Heartland Express
HTLD
174 hedge funds and large institutions have $839M invested in Heartland Express in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 23 closing their positions.
82% more call options, than puts
Call options by funds: $124K | Put options by funds: $68K
0% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 23
0.06% less ownership
Funds ownership: 57.44% → 57.38% (-0.06%)
1% less funds holding
Funds holding: 175 → 174 (-1)
3% less capital invested
Capital invested by funds: $864M → $839M (-$25M)
24% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$10.8M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$10.7M |
| 4 |
D.E. Shaw & Co
New York
|
+$2.56M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$7.4M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$7.05M |
| 3 |
Goldman Sachs
New York
|
-$5.97M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
-$5.75M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$3.39M |
HTLD Hedge Fund Activity: Q4 2020 in Review
174 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2020, worth a combined $839M — down 2.9% from $864M a quarter earlier.
Fund positioning in HTLD was balanced in Q4 2020: 23 funds opened new positions, 23 closed out, 52 added to existing stakes and 68 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $7.4M sold.
- 174 institutional investors held Heartland Express (HTLD) as of Q4 2020, down from 175 in Q3 2020.
- Funds reported $839M of Heartland Express stock for Q4 2020, down 2.9% quarter-over-quarter.
- 23 funds opened new Heartland Express positions in Q4 2020 and 23 closed out, a net change of 0 holders.
- The largest Heartland Express buyer in Q4 2020 was Morgan Stanley, an estimated $15.6M added.
- The largest Heartland Express seller in Q4 2020 was Assenagon Asset Management, an estimated $7.4M sold.
Based on aggregated 13F filings for Q4 2020.