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HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

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78 hedge funds and large institutions have $165M invested in Heartland Financial USA, Inc. in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

11% more funds holding

Funds holding: 70 → 78 (+8)

5% less capital invested

Capital invested by funds: $173M → $165M (-$8.49M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
28
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.55M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.19M
3
MCM
Maltese Capital Management
New York
+$1.06M
4
BCM
Buckhead Capital Management
Georgia
+$860K
5
Prudential Financial
Prudential Financial
New Jersey
+$622K

Top Sellers

Rank Fund Capital Flow
1
PI
Putnam Investments
Massachusetts
-$5.47M
2
DBT
Dubuque Bank & Trust
Iowa
-$3.11M
3
NFA
Nationwide Fund Advisors
Ohio
-$1.22M
4
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$772K
5
N
Nuveen
North Carolina
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$593K +$4.7K +195 +0.8%
US Bancorp
27
US Bancorp
Minnesota
$590K – – –
TA
28
Teachers Advisors
New York
$522K -$25.1K -1,040 -5%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$493K – – –
PI
30
Putnam Investments
Massachusetts
$479K -$5.47M -227,133 -92%
Invesco
31
Invesco
Georgia
$477K -$121K -5,041 -20%
LCP
32
Lombardia Capital Partners
California
$466K +$113K +4,699 +32%
CS
33
Credit Suisse
Switzerland
$436K -$217K -8,998 -33%
Swiss National Bank
34
Swiss National Bank
Switzerland
$399K – – –
AllianceBernstein
35
AllianceBernstein
Tennessee
$383K -$43.4K -1,800 -10%
CMANY
36
Capital Management Associates (New York)
New York
$380K – – –
Morgan Stanley
37
Morgan Stanley
New York
$378K +$303K +12,582 +388%
GMIM
38
General Motors Investment Management
New York
$369K +$37.3K +1,548 +11%
Comerica Bank
39
Comerica Bank
Texas
$364K -$2.41K -100 -0.7%
NFA
40
Nationwide Fund Advisors
Ohio
$331K -$1.22M -50,742 -79%
SO
41
STRS Ohio
Ohio
$325K -$14.5K -600 -4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$308K +$65.1K +2,700 +26%
Renaissance Technologies
43
Renaissance Technologies
New York
$306K +$309K +12,808 New
IC
44
Iconiq Capital
California
$295K – – –
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$291K – – –
Deutsche Bank
46
Deutsche Bank
Germany
$284K +$160K +6,629 +125%
BCM
47
Bridgeway Capital Management
Texas
$261K – – –
AIG
48
American International Group
New York
$246K -$193 -8 -0.1%
First Trust Advisors
49
First Trust Advisors
Illinois
$240K -$204K -8,460 -46%
WSCM
50
Wellington Shields Capital Management
New York
$239K +$241K +10,000 New
1
2
3 4

HTLF Hedge Fund Activity: Q3 2014 in Review

78 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q3 2014, worth a combined $165M — down 4.9% from $173M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HTLF positions and 3 closed out — a net gain of 8 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $4.55M. The largest seller was Putnam Investments, cutting an estimated $5.47M.

  • 78 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q3 2014, up from 70 in Q2 2014.
  • Funds reported $165M of Heartland Financial USA, Inc. stock for Q3 2014, down 4.9% quarter-over-quarter.
  • 11 funds opened new Heartland Financial USA, Inc. positions in Q3 2014 and 3 closed out, a net change of +8 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q3 2014 was Wellington Management Group, an estimated $4.55M added.
  • The largest Heartland Financial USA, Inc. seller in Q3 2014 was Putnam Investments, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2014.