Heartland Express
HTLD
140 hedge funds and large institutions have $930M invested in Heartland Express in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 13 closing their positions.
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
4% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 50
1% more funds holding
Funds holding: 139 → 140 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $980M → $930M (-$49.9M)
38% less call options, than puts
Call options by funds: $151K | Put options by funds: $245K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$42.5M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$14.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.13M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.21M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$22.4M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$13.2M |
| 3 |
Renaissance Technologies
New York
|
-$4.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.36M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.25M |
HTLD Hedge Fund Activity: Q4 2015 in Review
140 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2015, worth a combined $930M — down 5.1% from $980M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HTLD positions and 13 closed out — a net gain of 2 holders — while 52 added to existing stakes and 50 trimmed.
The largest buyer was American Century Companies, adding an estimated $42.5M. The largest seller was First Pacific Advisors, exiting entirely with an estimated $22.4M sold.
- 140 institutional investors held Heartland Express (HTLD) as of Q4 2015, up from 139 in Q3 2015.
- Funds reported $930M of Heartland Express stock for Q4 2015, down 5.1% quarter-over-quarter.
- 15 funds opened new Heartland Express positions in Q4 2015 and 13 closed out, a net change of +2 holders.
- The largest Heartland Express buyer in Q4 2015 was American Century Companies, an estimated $42.5M added.
- The largest Heartland Express seller in Q4 2015 was First Pacific Advisors, an estimated $22.4M sold.
Based on aggregated 13F filings for Q4 2015.