Heartland Express
HTLD
154 hedge funds and large institutions have $891M invested in Heartland Express in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 13 closing their positions.
0% more funds holding
Funds holding: 154 → 154 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
8% less capital invested
Capital invested by funds: $972M → $891M (-$81.3M)
14% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 58
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $197K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$26.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$22.4M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$5.74M |
| 4 |
JP Morgan Chase
New York
|
+$3.24M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$62.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$19M |
| 3 |
Jennison Associates
New York
|
-$4.71M |
| 4 |
GAM
Gotham Asset Management
New York
|
-$2.33M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.21M |
HTLD Hedge Fund Activity: Q2 2016 in Review
154 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q2 2016, worth a combined $891M — down 8.4% from $972M a quarter earlier.
Fund positioning in HTLD was balanced in Q2 2016: 13 funds opened new positions, 13 closed out, 50 added to existing stakes and 58 trimmed.
The largest buyer was Nuance Investments, adding an estimated $26.4M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $62.5M sold.
- 154 institutional investors held Heartland Express (HTLD) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $891M of Heartland Express stock for Q2 2016, down 8.4% quarter-over-quarter.
- 13 funds opened new Heartland Express positions in Q2 2016 and 13 closed out, a net change of 0 holders.
- The largest Heartland Express buyer in Q2 2016 was Nuance Investments, an estimated $26.4M added.
- The largest Heartland Express seller in Q2 2016 was Columbia Wanger Asset Management, an estimated $62.5M sold.
Based on aggregated 13F filings for Q2 2016.