Heartland Express
HTLD
175 hedge funds and large institutions have $864M invested in Heartland Express in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 19 closing their positions.
4,033% more call options, than puts
Call options by funds: $124K | Put options by funds: $3K
80% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 41
53% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 19
6% more funds holding
Funds holding: 165 → 175 (+10)
3.49% more ownership
Funds ownership: 53.95% → 57.44% (+3.5%)
5% less capital invested
Capital invested by funds: $914M → $864M (-$50.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$9.11M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$8.09M |
| 3 |
BlackRock
New York
|
+$7.66M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
+$6.29M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$9.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$4M |
| 3 |
Morgan Stanley
New York
|
-$3.4M |
| 4 |
SG Americas Securities
New York
|
-$3.24M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$3.13M |
HTLD Hedge Fund Activity: Q3 2020 in Review
175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2020, worth a combined $864M — down 5.5% from $914M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new HTLD positions and 19 closed out — a net gain of 10 holders — while 74 added to existing stakes and 41 trimmed.
The largest buyer was Franklin Resources, adding an estimated $9.11M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $9.8M.
- 175 institutional investors held Heartland Express (HTLD) as of Q3 2020, up from 165 in Q2 2020.
- Funds reported $864M of Heartland Express stock for Q3 2020, down 5.5% quarter-over-quarter.
- 29 funds opened new Heartland Express positions in Q3 2020 and 19 closed out, a net change of +10 holders.
- The largest Heartland Express buyer in Q3 2020 was Franklin Resources, an estimated $9.11M added.
- The largest Heartland Express seller in Q3 2020 was ArrowMark Colorado Holdings, an estimated $9.8M sold.
Based on aggregated 13F filings for Q3 2020.