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Heartland Express

156 hedge funds and large institutions have $1.06B invested in Heartland Express in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

67% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 39

5% more capital invested

Capital invested by funds: $1.01B → $1.06B (+$49.9M)

0.51% more ownership

Funds ownership: 60.89%61.39% (+0.51%)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 157156 (-1)

Holders
156
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
3.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
17
Increased
65
Reduced
39
Closed
17
Calls
$373K
Puts
Net Calls
+$373K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$210M +$12.4M +620,252 +7%
BlackRock
2
BlackRock
New York
$117M -$2.58M -129,486 -2%
ACH
3
ArrowMark Colorado Holdings
Colorado
$115M +$23.6M +1,182,085 +27%
Vanguard Group
4
Vanguard Group
Pennsylvania
$87.1M +$828K +41,514 +1%
NI
5
Nuance Investments
Missouri
$55.7M -$19.5M -979,070 -27%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$51.9M +$1.92M +96,332 +4%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$41.8M +$40.1M +2,009,942 New
GKIM
8
GW&K Investment Management
Massachusetts
$41.2M +$172K +8,609 +0.4%
AAM
9
Aberdeen Asset Management
United Kingdom
$40.5M +$2.63M +132,157 +7%
State Street
10
State Street
Massachusetts
$28.1M -$208K -10,446 -0.8%
ICOM
11
Investment Counselors of Maryland
Maryland
$16.9M
Northern Trust
12
Northern Trust
Illinois
$14.5M +$1.2M +60,071 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$14M +$1.34M +67,279 +11%
UOC
14
UBS O'Connor
Illinois
$10.9M +$10.5M +525,000 New
Ameriprise
15
Ameriprise
Minnesota
$10.5M +$1.94M +97,317 +24%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$9.54M +$379K +19,016 +4%
Invesco
17
Invesco
Georgia
$9.34M +$573K +28,769 +7%
Norges Bank
18
Norges Bank
Norway
$8.27M -$4.72M -237,023 -37%
NFA
19
Nationwide Fund Advisors
Ohio
$8.24M +$146K +7,304 +2%
Goldman Sachs
20
Goldman Sachs
New York
$8.23M +$2.54M +127,657 +48%
KCM
21
Kennedy Capital Management
Missouri
$8.02M -$203K -10,182 -3%
Bessemer Group
22
Bessemer Group
New Jersey
$7.73M -$3.46M -173,805 -32%
WHG
23
Westwood Holdings Group
Texas
$7.41M -$5.65M -283,228 -44%
DIA
24
Dean Investment Associates
Ohio
$6.97M +$3.24M +162,725 +94%
Principal Financial Group
25
Principal Financial Group
Iowa
$6.86M +$4.7K +236 +0.1%

HTLD Hedge Fund Activity: Q2 2017 in Review

156 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q2 2017, worth a combined $1.06B — up 4.9% from $1.01B a quarter earlier.

Fund positioning in HTLD was balanced in Q2 2017: 17 funds opened new positions, 17 closed out, 65 added to existing stakes and 39 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $40.1M. The largest seller was Nuance Investments, cutting an estimated $19.5M.

  • 156 institutional investors held Heartland Express (HTLD) as of Q2 2017, down from 157 in Q1 2017.
  • Funds reported $1.06B of Heartland Express stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 17 funds opened new Heartland Express positions in Q2 2017 and 17 closed out, a net change of 0 holders.
  • The largest Heartland Express buyer in Q2 2017 was Janus Henderson Group, an estimated $40.1M added.
  • The largest Heartland Express seller in Q2 2017 was Nuance Investments, an estimated $19.5M sold.

Based on aggregated 13F filings for Q2 2017.