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Heartland Express
HTLD

Overview Fund Activity

163 hedge funds and large institutions have $697M invested in Heartland Express in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 21 closing their positions.

Holders
163
Holders Change
-11
Holders Change %
-6.32%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
45
Reduced
75
Closed
21
Calls
$412K
Puts
$147K
Net Calls
+$265K
Net Calls Change
+$541K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15M
2
American Century Companies
2
American Century Companies
Missouri
$129M
3
Invesco
3
Invesco
Georgia
$10.6M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$2.07M
5
HA
5
Heartland Advisors
Wisconsin
$9.42M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.7M
2
Ameriprise
2
Ameriprise
Minnesota
$16.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.09M
4
BlackRock
4
BlackRock
New York
$122M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$239K
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
1
American Century Companies
Missouri
$129M 7,888,788 +169,691 +2%
BlackRock
2
BlackRock
New York
$122M 7,432,031 -165,048 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$86.2M 5,252,828 -96,584 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.9M 2,794,059 -65,566 -2%
ACH
5
ArrowMark Colorado Holdings
Colorado
$37M 2,257,040 +1,535 +0.1%
State Street
6
State Street
Massachusetts
$30.3M 1,846,839 -27,542 -1%
Ameriprise
7
Ameriprise
Minnesota
$16.7M 1,017,654 -200,086 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16.2M 986,651 +19,633 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$15M 912,179 +190,072 +26%
Morgan Stanley
10
Morgan Stanley
New York
$14M 851,226 -10,512 -1%
GKIM
11
GW&K Investment Management
Massachusetts
$11.8M 717,021 -6,037 -0.8%
Invesco
12
Invesco
Georgia
$10.6M 647,556 +135,843 +27%
Charles Schwab
13
Charles Schwab
California
$10.6M 645,469 -8,167 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$10.1M 614,725 -43,938 -7%
HA
15
Heartland Advisors
Wisconsin
$9.42M 574,113 +79,036 +16%
SEI Investments
16
SEI Investments
Pennsylvania
$8.53M 519,751 +41,104 +9%
Northern Trust
17
Northern Trust
Illinois
$8.5M 518,148 -16,595 -3%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$7.17M 437,080 +6,260 +1%
Norges Bank
19
Norges Bank
Norway
$5.53M 337,103 – –
Principal Financial Group
20
Principal Financial Group
Iowa
$4.44M 270,865 -20,162 -7%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$4.33M 263,584 +25,064 +11%
SL
22
SIB LLC
New York
$4.02M 245,232 – –
First Trust Advisors
23
First Trust Advisors
Illinois
$3.84M 234,090 -29,220 -11%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$3.57M 217,400 -19,600 -8%
KTA
25
Keeley-Teton Advisors
Illinois
$3.56M 217,130 -10,340 -5%
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