Heartland Express
HTLD
157 hedge funds and large institutions have $1.01B invested in Heartland Express in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 24 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 47
0.02% less ownership
Funds ownership: 60.91% → 60.89% (-0.02%)
2% less capital invested
Capital invested by funds: $1.03B → $1.01B (-$16.4M)
7% less funds holding
Funds holding: 169 → 157 (-12)
25% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 24
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$117M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$14.1M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$13.4M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$11M |
| 5 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$45.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$10M |
| 3 |
SJL
Shayne & Jacobs LLC
Nashville,
Tennessee
|
-$8.08M |
| 4 |
CC
Cipher Capital
New York
|
-$3.21M |
| 5 |
D.E. Shaw & Co
New York
|
-$2.61M |
HTLD Hedge Fund Activity: Q1 2017 in Review
157 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2017, worth a combined $1.01B — down 1.6% from $1.03B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of HTLD and 18 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 60 added.
The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $45.4M sold.
- 157 institutional investors held Heartland Express (HTLD) as of Q1 2017, down from 169 in Q4 2016.
- Funds reported $1.01B of Heartland Express stock for Q1 2017, down 1.6% quarter-over-quarter.
- 18 funds opened new Heartland Express positions in Q1 2017 and 24 closed out, a net change of -6 holders.
- The largest Heartland Express buyer in Q1 2017 was BlackRock, an estimated $117M added.
- The largest Heartland Express seller in Q1 2017 was Fisher Asset Management, an estimated $45.4M sold.
Based on aggregated 13F filings for Q1 2017.