Balyasny Asset Management
HTLF

Balyasny Asset Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Balyasny Asset Management’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-534,503
Closed -$32.8M – 3416
2024
Q4 		$32.8M Sell
534,503
-297,108
-36% -$18.6M 0.05% 461
2024
Q3 		$47.2M Buy
831,611
+383,668
+86% +$20.1M 0.08% 329
2024
Q2 		$19.9M Buy
447,943
+418,301
+1,411% +$17M 0.03% 607
2024
Q1 		$1.04M Buy
+29,642
New +$1.03M ﹤0.01% 1772
2023
Q4 		– Sell
-8,760
Closed -$258K – 2989
2023
Q3 		$258K Buy
+8,760
New +$272K ﹤0.01% 1963
2016
Q3 		– Sell
-13,381
Closed -$472K – 1324
2016
Q2 		$472K Buy
+13,381
New +$447K ﹤0.01% 832

Other funds holding HTLF

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Balyasny Asset Management's HTLF Position: Q1 2025 in Review

Balyasny Asset Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 534,503 shares — an estimated $32.8M sold.

Balyasny Asset Management first reported a position in HTLF in Q2 2016 and held it in 6 quarters. The position peaked at $47.2M in Q3 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Balyasny Asset Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 534,503 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $32.8M.
  • Balyasny Asset Management first reported a position in Heartland Financial USA, Inc. in Q2 2016 and held it in 6 quarters.
  • Balyasny Asset Management's Heartland Financial USA, Inc. position peaked at $47.2M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Balyasny Asset Management's 13F filing for Q1 2025, filed 15 May 2025.