Heartland Express
HTLD
169 hedge funds and large institutions have $1.13B invested in Heartland Express in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 19 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 52
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
1% more funds holding
Funds holding: 167 → 169 (+2)
6% less capital invested
Capital invested by funds: $1.21B → $1.13B (-$78M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$61M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$13.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$7.53M |
| 5 |
JP Morgan Chase
New York
|
+$7.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$32.3M |
| 2 |
CM
Castleark Management
Chicago,
Illinois
|
-$17.7M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$7.55M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$3.79M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$3.3M |
HTLD Hedge Fund Activity: Q1 2015 in Review
169 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2015, worth a combined $1.13B — down 6.4% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HTLD positions and 19 closed out — a net gain of 4 holders — while 66 added to existing stakes and 52 trimmed.
The largest buyer was Columbia Wanger Asset Management, adding an estimated $61M. The largest seller was Jennison Associates, cutting an estimated $32.3M.
- 169 institutional investors held Heartland Express (HTLD) as of Q1 2015, up from 167 in Q4 2014.
- Funds reported $1.13B of Heartland Express stock for Q1 2015, down 6.4% quarter-over-quarter.
- 23 funds opened new Heartland Express positions in Q1 2015 and 19 closed out, a net change of +4 holders.
- The largest Heartland Express buyer in Q1 2015 was Columbia Wanger Asset Management, an estimated $61M added.
- The largest Heartland Express seller in Q1 2015 was Jennison Associates, an estimated $32.3M sold.
Based on aggregated 13F filings for Q1 2015.