Heartland Express
HTLD
166 hedge funds and large institutions have $1.21B invested in Heartland Express in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
10% more capital invested
Capital invested by funds: $1.11B → $1.21B (+$105M)
5% more funds holding
Funds holding: 158 → 166 (+8)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
22% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$15.7M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.38M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
+$6.05M |
| 4 |
State Street
Boston,
Massachusetts
|
+$5.69M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$13.6M |
| 2 |
Jennison Associates
New York
|
-$12.9M |
| 3 |
SAM
Scopus Asset Management
New York
|
-$12.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.18M |
HTLD Hedge Fund Activity: Q4 2014 in Review
166 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2014, worth a combined $1.21B — up 9.5% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HTLD positions and 12 closed out — a net gain of 10 holders — while 49 added to existing stakes and 63 trimmed.
The largest buyer was American Century Companies, adding an estimated $15.7M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $13.6M.
- 166 institutional investors held Heartland Express (HTLD) as of Q4 2014, up from 158 in Q3 2014.
- Funds reported $1.21B of Heartland Express stock for Q4 2014, up 9.5% quarter-over-quarter.
- 22 funds opened new Heartland Express positions in Q4 2014 and 12 closed out, a net change of +10 holders.
- The largest Heartland Express buyer in Q4 2014 was American Century Companies, an estimated $15.7M added.
- The largest Heartland Express seller in Q4 2014 was ArrowMark Colorado Holdings, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2014.