Heartland Express
HTLD
174 hedge funds and large institutions have $622M invested in Heartland Express in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 17 closing their positions.
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
17% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 52
8% more funds holding
Funds holding: 161 → 174 (+13)
3% more capital invested
Capital invested by funds: $606M → $622M (+$15.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.11% less ownership
Funds ownership: 55.16% → 55.05% (-0.11%)
82% less call options, than puts
Call options by funds: $353K | Put options by funds: $1.99M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.29M |
| 2 |
Goldman Sachs
New York
|
+$2.85M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$2.34M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.02M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$4.76M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$3.23M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.16M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$1.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.73M |
HTLD Hedge Fund Activity: Q3 2022 in Review
174 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2022, worth a combined $622M — up 2.6% from $606M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HTLD positions and 17 closed out — a net gain of 13 holders — while 61 added to existing stakes and 52 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.29M. The largest seller was Millennium Management, cutting an estimated $4.76M.
- 174 institutional investors held Heartland Express (HTLD) as of Q3 2022, up from 161 in Q2 2022.
- Funds reported $622M of Heartland Express stock for Q3 2022, up 2.6% quarter-over-quarter.
- 30 funds opened new Heartland Express positions in Q3 2022 and 17 closed out, a net change of +13 holders.
- The largest Heartland Express buyer in Q3 2022 was Morgan Stanley, an estimated $4.29M added.
- The largest Heartland Express seller in Q3 2022 was Millennium Management, an estimated $4.76M sold.
Based on aggregated 13F filings for Q3 2022.