Heartland Express
HTLD
160 hedge funds and large institutions have $687M invested in Heartland Express in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 18 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 164 → 160 (-4)
2.71% less ownership
Funds ownership: 56.6% → 53.89% (-2.7%)
11% less capital invested
Capital invested by funds: $774M → $687M (-$87M)
18% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 65
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
71% less call options, than puts
Call options by funds: $290K | Put options by funds: $990K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$6.75M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.01M |
| 3 |
SG Americas Securities
New York
|
+$1.67M |
| 4 |
VRS
Virginia Retirement Systems
Richmond,
Virginia
|
+$1.65M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.5M |
| 2 |
BlackRock
New York
|
-$9.92M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$6.38M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$4.14M |
| 5 |
Renaissance Technologies
New York
|
-$3.86M |
HTLD Hedge Fund Activity: Q3 2021 in Review
160 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2021, worth a combined $687M — down 11% from $774M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of HTLD and 14 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 53 added.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $6.75M. The largest seller was Bank of America, cutting an estimated $13.5M.
- 160 institutional investors held Heartland Express (HTLD) as of Q3 2021, down from 164 in Q2 2021.
- Funds reported $687M of Heartland Express stock for Q3 2021, down 11% quarter-over-quarter.
- 14 funds opened new Heartland Express positions in Q3 2021 and 18 closed out, a net change of -4 holders.
- The largest Heartland Express buyer in Q3 2021 was Hotchkis & Wiley Capital Management, an estimated $6.75M added.
- The largest Heartland Express seller in Q3 2021 was Bank of America, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2021.