Heartland Express
HTLD
172 hedge funds and large institutions have $638M invested in Heartland Express in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 23 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 46
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
3% more capital invested
Capital invested by funds: $622M → $638M (+$15.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 174 → 172 (-2)
2.4% less ownership
Funds ownership: 55.05% → 52.65% (-2.4%)
98% less call options, than puts
Call options by funds: $44K | Put options by funds: $2.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.85M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.22M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.77M |
| 2 |
Millennium Management
New York
|
-$2.77M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$2.15M |
| 4 |
M2MC
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
-$1.43M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.43M |
HTLD Hedge Fund Activity: Q4 2022 in Review
172 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2022, worth a combined $638M — up 2.5% from $622M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HTLD positions and 23 closed out — a net gain of 2 holders — while 67 added to existing stakes and 46 trimmed.
The largest buyer was Ameriprise, adding an estimated $13.1M. The largest seller was Goldman Sachs, cutting an estimated $7.77M.
- 172 institutional investors held Heartland Express (HTLD) as of Q4 2022, down from 174 in Q3 2022.
- Funds reported $638M of Heartland Express stock for Q4 2022, up 2.5% quarter-over-quarter.
- 25 funds opened new Heartland Express positions in Q4 2022 and 23 closed out, a net change of +2 holders.
- The largest Heartland Express buyer in Q4 2022 was Ameriprise, an estimated $13.1M added.
- The largest Heartland Express seller in Q4 2022 was Goldman Sachs, an estimated $7.77M sold.
Based on aggregated 13F filings for Q4 2022.