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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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70 hedge funds and large institutions have $173M invested in Heartland Financial USA, Inc. in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 73 → 70 (-3)

11% less capital invested

Capital invested by funds: $194M → $173M (-$21.1M)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
4
Increased
18
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Maltese Capital Management
New York
+$1.81M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$327K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$255K
4
Invesco
Invesco
Georgia
+$148K
5
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
+$138K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.86M
2
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$1.34M
3
BFA
BlackRock Fund Advisors
California
-$852K
4
ZCM
Zebra Capital Management
Connecticut
-$541K
5
ProShare Advisors
ProShare Advisors
Maryland
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$618K +$148K +5,920 +31%
US Bancorp
27
US Bancorp
Minnesota
$611K – – –
PPA
28
Parametric Portfolio Associates
Washington
$609K -$32.7K -1,312 -5%
TA
29
Teachers Advisors
New York
$567K -$1.05K -42 -0.2%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$511K -$2.99K -120 -0.6%
First Trust Advisors
31
First Trust Advisors
Illinois
$458K -$176K -7,047 -28%
AllianceBernstein
32
AllianceBernstein
Tennessee
$442K -$55.9K -2,241 -11%
Prudential Financial
33
Prudential Financial
New Jersey
$416K +$57.4K +2,303 +16%
Swiss National Bank
34
Swiss National Bank
Switzerland
$413K – – –
CMANY
35
Capital Management Associates (New York)
New York
$393K – – –
Comerica Bank
36
Comerica Bank
Texas
$379K -$29.6K -1,187 -7%
LCP
37
Lombardia Capital Partners
California
$366K +$124K +4,959 +50%
SO
38
STRS Ohio
Ohio
$351K +$24.8K +994 +8%
GMIM
39
General Motors Investment Management
New York
$344K +$39.2K +1,571 +13%
IC
40
Iconiq Capital
California
$306K – – –
MLICM
41
Metropolitan Life Insurance Company (MetLife)
New York
$301K – – –
BCM
42
Bridgeway Capital Management
Texas
$271K – – –
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263K -$51.8K -2,077 -16%
AIG
44
American International Group
New York
$254K +$5.16K +207 +2%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$252K -$29.9K -1,200 -11%
SI
46
SII Investments
Wisconsin
$225K – – –
BA
47
BlackRock Advisors
Delaware
$215K -$30.8K -1,235 -12%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$201K – – –
PAM
49
Panagora Asset Management
Massachusetts
$138K – – –
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$135K -$72.3K -2,900 -35%
1
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HTLF Hedge Fund Activity: Q2 2014 in Review

70 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q2 2014, worth a combined $173M — down 11% from $194M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HTLF and 4 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 18 added.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $1.81M. The largest seller was Fidelity Investments, cutting an estimated $2.86M.

  • 70 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q2 2014, down from 73 in Q1 2014.
  • Funds reported $173M of Heartland Financial USA, Inc. stock for Q2 2014, down 11% quarter-over-quarter.
  • 4 funds opened new Heartland Financial USA, Inc. positions in Q2 2014 and 7 closed out, a net change of -3 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q2 2014 was Maltese Capital Management, an estimated $1.81M added.
  • The largest Heartland Financial USA, Inc. seller in Q2 2014 was Fidelity Investments, an estimated $2.86M sold.

Based on aggregated 13F filings for Q2 2014.