from $824M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new HTLD positions and 15 closed out — a net gain of 19 holders — while 53 added to existing stakes and 59 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $32.2M. The largest seller was American Century Companies, cutting an estimated $58.8M.
- 165 institutional investors held Heartland Express (HTLD) as of Q1 2014, up from 146 in Q4 2013.
- Funds reported $1.02B of Heartland Express stock for Q1 2014, up 24% quarter-over-quarter.
- 34 funds opened new Heartland Express positions in Q1 2014 and 15 closed out, a net change of +19 holders.
- The largest Heartland Express buyer in Q1 2014 was Fisher Asset Management, an estimated $32.2M added.
- The largest Heartland Express seller in Q1 2014 was American Century Companies, an estimated $58.8M sold.
Based on aggregated 13F filings for Q1 2014.