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Heartland Express

167 hedge funds and large institutions have $1.2B invested in Heartland Express in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

1.71% more ownership

Funds ownership: 59.84%61.55% (+1.7%)

1% more funds holding

Funds holding: 165167 (+2)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $1.25B → $1.2B (-$53.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $945K

Holders
167
Holders Change
+2
Holders Change %
+1.21%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
56
Reduced
48
Closed
33
Calls
Puts
$945K
Net Calls
-$945K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$189M +$2.89M +128,030 +2%
ACH
2
ArrowMark Colorado Holdings
Colorado
$164M +$16.9M +749,703 +12%
BlackRock
3
BlackRock
New York
$147M +$87.7K +3,887 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$102M +$3.43M +152,052 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$59.2M -$1.38K -61 -0%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$53.6M +$7.11M +315,143 +16%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$35.1M -$2.83M -125,249 -8%
State Street
8
State Street
Massachusetts
$34.3M +$2.47M +109,588 +8%
NI
9
Nuance Investments
Missouri
$29.2M -$4.99M -221,001 -15%
GKIM
10
GW&K Investment Management
Massachusetts
$28M -$5.12M -226,945 -16%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$19.3M +$18.6M +825,809 New
IECM
12
Intrinsic Edge Capital Management
Illinois
$19.2M +$18.6M +824,340 New
ICOM
13
Investment Counselors of Maryland
Maryland
$18.2M +$1.67K +74 +0%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$17.7M +$577K +25,567 +3%
O
15
OppenheimerFunds
New York
$16.7M +$9.96M +441,402 +161%
Goldman Sachs
16
Goldman Sachs
New York
$16.6M -$3.42M -151,391 -18%
Northern Trust
17
Northern Trust
Illinois
$15.4M -$266K -11,779 -2%
1C
18
1060 Capital
Colorado
$13.6M +$13.2M +584,763 New
Ameriprise
19
Ameriprise
Minnesota
$12.1M -$124K -5,494 -1%
Invesco
20
Invesco
Georgia
$11.4M +$630K +27,924 +6%
GP
21
GLG Partners
United Kingdom
$11M +$10.6M +470,509 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$10.9M +$190K +8,424 +2%
Bank of America
23
Bank of America
North Carolina
$10.1M +$3.76M +166,755 +63%
UOC
24
UBS O'Connor
Illinois
$9.81M +$1.6M +71,022 +20%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.73M -$270K -11,949 -3%

HTLD Hedge Fund Activity: Q4 2017 in Review

167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2017, worth a combined $1.2B — down 4.3% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HTLD positions and 33 closed out — a net gain of 3 holders — while 56 added to existing stakes and 48 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $18.6M. The largest seller was Millennium Management, cutting an estimated $19.3M.

  • 167 institutional investors held Heartland Express (HTLD) as of Q4 2017, up from 165 in Q3 2017.
  • Funds reported $1.2B of Heartland Express stock for Q4 2017, down 4.3% quarter-over-quarter.
  • 36 funds opened new Heartland Express positions in Q4 2017 and 33 closed out, a net change of +3 holders.
  • The largest Heartland Express buyer in Q4 2017 was Balyasny Asset Management, an estimated $18.6M added.
  • The largest Heartland Express seller in Q4 2017 was Millennium Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2017.