Heartland Express
HTLD
163 hedge funds and large institutions have $982M invested in Heartland Express in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 13 closing their positions.
400% more call options, than puts
Call options by funds: $5K | Put options by funds: $1K
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
23% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 48
7% more capital invested
Capital invested by funds: $919M → $982M (+$62.8M)
2% more funds holding
Funds holding: 160 → 163 (+3)
0.55% more ownership
Funds ownership: 60.22% → 60.77% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$19.9M |
| 2 |
Millennium Management
New York
|
+$8.47M |
| 3 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$5.88M |
| 4 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$4.96M |
| 5 |
BlackRock
New York
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$11.7M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$7.58M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$6.95M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$6.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.62M |
HTLD Hedge Fund Activity: Q3 2018 in Review
163 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2018, worth a combined $982M — up 6.8% from $919M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HTLD positions and 13 closed out — a net gain of 4 holders — while 59 added to existing stakes and 48 trimmed.
The largest buyer was Franklin Resources, adding an estimated $19.9M. The largest seller was American Century Companies, cutting an estimated $11.7M.
- 163 institutional investors held Heartland Express (HTLD) as of Q3 2018, up from 160 in Q2 2018.
- Funds reported $982M of Heartland Express stock for Q3 2018, up 6.8% quarter-over-quarter.
- 17 funds opened new Heartland Express positions in Q3 2018 and 13 closed out, a net change of +4 holders.
- The largest Heartland Express buyer in Q3 2018 was Franklin Resources, an estimated $19.9M added.
- The largest Heartland Express seller in Q3 2018 was American Century Companies, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2018.