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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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72 hedge funds and large institutions have $207M invested in Heartland Financial USA, Inc. in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

9% more capital invested

Capital invested by funds: $189M → $207M (+$17.8M)

5% less funds holding

Funds holding: 76 → 72 (-4)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
4
Increased
24
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
+$8.85M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.65M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$2.39M
4
PI
Putnam Investments
Massachusetts
+$1.57M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$666K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.19M
2
NI
Numeric Investors
Massachusetts
-$1.11M
3
LSV Asset Management
LSV Asset Management
Illinois
-$1.02M
4
Deutsche Bank
Deutsche Bank
Germany
-$653K
5
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$713K -$27.5K -980 -4%
AllianceBernstein
27
AllianceBernstein
Tennessee
$665K -$61.6K -2,200 -9%
TA
28
Teachers Advisors
New York
$661K +$49.6K +1,770 +8%
CS
29
Credit Suisse
Switzerland
$660K +$178K +6,368 +39%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$616K -$36.4K -1,300 -6%
Prudential Financial
31
Prudential Financial
New Jersey
$614K -$134K -4,800 -18%
MAM
32
Martingale Asset Management
Massachusetts
$589K +$95.3K +3,400 +20%
First Trust Advisors
33
First Trust Advisors
Illinois
$524K -$191K -6,801 -27%
Comerica Bank
34
Comerica Bank
Texas
$476K -$1.51K -54 -0.3%
ZCM
35
Zebra Capital Management
Connecticut
$440K -$40.6K -1,449 -9%
Invesco
36
Invesco
Georgia
$433K -$98.8K -3,527 -19%
Citigroup
37
Citigroup
New York
$396K +$49.6K +1,770 +15%
Federated Hermes
38
Federated Hermes
Pennsylvania
$388K -$62.4K -2,226 -14%
SO
39
STRS Ohio
Ohio
$380K -$42K -1,500 -10%
Swiss National Bank
40
Swiss National Bank
Switzerland
$374K – – –
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$371K -$95.2K -3,398 -21%
IC
42
Iconiq Capital
California
$356K – – –
MLICM
43
Metropolitan Life Insurance Company (MetLife)
New York
$351K – – –
BCM
44
Bridgeway Capital Management
Texas
$315K – – –
Goldman Sachs
45
Goldman Sachs
New York
$300K +$67.3K +2,403 +30%
GMIM
46
General Motors Investment Management
New York
$291K – – –
AIG
47
American International Group
New York
$283K -$2.77K -99 -1%
BA
48
BlackRock Advisors
Delaware
$274K +$16K +572 +6%
RFC
49
Russell Frank Company
Washington
$265K -$243K -8,684 -46%
SI
50
SII Investments
Wisconsin
$248K – – –
1
2
3 4

HTLF Hedge Fund Activity: Q4 2013 in Review

72 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2013, worth a combined $207M — up 9.4% from $189M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HTLF and 4 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 24 added.

The largest buyer was Bryn Mawr Capital Management Inc, adding an estimated $8.85M. The largest seller was JP Morgan Chase, cutting an estimated $1.19M.

  • 72 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2013, down from 76 in Q3 2013.
  • Funds reported $207M of Heartland Financial USA, Inc. stock for Q4 2013, up 9.4% quarter-over-quarter.
  • 4 funds opened new Heartland Financial USA, Inc. positions in Q4 2013 and 8 closed out, a net change of -4 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q4 2013 was Bryn Mawr Capital Management Inc, an estimated $8.85M added.
  • The largest Heartland Financial USA, Inc. seller in Q4 2013 was JP Morgan Chase, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2013.