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Heartland Express

176 hedge funds and large institutions have $445M invested in Heartland Express in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $537K

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

8% more funds holding

Funds holding: 163176 (+13)

0.28% less ownership

Funds ownership: 50.8%50.51% (-0.28%)

9% less capital invested

Capital invested by funds: $490M → $445M (-$44.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
53
Reduced
60
Closed
16
Calls
$1.02M
Puts
$537K
Net Calls
+$480K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$78.4M +$968K +82,294 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$54.8M -$368K -31,319 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.3M +$1.45M +123,399 +4%
ACH
4
ArrowMark Colorado Holdings
Colorado
$32.3M -$512K -43,562 -1%
State Street
5
State Street
Massachusetts
$21.4M +$955K +81,181 +4%
American Century Companies
6
American Century Companies
Missouri
$17.2M -$8.27M -702,868 -31%
3C
7
325 Capital
New York
$12.7M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.6M -$84.8K -7,214 -0.6%
Charles Schwab
9
Charles Schwab
California
$10.1M +$538K +45,732 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.95M -$3.45M -293,772 -25%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$8.19M +$747K +63,493 +10%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$7.82M +$1.86M +157,892 +29%
Invesco
13
Invesco
Georgia
$6.64M +$3.36M +285,838 +93%
GCCM
14
Gate City Capital Management
Illinois
$6.63M +$2.18M +185,718 +46%
Morgan Stanley
15
Morgan Stanley
New York
$6.54M +$429K +36,486 +7%
BCM
16
Bridgeway Capital Management
Texas
$6.52M +$671K +57,100 +11%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$6.29M +$2.35M +200,100 +56%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$6.09M -$190K -16,186 -3%
Northern Trust
19
Northern Trust
Illinois
$5.82M +$498K +42,364 +9%
Goldman Sachs
20
Goldman Sachs
New York
$5.44M -$331K -28,183 -5%
N
21
Nuveen
North Carolina
$5.31M -$2.3M -195,340 -29%
Two Sigma Investments
22
Two Sigma Investments
New York
$4.65M +$1.16M +98,866 +31%
KTA
23
Keeley-Teton Advisors
Illinois
$4.1M +$2.16M +183,450 +101%
EF
24
Empowered Funds
Pennsylvania
$3.89M +$1.06M +90,100 +35%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.24M +$1.9M +161,222 +127%

HTLD Hedge Fund Activity: Q4 2024 in Review

176 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q4 2024, worth a combined $445M — down 9.1% from $490M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HTLD positions and 16 closed out — a net gain of 14 holders — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Invesco, adding an estimated $3.36M. The largest seller was American Century Companies, cutting an estimated $8.27M.

  • 176 institutional investors held Heartland Express (HTLD) as of Q4 2024, up from 163 in Q3 2024.
  • Funds reported $445M of Heartland Express stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 30 funds opened new Heartland Express positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest Heartland Express buyer in Q4 2024 was Invesco, an estimated $3.36M added.
  • The largest Heartland Express seller in Q4 2024 was American Century Companies, an estimated $8.27M sold.

Based on aggregated 13F filings for Q4 2024.