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Heartland Express
HTLD

Overview Fund Activity

168 hedge funds and large institutions have $519M invested in Heartland Express in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 22 closing their positions.

Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
54
Reduced
58
Closed
22
Calls
$452K
Puts
$1.35M
Net Calls
-$894K
Net Calls Change
-$1.22M

Top Buyers

1
MAWA
1
Moss Adams Wealth Advisors
Washington
$4.87M
2
EA
2
Ellsworth Advisors
Ohio
$3.84M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.8M
4
BCM
4
Bridgeway Capital Management
Texas
$5.89M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$73.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.69M
3
HA
3
Heartland Advisors
Wisconsin
$0
4
Norges Bank
4
Norges Bank
Norway
$1.51M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$87.5M 7,326,552 -32,848 -0.4%
American Century Companies
2
American Century Companies
Missouri
$73.3M 6,139,214 -1,487,324 -20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.1M 5,036,445 -163,286 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$40.8M 3,416,873 +244,324 +8%
ACH
5
ArrowMark Colorado Holdings
Colorado
$37.3M 3,121,572 -41,440 -1%
State Street
6
State Street
Massachusetts
$22.9M 1,915,295 +11,957 +0.6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$15.5M 1,301,013 -28,870 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.9M 1,078,040 +15,693 +1%
Charles Schwab
9
Charles Schwab
California
$8.98M 752,114 +47,677 +7%
Morgan Stanley
10
Morgan Stanley
New York
$8.69M 727,770 -748,218 -51%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$7.96M 666,675 +84,739 +15%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$7.85M 657,630 +26,600 +4%
GKIM
13
GW&K Investment Management
Massachusetts
$7.72M 646,902 -16,604 -3%
RJA
14
Raymond James & Associates
Florida
$7.23M 605,175 +4,955 +0.8%
3C
15
325 Capital
New York
$6.25M 523,404 – –
Invesco
16
Invesco
Georgia
$6.23M 521,503 +36,056 +7%
BCM
17
Bridgeway Capital Management
Texas
$5.89M 493,713 +231,758 +88%
Northern Trust
18
Northern Trust
Illinois
$5.74M 480,701 -23,099 -5%
DIA
19
Dean Investment Associates
Ohio
$5.36M 449,089 +5,926 +1%
MAWA
20
Moss Adams Wealth Advisors
Washington
$4.87M 407,476 +407,476 New
SEI Investments
21
SEI Investments
Pennsylvania
$4.18M 350,025 -136,648 -28%
EA
22
Ellsworth Advisors
Ohio
$3.84M 352,557 +352,557 New
Renaissance Technologies
23
Renaissance Technologies
New York
$3M 251,433 +179,351 +249%
First Trust Advisors
24
First Trust Advisors
Illinois
$2.94M 246,554 +7,291 +3%
SL
25
SIB LLC
New York
$2.93M 245,232 – –
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