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Heartland Express

163 hedge funds and large institutions have $490M invested in Heartland Express in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $361K | Put options by funds: $52K

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

6% more funds holding

Funds holding: 154163 (+9)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.73% less ownership

Funds ownership: 51.53%50.8% (-0.73%)

3% less capital invested

Capital invested by funds: $502M → $490M (-$12.6M)

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
59
Reduced
55
Closed
14
Calls
$361K
Puts
$52K
Net Calls
+$309K
Net Calls Change
+$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$84.8M -$2.24M -182,665 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$60.4M -$1.43M -116,603 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41.5M +$1.06M +86,482 +3%
ACH
4
ArrowMark Colorado Holdings
Colorado
$35.9M -$2.87M -234,001 -7%
American Century Companies
5
American Century Companies
Missouri
$27.4M -$10.6M -866,545 -28%
State Street
6
State Street
Massachusetts
$22.4M -$150K -12,213 -0.7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$14.5M -$1.46M -118,706 -9%
3C
8
325 Capital
New York
$13.9M +$2.85M +232,583 +26%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.8M -$104K -8,468 -0.7%
Charles Schwab
10
Charles Schwab
California
$10.5M +$275K +22,448 +3%
N
11
Nuveen
North Carolina
$8.21M +$3.55M +289,370 +76%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$8.19M +$51.5K +4,200 +0.6%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$6.86M -$49.2K -4,006 -0.7%
Morgan Stanley
14
Morgan Stanley
New York
$6.7M +$2.43M +197,816 +57%
WAM
15
Weiss Asset Management
Massachusetts
$6.63M +$6.63M +540,226 New
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$6.62M +$6.61M +538,931 New
BCM
17
Bridgeway Capital Management
Texas
$6.44M +$159K +12,998 +3%
Goldman Sachs
18
Goldman Sachs
New York
$6.3M +$3.78M +308,084 +150%
Northern Trust
19
Northern Trust
Illinois
$5.85M +$19.8K +1,614 +0.3%
BAM
20
Burgundy Asset Management
Ontario, Canada
$5.68M +$122K +9,941 +2%
GCCM
21
Gate City Capital Management
Illinois
$4.98M +$4.97M +405,175 New
Two Sigma Advisers
22
Two Sigma Advisers
New York
$4.42M +$2.16M +175,900 +95%
Millennium Management
23
Millennium Management
New York
$4.24M +$1.27M +103,413 +43%
DIA
24
Dean Investment Associates
Ohio
$4.07M -$1.86M -151,233 -31%
Two Sigma Investments
25
Two Sigma Investments
New York
$3.88M +$637K +51,951 +20%

HTLD Hedge Fund Activity: Q3 2024 in Review

163 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q3 2024, worth a combined $490M — down 2.5% from $502M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTLD positions and 14 closed out — a net gain of 10 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $6.63M. The largest seller was American Century Companies, cutting an estimated $10.6M.

  • 163 institutional investors held Heartland Express (HTLD) as of Q3 2024, up from 154 in Q2 2024.
  • Funds reported $490M of Heartland Express stock for Q3 2024, down 2.5% quarter-over-quarter.
  • 24 funds opened new Heartland Express positions in Q3 2024 and 14 closed out, a net change of +10 holders.
  • The largest Heartland Express buyer in Q3 2024 was Weiss Asset Management, an estimated $6.63M added.
  • The largest Heartland Express seller in Q3 2024 was American Century Companies, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.