Heartland Express
HTLD
158 hedge funds and large institutions have $844M invested in Heartland Express in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 29 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 43
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 57.18% → 56.95% (-0.23%)
7% less capital invested
Capital invested by funds: $903M → $844M (-$59.5M)
8% less funds holding
Funds holding: 172 → 158 (-14)
31% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 29
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $21K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$13.8M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$11.3M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$7.67M |
| 4 |
Renaissance Technologies
New York
|
+$4.64M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$3.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$18.7M |
| 2 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$14.8M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
-$6.74M |
| 4 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$5.1M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$3.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Fidelity Investments
Boston,
Massachusetts
| – | -$4K | -196 | Closed |
|
177
Rockefeller Capital Management
New York
| – | -$3K | -155 | Closed |
|
|
WAM
178
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$3K | -153 | Closed |
|
|
HGWM
179
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$2.77K | -145 | Closed |
|
|
ASN
180
Advisory Services Network
Atlanta,
Georgia
| – | -$2.39K | -125 | -83% |
|
|
PCG
181
Private Capital Group
West Hartford,
Connecticut
| – | -$2K | -113 | Closed |
|
|
FHB
182
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$2K | -99 | Closed |
|
|
PCP
183
Proficio Capital Partners
Newton,
Massachusetts
| – | -$2K | -99 | Closed |
|
|
CAW
184
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$1K | -49 | Closed |
|
|
FGAM
185
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$248 | +13 | New |
|
HTLD Hedge Fund Activity: Q2 2019 in Review
158 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q2 2019, worth a combined $844M — down 6.6% from $903M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of HTLD and 20 opened new positions — a net loss of 9 holders — while 43 trimmed existing stakes and 57 added.
The largest buyer was Invesco, adding an estimated $13.8M. The largest seller was Franklin Resources, cutting an estimated $18.7M.
- 158 institutional investors held Heartland Express (HTLD) as of Q2 2019, down from 172 in Q1 2019.
- Funds reported $844M of Heartland Express stock for Q2 2019, down 6.6% quarter-over-quarter.
- 20 funds opened new Heartland Express positions in Q2 2019 and 29 closed out, a net change of -9 holders.
- The largest Heartland Express buyer in Q2 2019 was Invesco, an estimated $13.8M added.
- The largest Heartland Express seller in Q2 2019 was Franklin Resources, an estimated $18.7M sold.
Based on aggregated 13F filings for Q2 2019.