Heartland Express
HTLD
169 hedge funds and large institutions have $912M invested in Heartland Express in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 28 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 57
9% more capital invested
Capital invested by funds: $839M → $912M (+$72.6M)
0.85% more ownership
Funds ownership: 57.38% → 58.23% (+0.85%)
3% less funds holding
Funds holding: 174 → 169 (-5)
14% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 28
64% less call options, than puts
Call options by funds: $90K | Put options by funds: $250K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$20.3M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$12.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.79M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$5.46M |
| 5 |
Millennium Management
New York
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$12.6M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$10.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.32M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$4.79M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.64M |
HTLD Hedge Fund Activity: Q1 2021 in Review
169 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2021, worth a combined $912M — up 8.7% from $839M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of HTLD and 24 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 63 added.
The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $20.3M. The largest seller was Franklin Resources, exiting entirely with an estimated $12.6M sold.
- 169 institutional investors held Heartland Express (HTLD) as of Q1 2021, down from 174 in Q4 2020.
- Funds reported $912M of Heartland Express stock for Q1 2021, up 8.7% quarter-over-quarter.
- 24 funds opened new Heartland Express positions in Q1 2021 and 28 closed out, a net change of -4 holders.
- The largest Heartland Express buyer in Q1 2021 was Assenagon Asset Management, an estimated $20.3M added.
- The largest Heartland Express seller in Q1 2021 was Franklin Resources, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2021.