Heartland Express
HTLD
165 hedge funds and large institutions have $1.04B invested in Heartland Express in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 16 closing their positions.
113% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 16
24% more capital invested
Capital invested by funds: $837M → $1.04B (+$198M)
12% more funds holding
Funds holding: 147 → 165 (+18)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$32.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$30.4M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$12.7M |
| 4 |
NAP
New Amsterdam Partners
New York
|
+$12.5M |
| 5 |
Millennium Management
New York
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$58.8M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$12.8M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.39M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$4.43M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.33M |
HTLD Hedge Fund Activity: Q1 2014 in Review
165 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2014, worth a combined $1.04B — up 24% from $837M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new HTLD positions and 16 closed out — a net gain of 18 holders — while 53 added to existing stakes and 59 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $32.2M. The largest seller was American Century Companies, cutting an estimated $58.8M.
- 165 institutional investors held Heartland Express (HTLD) as of Q1 2014, up from 147 in Q4 2013.
- Funds reported $1.04B of Heartland Express stock for Q1 2014, up 24% quarter-over-quarter.
- 34 funds opened new Heartland Express positions in Q1 2014 and 16 closed out, a net change of +18 holders.
- The largest Heartland Express buyer in Q1 2014 was Fisher Asset Management, an estimated $32.2M added.
- The largest Heartland Express seller in Q1 2014 was American Century Companies, an estimated $58.8M sold.
Based on aggregated 13F filings for Q1 2014.