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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

HTLF was delisted on the 31st of January, 2025.

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76 hedge funds and large institutions have $189M invested in Heartland Financial USA, Inc. in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $188M → $189M (+$1.08M)

0% more funds holding

Funds holding: 76 → 76 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
28
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.25M
2
PI
Putnam Investments
Massachusetts
+$4.31M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$1.9M
4
BFA
BlackRock Fund Advisors
California
+$1.26M
5
NFA
Nationwide Fund Advisors
Ohio
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
DBT
Dubuque Bank & Trust
Iowa
-$10.9M
2
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$2.72M
3
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
-$879K
4
MA
MUFG Americas
New York
-$774K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$549K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$728K +$297K +10,600 +68%
US Bancorp
27
US Bancorp
Minnesota
$717K -$10.1K -362 -1%
PPA
28
Parametric Portfolio Associates
Washington
$713K +$54.7K +1,953 +8%
AllianceBernstein
29
AllianceBernstein
Tennessee
$705K -$21.3K -759 -3%
First Trust Advisors
30
First Trust Advisors
Illinois
$697K +$112K +4,012 +19%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$633K -$3.39K -121 -0.5%
TA
32
Teachers Advisors
New York
$590K +$24.7K +880 +4%
RFC
33
Russell Frank Company
Washington
$529K +$330K +11,790 +164%
Invesco
34
Invesco
Georgia
$517K -$208K -7,417 -29%
MAM
35
Martingale Asset Management
Massachusetts
$476K -$112K -4,003 -19%
ZCM
36
Zebra Capital Management
Connecticut
$466K +$34.2K +1,221 +8%
Comerica Bank
37
Comerica Bank
Texas
$463K – – –
CS
38
Credit Suisse
Switzerland
$462K +$113K +4,049 +32%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$448K – – –
Federated Hermes
40
Federated Hermes
Pennsylvania
$438K -$214K -7,635 -33%
SO
41
STRS Ohio
Ohio
$410K – – –
CIC
42
Cornercap Investment Counsel
Georgia
$377K +$73.8K +2,635 +24%
Morgan Stanley
43
Morgan Stanley
New York
$362K -$250K -8,925 -41%
Swiss National Bank
44
Swiss National Bank
Switzerland
$362K – – –
IC
45
Iconiq Capital
California
$345K +$347K +12,370 New
MLICM
46
Metropolitan Life Insurance Company (MetLife)
New York
$339K – – –
Citigroup
47
Citigroup
New York
$334K -$266K -9,503 -44%
BCM
48
Bridgeway Capital Management
Texas
$305K – – –
GMIM
49
General Motors Investment Management
New York
$281K – – –
AIG
50
American International Group
New York
$277K -$1.82K -65 -0.6%
1
2
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HTLF Hedge Fund Activity: Q3 2013 in Review

76 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2013, worth a combined $189M — up 0.57% from $188M a quarter earlier.

Fund positioning in HTLF was balanced in Q3 2013: 6 funds opened new positions, 6 closed out, 28 added to existing stakes and 26 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $5.25M. The largest seller was Dubuque Bank & Trust, cutting an estimated $10.9M.

  • 76 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $189M of Heartland Financial USA, Inc. stock for Q3 2013, up 0.57% quarter-over-quarter.
  • 6 funds opened new Heartland Financial USA, Inc. positions in Q3 2013 and 6 closed out, a net change of 0 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2013 was Schroder Investment Management Group, an estimated $5.25M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2013 was Dubuque Bank & Trust, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2013.