Heartland Express
HTLD
157 hedge funds and large institutions have $814M invested in Heartland Express in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 27 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 45
4% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 27
0% more funds holding
Funds holding: 157 → 157 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.18% less ownership
Funds ownership: 55.59% → 53.41% (-2.2%)
15% less capital invested
Capital invested by funds: $960M → $814M (-$146M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $863K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.48M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$7.54M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$5.68M |
| 4 |
Millennium Management
New York
|
+$5.29M |
| 5 |
SAM
Scopus Asset Management
New York
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$36.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$20.4M |
| 3 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$7.68M |
| 4 |
BlackRock
New York
|
-$2.63M |
| 5 |
Man Group
London,
United Kingdom
|
-$1.88M |
HTLD Hedge Fund Activity: Q1 2020 in Review
157 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2020, worth a combined $814M — down 15% from $960M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HTLD positions and 27 closed out — a net gain of 1 holder — while 58 added to existing stakes and 45 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $8.48M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $36.5M.
- 157 institutional investors held Heartland Express (HTLD) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $814M of Heartland Express stock for Q1 2020, down 15% quarter-over-quarter.
- 28 funds opened new Heartland Express positions in Q1 2020 and 27 closed out, a net change of +1 holder.
- The largest Heartland Express buyer in Q1 2020 was Wellington Management Group, an estimated $8.48M added.
- The largest Heartland Express seller in Q1 2020 was ArrowMark Colorado Holdings, an estimated $36.5M sold.
Based on aggregated 13F filings for Q1 2020.