Heartland Express
HTLD
160 hedge funds and large institutions have $606M invested in Heartland Express in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 54 reducing their positions, and 20 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 54
0.02% more ownership
Funds ownership: 55.13% → 55.15% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $612M → $606M (-$6.79M)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
3% less funds holding
Funds holding: 165 → 160 (-5)
65% less call options, than puts
Call options by funds: $391K | Put options by funds: $1.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.48M |
| 2 |
Morgan Stanley
New York
|
+$2.37M |
| 3 |
BlackRock
New York
|
+$2.24M |
| 4 |
Goldman Sachs
New York
|
+$2.14M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.73M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$2.6M |
| 3 |
JP Morgan Chase
New York
|
-$1.65M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.42M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$1.32M |
HTLD Hedge Fund Activity: Q2 2022 in Review
160 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q2 2022, worth a combined $606M — down 1.1% from $612M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of HTLD and 19 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 63 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $2.48M. The largest seller was Invesco, cutting an estimated $2.73M.
- 160 institutional investors held Heartland Express (HTLD) as of Q2 2022, down from 165 in Q1 2022.
- Funds reported $606M of Heartland Express stock for Q2 2022, down 1.1% quarter-over-quarter.
- 19 funds opened new Heartland Express positions in Q2 2022 and 20 closed out, a net change of -1 holder.
- The largest Heartland Express buyer in Q2 2022 was Dimensional Fund Advisors, an estimated $2.48M added.
- The largest Heartland Express seller in Q2 2022 was Invesco, an estimated $2.73M sold.
Based on aggregated 13F filings for Q2 2022.