We are live on ! Find out more
HTLF

Heartland Financial USA, Inc.
HTLF

Delisted

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

Back to rankings

116 hedge funds and large institutions have $279M invested in Heartland Financial USA, Inc. in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 25

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

10% more funds holding

Funds holding: 105 → 116 (+11)

8% more capital invested

Capital invested by funds: $258M → $279M (+$20.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
50
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
+$18.5M
2
NAP
New Amsterdam Partners
New York
+$4.52M
3
SFM
Systematic Financial Management
New Jersey
+$1.18M
4
Prudential Financial
Prudential Financial
New Jersey
+$1.06M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
HIS
Horizon Investment Services
Indiana
-$3.35M
2
Morgan Stanley
Morgan Stanley
New York
-$1.37M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.21M
4
CEP
Chicago Equity Partners
Illinois
-$1.15M
5
Millennium Management
Millennium Management
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.65M -$1.05M -35,205 -40%
BCM
27
Bridgeway Capital Management
Texas
$1.63M +$1.49K +50 +0.1%
QI
28
QS Investors
New York
$1.61M +$702K +23,580 +82%
MAM
29
Martingale Asset Management
Massachusetts
$1.57M -$115K -3,849 -7%
American Century Companies
30
American Century Companies
Missouri
$1.57M +$84.9K +2,853 +6%
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.56M +$565K +18,973 +60%
Deutsche Bank
32
Deutsche Bank
Germany
$1.5M -$298K -10,009 -17%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.38M -$1.21M -40,500 -48%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$1.23M +$148K +4,986 +14%
SFM
35
Systematic Financial Management
New Jersey
$1.22M +$1.18M +39,745 New
CIC
36
Cornercap Investment Counsel
Georgia
$1.16M +$308K +10,365 +38%
TA
37
Teachers Advisors
New York
$1.11M – – –
GC
38
Guggenheim Capital
Illinois
$1.01M +$979K +32,902 New
US Bancorp
39
US Bancorp
Minnesota
$967K +$225K +7,562 +32%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$926K +$115K +3,865 +15%
ZIM
41
ZPR Investment Management
Florida
$926K +$895K +30,080 New
CS
42
Credit Suisse
Switzerland
$913K +$186K +6,263 +27%
CAM
43
ClariVest Asset Management
California
$906K +$8.93K +300 +1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$868K +$18K +606 +2%
Citigroup
45
Citigroup
New York
$830K +$437K +14,669 +120%
MERSOM
46
Municipal Employees' Retirement System of Michigan
Michigan
$824K – – –
BCM
47
Buckhead Capital Management
Georgia
$799K -$44.3K -1,490 -5%
Swiss National Bank
48
Swiss National Bank
Switzerland
$790K +$149K +5,000 +23%
CC
49
Consector Capital
New York
$776K +$750K +25,210 New
PPA
50
Parametric Portfolio Associates
Washington
$765K +$70.4K +2,365 +11%
1
2
3 4 5

HTLF Hedge Fund Activity: Q1 2016 in Review

116 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Heartland Financial USA, Inc. (HTLF) for Q1 2016, worth a combined $279M — up 7.9% from $258M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTLF positions and 13 closed out — a net gain of 11 holders — while 50 added to existing stakes and 25 trimmed.

The largest buyer was Financial Counselors Inc, opening a new position worth an estimated $18.5M. The largest seller was Horizon Investment Services, cutting an estimated $3.35M.

  • 116 institutional investors held Heartland Financial USA, Inc. (HTLF) as of Q1 2016, up from 105 in Q4 2015.
  • Funds reported $279M of Heartland Financial USA, Inc. stock for Q1 2016, up 7.9% quarter-over-quarter.
  • 24 funds opened new Heartland Financial USA, Inc. positions in Q1 2016 and 13 closed out, a net change of +11 holders.
  • The largest Heartland Financial USA, Inc. buyer in Q1 2016 was Financial Counselors Inc, an estimated $18.5M added.
  • The largest Heartland Financial USA, Inc. seller in Q1 2016 was Horizon Investment Services, an estimated $3.35M sold.

Based on aggregated 13F filings for Q1 2016.