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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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73 hedge funds and large institutions have $194M invested in Heartland Financial USA, Inc. in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1% more funds holding

Funds holding: 72 → 73 (+1)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $207M → $194M (-$12.5M)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
5
Increased
27
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.44M
2
DBT
Dubuque Bank & Trust
Iowa
+$2.17M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$666K
4
CMANY
Capital Management Associates (New York)
New York
+$420K
5
ProShare Advisors
ProShare Advisors
Maryland
+$396K

Top Sellers

Rank Fund Capital Flow
1
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$5.93M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$582K
4
Northern Trust
Northern Trust
Illinois
-$377K
5
Federated Hermes
Federated Hermes
Pennsylvania
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$690K +$195K +7,361 +40%
US Bancorp
27
US Bancorp
Minnesota
$666K -$2.01K -76 -0.3%
CS
28
Credit Suisse
Switzerland
$626K +$7K +265 +1%
TA
29
Teachers Advisors
New York
$619K – – –
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$561K -$16.7K -630 -3%
AllianceBernstein
31
AllianceBernstein
Tennessee
$542K -$79.3K -3,000 -13%
ZCM
32
Zebra Capital Management
Connecticut
$541K +$126K +4,749 +31%
Invesco
33
Invesco
Georgia
$515K +$107K +4,044 +27%
Swiss National Bank
34
Swiss National Bank
Switzerland
$451K +$97.8K +3,700 +28%
Comerica Bank
35
Comerica Bank
Texas
$446K -$449 -17 -0.1%
CMANY
36
Capital Management Associates (New York)
New York
$429K +$420K +15,900 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$420K +$303K +11,481 +281%
ProShare Advisors
38
ProShare Advisors
Maryland
$405K +$396K +14,996 New
Prudential Financial
39
Prudential Financial
New Jersey
$392K -$180K -6,800 -32%
SO
40
STRS Ohio
Ohio
$356K – – –
IC
41
Iconiq Capital
California
$334K – – –
GMIM
42
General Motors Investment Management
New York
$333K +$59K +2,232 +22%
MLICM
43
Metropolitan Life Insurance Company (MetLife)
New York
$329K – – –
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$304K -$34.4K -1,300 -10%
Deutsche Bank
45
Deutsche Bank
Germany
$298K +$114K +4,301 +64%
BCM
46
Bridgeway Capital Management
Texas
$296K – – –
AIG
47
American International Group
New York
$272K +$6.4K +242 +2%
BA
48
BlackRock Advisors
Delaware
$268K +$10.1K +381 +4%
LCP
49
Lombardia Capital Partners
California
$266K +$260K +9,841 New
Goldman Sachs
50
Goldman Sachs
New York
$258K -$22K -831 -8%
1
2
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HTLF Hedge Fund Activity: Q1 2014 in Review

73 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2014, worth a combined $194M — down 6.1% from $207M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HTLF positions and 4 closed out — a net gain of 1 holder — while 27 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.44M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $5.93M.

  • 73 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2014, up from 72 in Q4 2013.
  • Funds reported $194M of Heartland Financial USA, Inc. stock for Q1 2014, down 6.1% quarter-over-quarter.
  • 5 funds opened new Heartland Financial USA, Inc. positions in Q1 2014 and 4 closed out, a net change of +1 holder.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2014 was Fidelity Investments, an estimated $4.44M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2014 was Bryn Mawr Capital Management Inc, an estimated $5.93M sold.

Based on aggregated 13F filings for Q1 2014.