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Heartland Express
HTLD

Overview Fund Activity

174 hedge funds and large institutions have $687M invested in Heartland Express in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
48
Reduced
72
Closed
19
Calls
$20K
Puts
$296K
Net Calls
-$276K
Net Calls Change
+$2.57M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$19.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.2M
3
HA
3
Heartland Advisors
Wisconsin
$7.88M
4
Millennium Management
4
Millennium Management
New York
$1.74M
5
SDIC
5
South Dakota Investment Council
South Dakota
$820K

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$123M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$35.9M
3
RA
3
Royce & Associates
New York
$0
4
BlackRock
4
BlackRock
New York
$121M
5
Invesco
5
Invesco
Georgia
$8.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
1
American Century Companies
Missouri
$123M -$4.22M -265,186 -3%
BlackRock
2
BlackRock
New York
$121M -$3.89M -244,506 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$85.2M +$1.41M +88,570 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.5M -$1.97M -123,607 -4%
ACH
5
ArrowMark Colorado Holdings
Colorado
$35.9M -$4.13M -259,290 -10%
State Street
6
State Street
Massachusetts
$29.9M -$2.48M -155,279 -8%
Ameriprise
7
Ameriprise
Minnesota
$19.4M +$1.94M +122,120 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.4M +$715K +44,896 +5%
Morgan Stanley
9
Morgan Stanley
New York
$13.7M -$173K -10,891 -1%
GKIM
10
GW&K Investment Management
Massachusetts
$11.5M +$14.1K +885 +0.1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$11.5M -$114K -7,174 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$10.5M -$261K -16,413 -2%
Charles Schwab
13
Charles Schwab
California
$10.4M -$2.25K -141 -0%
Northern Trust
14
Northern Trust
Illinois
$8.51M +$97.2K +6,103 +1%
Invesco
15
Invesco
Georgia
$8.15M -$2.5M -157,128 -23%
HA
16
Heartland Advisors
Wisconsin
$7.88M +$1.38M +86,529 +21%
SEI Investments
17
SEI Investments
Pennsylvania
$7.62M +$467K +29,335 +7%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$6.86M +$215K +13,500 +3%
Norges Bank
19
Norges Bank
Norway
$5.37M – – –
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$5.05M +$362K +22,764 +8%
Principal Financial Group
21
Principal Financial Group
Iowa
$4.63M -$76.8K -4,822 -2%
First Trust Advisors
22
First Trust Advisors
Illinois
$4.19M +$225K +14,121 +6%
Citadel Advisors
23
Citadel Advisors
Florida
$4.12M -$866K -54,382 -17%
SL
24
SIB LLC
New York
$3.9M – – –
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$3.8M +$203K +12,731 +6%
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