Heartland Express
HTLD
172 hedge funds and large institutions have $903M invested in Heartland Express in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.
100% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 16
37% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 41
10% more funds holding
Funds holding: 157 → 172 (+15)
0% more capital invested
Capital invested by funds: $901M → $903M (+$2.33M)
2.91% less ownership
Funds ownership: 60.09% → 57.18% (-2.9%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
73% less call options, than puts
Call options by funds: $156K | Put options by funds: $582K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
+$7.03M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
+$6.94M |
| 3 |
BlackRock
New York
|
+$5.74M |
| 4 |
Renaissance Technologies
New York
|
+$4.54M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$32M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$23.6M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$19M |
| 4 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$9.77M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$6.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
176
Atom Investors
Austin,
Texas
| – | -$186K | -10,161 | Closed |
|
177
SG Americas Securities
New York
| – | -$167K | -9,144 | Closed |
|
178
Bessemer Group
Woodbridge,
New Jersey
| – | -$20.2K | -1,015 | Closed |
|
179
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$13K | -701 | Closed |
|
180
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$7K | -400 | Closed |
|
|
JA
181
JOYN Advisors
Atlanta,
Georgia
| – | -$7K | -381 | Closed |
|
|
AQA
182
Alpha Quant Advisors
Irving,
Texas
| – | -$5K | -249 | Closed |
|
|
NWM
183
Northwest Wealth Management
Spencer,
Iowa
| – | -$3K | -156 | Closed |
|
|
QI
184
QS Investors
New York
| – | -$3K | -144 | Closed |
|
|
MOS
185
MGO One Seven
Beachwood,
Ohio
| – | -$1K | -59 | Closed |
|
|
RCAG
186
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$18 | -1 | Closed |
|
HTLD Hedge Fund Activity: Q1 2019 in Review
172 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2019, worth a combined $903M — up 0.26% from $901M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new HTLD positions and 16 closed out — a net gain of 16 holders — while 56 added to existing stakes and 41 trimmed.
The largest buyer was Teachers Advisors, adding an estimated $7.03M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $32M.
- 172 institutional investors held Heartland Express (HTLD) as of Q1 2019, up from 157 in Q4 2018.
- Funds reported $903M of Heartland Express stock for Q1 2019, up 0.26% quarter-over-quarter.
- 32 funds opened new Heartland Express positions in Q1 2019 and 16 closed out, a net change of +16 holders.
- The largest Heartland Express buyer in Q1 2019 was Teachers Advisors, an estimated $7.03M added.
- The largest Heartland Express seller in Q1 2019 was ArrowMark Colorado Holdings, an estimated $32M sold.
Based on aggregated 13F filings for Q1 2019.