Heartland Express
HTLD
159 hedge funds and large institutions have $628M invested in Heartland Express in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 65 reducing their positions, and 18 closing their positions.
763% more call options, than puts
Call options by funds: $371K | Put options by funds: $43K
42% more capital inflows, than outflows
Capital inflows: $60.1M | Capital outflows: $42.3M
1.69% more ownership
Funds ownership: 53.96% → 55.65% (+1.7%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding
Funds holding: 159 → 159 (0)
26% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 65
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$12.4M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$8.21M |
| 3 |
3C
325 Capital
New York
|
+$7.16M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.76M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.11M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$4.35M |
| 3 |
Millennium Management
New York
|
-$4.24M |
| 4 |
Heartland Advisors
Milwaukee,
Wisconsin
|
-$3.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.87M |
HTLD Hedge Fund Activity: Q4 2023 in Review
159 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2023, worth a combined $628M — up 0.02% from $627M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HTLD positions and 18 closed out — a net gain of 1 holder — while 48 added to existing stakes and 65 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $12.4M. The largest seller was Ameriprise, cutting an estimated $7.11M.
- 159 institutional investors held Heartland Express (HTLD) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $628M of Heartland Express stock for Q4 2023, up 0.02% quarter-over-quarter.
- 19 funds opened new Heartland Express positions in Q4 2023 and 18 closed out, a net change of +1 holder.
- The largest Heartland Express buyer in Q4 2023 was ArrowMark Colorado Holdings, an estimated $12.4M added.
- The largest Heartland Express seller in Q4 2023 was Ameriprise, an estimated $7.11M sold.
Based on aggregated 13F filings for Q4 2023.