Heartland Express
HTLD
169 hedge funds and large institutions have $1.03B invested in Heartland Express in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 16 closing their positions.
63% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 16
60.91% more ownership
Funds ownership: 0% → 60.91% (+61%)
21% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 47
8% more capital invested
Capital invested by funds: $954M → $1.03B (+$77.7M)
5% more funds holding
Funds holding: 161 → 169 (+8)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$27.6M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$12.8M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$8.04M |
| 4 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$7.04M |
| 5 |
State Street
Boston,
Massachusetts
|
+$4.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCI
Redwood Capital Investments
Hanover,
Maryland
|
-$35.5M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$15.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.6M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$6.47M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$5.18M |
HTLD Hedge Fund Activity: Q4 2016 in Review
169 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2016, worth a combined $1.03B — up 8.2% from $954M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HTLD positions and 16 closed out — a net gain of 10 holders — while 57 added to existing stakes and 47 trimmed.
The largest buyer was Perkins Investment Management, adding an estimated $27.6M. The largest seller was Redwood Capital Investments, cutting an estimated $35.5M.
- 169 institutional investors held Heartland Express (HTLD) as of Q4 2016, up from 161 in Q3 2016.
- Funds reported $1.03B of Heartland Express stock for Q4 2016, up 8.2% quarter-over-quarter.
- 26 funds opened new Heartland Express positions in Q4 2016 and 16 closed out, a net change of +10 holders.
- The largest Heartland Express buyer in Q4 2016 was Perkins Investment Management, an estimated $27.6M added.
- The largest Heartland Express seller in Q4 2016 was Redwood Capital Investments, an estimated $35.5M sold.
Based on aggregated 13F filings for Q4 2016.