Heartland Express
HTLD
165 hedge funds and large institutions have $914M invested in Heartland Express in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 21 closing their positions.
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
12% more capital invested
Capital invested by funds: $814M → $914M (+$99.7M)
5% more funds holding
Funds holding: 157 → 165 (+8)
2% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 54
0.54% more ownership
Funds ownership: 53.41% → 53.95% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$9.19M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$6.48M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$6.36M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$5.5M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$31.2M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$13.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.29M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$5.33M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$3.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IUHSA
176
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$65K | -3,489 | Closed |
|
|
OAM
177
Oppenheimer Asset Management
New York
| – | -$54K | -2,886 | Closed |
|
|
II
178
Inspire Investing
Meridian,
Idaho
| – | -$35K | -1,880 | Closed |
|
|
CS
179
Capital Square
Chattanooga,
Tennessee
| – | -$32K | -1,743 | Closed |
|
180
ClearBridge Investments
New York
| – | -$30K | -1,614 | Closed |
|
|
PHK
181
Point72 Hong Kong
Hong Kong
| – | -$10K | -559 | Closed |
|
|
AIM
182
Aigen Investment Management
New York
| – | -$9K | -508 | Closed |
|
|
BBHC
183
Brown Brothers Harriman & Co
New York
| – | -$8K | -410 | Closed |
|
|
ASN
184
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -63 | Closed |
|
HTLD Hedge Fund Activity: Q2 2020 in Review
165 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q2 2020, worth a combined $914M — up 12% from $814M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HTLD positions and 21 closed out — a net gain of 9 holders — while 55 added to existing stakes and 54 trimmed.
The largest buyer was BlackRock, adding an estimated $9.19M. The largest seller was American Century Companies, cutting an estimated $31.2M.
- 165 institutional investors held Heartland Express (HTLD) as of Q2 2020, up from 157 in Q1 2020.
- Funds reported $914M of Heartland Express stock for Q2 2020, up 12% quarter-over-quarter.
- 30 funds opened new Heartland Express positions in Q2 2020 and 21 closed out, a net change of +9 holders.
- The largest Heartland Express buyer in Q2 2020 was BlackRock, an estimated $9.19M added.
- The largest Heartland Express seller in Q2 2020 was American Century Companies, an estimated $31.2M sold.
Based on aggregated 13F filings for Q2 2020.