Heartland Express
HTLD
165 hedge funds and large institutions have $1.25B invested in Heartland Express in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 28 closing their positions.
61% more call options, than puts
Call options by funds: $435K | Put options by funds: $271K
39% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 28
38% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 40
17% more capital invested
Capital invested by funds: $1.06B → $1.25B (+$185M)
6% more funds holding
Funds holding: 156 → 165 (+9)
1.56% less ownership
Funds ownership: 61.39% → 59.84% (-1.6%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$21.2M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$16M |
| 3 |
BlackRock
New York
|
+$14.2M |
| 4 |
Goldman Sachs
New York
|
+$10.2M |
| 5 |
TA
Teachers Advisors
New York
|
+$9.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$46.5M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$26.2M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$12.1M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$8.28M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$8.02M |
HTLD Hedge Fund Activity: Q3 2017 in Review
165 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2017, worth a combined $1.25B — up 17% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new HTLD positions and 28 closed out — a net gain of 11 holders — while 55 added to existing stakes and 40 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $21.2M. The largest seller was American Century Companies, cutting an estimated $46.5M.
- 165 institutional investors held Heartland Express (HTLD) as of Q3 2017, up from 156 in Q2 2017.
- Funds reported $1.25B of Heartland Express stock for Q3 2017, up 17% quarter-over-quarter.
- 39 funds opened new Heartland Express positions in Q3 2017 and 28 closed out, a net change of +11 holders.
- The largest Heartland Express buyer in Q3 2017 was Millennium Management, an estimated $21.2M added.
- The largest Heartland Express seller in Q3 2017 was American Century Companies, an estimated $46.5M sold.
Based on aggregated 13F filings for Q3 2017.