Heartland Financial USA, Inc.
HTLF
HTLF was delisted on the 31st of January, 2025.
87 hedge funds and large institutions have $188M invested in Heartland Financial USA, Inc. in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
68% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 19
14% more capital invested
Capital invested by funds: $165M → $188M (+$23.4M)
12% more funds holding
Funds holding: 78 → 87 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.64M |
| 2 |
MCM
Maltese Capital Management
New York
|
+$2.65M |
| 3 |
DDPIC
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
+$1.65M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.58M |
| 5 |
JP Morgan Chase
New York
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.4M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.04M |
| 3 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$3.3M |
| 4 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$2.02M |
| 5 |
Bank of New York Mellon
New York
|
-$122K |
HTLF Hedge Fund Activity: Q4 2014 in Review
87 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q4 2014, worth a combined $188M — up 14% from $165M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HTLF positions and 4 closed out — a net gain of 10 holders — while 32 added to existing stakes and 19 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $3.64M. The largest seller was Fidelity Investments, exiting entirely with an estimated $6.4M sold.
- 87 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q4 2014, up from 78 in Q3 2014.
- Funds reported $188M of Heartland Financial USA, Inc. stock for Q4 2014, up 14% quarter-over-quarter.
- 14 funds opened new Heartland Financial USA, Inc. positions in Q4 2014 and 4 closed out, a net change of +10 holders.
- The largest Heartland Financial USA, Inc. buyer in Q4 2014 was Wellington Management Group, an estimated $3.64M added.
- The largest Heartland Financial USA, Inc. seller in Q4 2014 was Fidelity Investments, an estimated $6.4M sold.
Based on aggregated 13F filings for Q4 2014.