Heartland Express
HTLD
161 hedge funds and large institutions have $726M invested in Heartland Express in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 64 reducing their positions, and 19 closing their positions.
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
6% more capital invested
Capital invested by funds: $687M → $726M (+$39.3M)
0.97% more ownership
Funds ownership: 53.89% → 54.86% (+0.97%)
1% more funds holding
Funds holding: 160 → 161 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
23% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 64
90% less call options, than puts
Call options by funds: $1.09M | Put options by funds: $11.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$7.74M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$6.06M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.9M |
| 4 |
Goldman Sachs
New York
|
+$4.12M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$7.74M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$7.71M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.97M |
| 5 |
Two Sigma Advisers
New York
|
-$1.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$117 | +7 | New |
|
HTLD Hedge Fund Activity: Q4 2021 in Review
161 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2021, worth a combined $726M — up 5.7% from $687M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HTLD positions and 19 closed out — a net gain of 2 holders — while 49 added to existing stakes and 64 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $7.74M. The largest seller was Millennium Management, cutting an estimated $7.74M.
- 161 institutional investors held Heartland Express (HTLD) as of Q4 2021, up from 160 in Q3 2021.
- Funds reported $726M of Heartland Express stock for Q4 2021, up 5.7% quarter-over-quarter.
- 21 funds opened new Heartland Express positions in Q4 2021 and 19 closed out, a net change of +2 holders.
- The largest Heartland Express buyer in Q4 2021 was JP Morgan Chase, an estimated $7.74M added.
- The largest Heartland Express seller in Q4 2021 was Millennium Management, an estimated $7.74M sold.
Based on aggregated 13F filings for Q4 2021.